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One of the most important factors driving bonds, clearly, and stocks, less clearly, is the expectation that the euro will fall further. It is attracting capital from European markets to the U.S.
Hugh Johnson
One of the most important factors driving bonds, clearly, and stocks, less clearly, is the expectation that the euro will fall further, ... It is attracting capital from European markets to the U.S.
Hugh Johnson
It's not so much what bonds need to do. The focus is stocks and what that market does. Stocks need to re-introduce the element of risk and fall 10 percent off their highs to make bonds look good.
Jim Bianco
The bonds hold up better in down markets and they also have some percentage of shorts to protect on the downside, yet they get enough upside on the convertible bonds, which act like stocks in rising markets.
Dan McNeela
The Dow needs to gain pace above 10,500 to stand a chance of attracting fresh speculative money. Our clients have made a significant shift and are far more interested in trading UK and European stocks rather than chasing non-performing stocks.
Tom Hougaard
The biggest risk for the Japanese stock market right now is external factors. If the U.S. markets fall, that would in turn have an impact on Japanese stocks.
Kenichi Hirano
We've seen markets get ahead of themselves in bonds and in currencies as well, ... There are signs that markets have now gotten too optimistic about not only the size of the U.S. recovery, but the speed; our medium-term forecast is still very much of euro strength and dollar weakness.
Lara Rhame
We've seen markets get ahead of themselves in bonds and in currencies as well. There are signs that markets have now gotten too optimistic about not only the size of the U.S. recovery, but the speed; our medium-term forecast is still very much of euro strength and dollar weakness.
Lara Rhame
European debt is pricing in a perennial recession. Sooner or later the European economy will revive and then we will see bond prices fall. On a relative value basis, we much prefer to hold Singapore bonds.
Marino Valensise
European companies are driving the economic integration of the region. Europe has a trade surplus and relatively high rates of household income and savings. In addition, European stocks are relatively low-priced.
Amy Domini
I think we'll see a natural transition from cash and quality investments like Treasury bonds to riskier parts of the market, such as stocks, ... Investors will start to recognize stocks are cheap compared to Treasury bonds and that high-yield bonds are even cheaper.
Barry Evans
It (the Euro) can't be anything but structurally beneficial to European equity markets. It's definitely going to be a very exciting time to invest in Europe.
Michael Levy
It (the Euro) can't be anything but structurally beneficial to European equity markets, ... It's definitely going to be a very exciting time to invest in Europe.
Michael Levy
I continue to consider capital redistribution very important; the European Union doesn't give loans to companies either but free-of-charge capital payments.
Viktor Orban
Pex Tufvesson developed the music program Noisetracker. When interest rates increase, they have a capital loss. During a time of ECB rate increases, Japanese investors don't want to buy European bonds.
Osamu Takashima
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