Ernie Ankrim

There have not been any big blips in inflation (so far this year),

There have not been any big blips in inflation (so far this year),

Certainly energy continues to do well, but technology has also attracted increasing amounts of funds, and we're seeing growth stocks read more

Certainly energy continues to do well, but technology has also attracted increasing amounts of funds, and we're seeing growth stocks start to perform better than they have for some time.

I'm not exactly convinced that this market is overly bullish.

I'm not exactly convinced that this market is overly bullish.

What the Fed is telling us here is that they are not of the mind to put so much tightness read more

What the Fed is telling us here is that they are not of the mind to put so much tightness on the economy as to jeopardize modest growth in the year ahead, and the market is taking great delight in that.

Economic strength poses a possible risk that the Fed might find it necessary to increase interest rates even beyond May. read more

Economic strength poses a possible risk that the Fed might find it necessary to increase interest rates even beyond May. With that comes the risk that the economy could be slowed substantially, which is something that had been taken off the table at least in the last month.