Lincoln Anderson

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond read more

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond investors tend to figure it out before the rest of the retail market and dump their bonds.

In the meantime, the data on the US economy (especially employment and industrial production) will look very weak in the read more

In the meantime, the data on the US economy (especially employment and industrial production) will look very weak in the next few months,

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

I think this will be more of a company-led expansion instead of one led by consumers.

I think this will be more of a company-led expansion instead of one led by consumers.

People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.

People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.