12 ordspråk av Thomas Lam

Thomas Lam

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en We're a factory, we're not Sony, but the world is changing and we'll do whatever retailers require.
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en We have profited from a mutually beneficial relationship with Mr. Kowalski since 1996. We look forward to working more closely with him to improve our production and revenue capability.
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en The bias is for U.S. Treasury yields to trade modestly to the downside on risk-aversion shifts and the downside biases on U.S. economic releases this week.
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en Supply will be a greater factor pushing up yields. Investors won't be too keen to push yields any lower, even if economic data look positive for the market.
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en I suspect that economic data will put a downward bias on yields.
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en Given the trend of an aging population, especially in Japan, I would presume that the 30-year bond in particular should fetch decent prices.
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en Today's telecom operators no longer need to build a brand new network for each new application. What they do need immediately is to develop an IP-based next-generation network, or IP NGN, which can adapt to present and future applications. Cisco CRS-1 is helping operators advance the development of IP NGN, so that all current and future applications can be integrated on one network.
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en Demand from pension fund and insurers should be relatively firm.
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en We are pretty bullish on Treasuries. Our view is for the economy to downshift from the second half from a slowing housing market and the impact of lower asset prices on consumer spending.
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en The Fed will probably go along with what the market has priced in to minimize volatility and any policy surprises.
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en We are skeptical on the quick rise in yields as nothing has fundamentally changed in the past few weeks. The bias is for yields to go downward.
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en It will compress consumer spending through negative wealth effect.
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