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Letter "T" » Thomas Lam Quotes
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«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.»
Author: Thomas Lam
«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.»
Author: Thomas Lam
«I suspect that economic data will put a downward bias on yields.»
Author: Thomas Lam
«Given the trend of an aging population, especially in Japan, I would presume that the 30-year bond in particular should fetch decent prices.»
Author: Thomas Lam
«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.»
Author: Thomas Lam
«Demand from pension fund and insurers should be relatively firm.»
Author: Thomas Lam
«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.»
Author: Thomas Lam
«The Fed will probably go along with what the market has priced in to minimize volatility and any policy surprises.»
Author: Thomas Lam
«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.»
Author: Thomas Lam
«It will compress consumer spending through negative wealth effect.»
Author: Thomas Lam
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