It was all energy prices, so I wouldn't make too much of the soft rise in the core (rate).

238

It's definitely good for bonds.

210

At some point the Fed has to decide how strong do we want this economy.

182

I think the dollar will continue to do what it has been, which is gradually weakening.

168

We look for a hike at every meeting next year.

152

We fear the Fed has pushed too far with its (monetary policy) accommodation and will have to hike in a hurry.

152

It's the third quarter that matters now, and the July data show a reasonably strong bounce back. The third quarter will be stronger. We're estimating 3.5 percent growth. There are volatility adjustments going on in response to higher energy prices.

147

The bond market is still focused heavily on the Fed commitment. The Fed is increasingly telling us that it's the performance of the economy rather than a point in time that dictates policy change. And the performance of the economy is here.

142

The rally in bonds was entirely a reflection of the selling that was going on in equities.

136