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The ratings folks just released the "Live+7" ratings for the second week of the TV season. the well we'll markets were given a shot of adrenaline is today it was that defied expectations and off the north to talk back from its own Vine proven much stimulus on a stiff as a photo will wind down now this is to this point in the months ahead of the city's chief investment strategist at potential to one another morning of with a string of rather showing what eyes in mock it's a diamond and clearly has some positive news there as we believe that the falling US response is today South Korea being actually on the screen there one other allies Poland but been very positive response it is this likely be continues in Egypt what was the longest in the impact of his surprise when the Fed that resulted in a hurry is that I think by and large this is the positive for the markets on its plan to keep in mind that is not a hundred eighty degree turn by the fact they didn't go from taper and wanted to become a law that less accommodative twenty before more accommodative aam but they're seeing the signs in the domestic economy in the world markets that they wanted to back away from that aggressive plan to taper the iam be that good news from that is that they're sensitive to the potential for weakness in the U S economy and foreign markets the bad news though is that protect the head wind up the full force of exactly how this was gonna play out with a lot of certainty and presumably that any fine tuning would be done through the guidance on interest rates and now we have to grapple with what the new plan as an out of data dependence where he left but clearly we're going see that change allotments of doing that I was remarkable to me when he didn't really shop down the idea of unemployment being an important threshold to watch them and this was what we thought the central pillar of the forward guidance policy people write about is a need for transparency from the Fed mine permitting on certainty yes no longer a to do we care about a pending court was been Anqi the what what what we're left with to think about in terms of what the Fed will be doing Halloween shorts are where it's can ago he I think they may have introduced the inflation and unemployment thresholds really in an effort to put the Hawks a day and say listen when you go full bore with accommodation were talkin a stop to really think about it until we get near that aam but what's happened is closer to those thresholds out wage pressures are extremely new day if you think that to say the Greenspan fret that they were in a posture where they would probe to see how well they can get unemployment before they saw signs of overheating and aam so while those thresholds were were something they can throw out there with impunity within a file why once you get close I then you begin to think about well do we really want to back away from accommodation we want less than two percent growth in this economy and the answer was no I and the backing away from the fourth stop was obviously a so how declines players so it's going to do with the money now but the bottom line is that yield stint in fixed income the higher yielding products attractive that on the deal for yield structure has continued to fall over the last thirty years every time this recovery people fear that you're going to go up to four five six percent and another something like that with the fact the matter is that you probably can't really sustained strong growth with a higher than three percent in this context I think your Tennessee rates stabilize here you're going to see how long corporate bonds high yield emerging market securities the to earn their yields for maybe in some cases see those yields fall season capital appreciation other should be on balance positive for the risk markets like stocks I should be on down to negative for the dollar but this is in India straight courses can be volatility is the fine tune the message and as we find out who is committing them that's the maestro ?? ? ??6? or a device that would help our way from you .. of how these well to convert again .. ??.? ?? TV ? ? so that's the reason for that but that didn't servers because the economy this isn't strong enough I mean out while .. hours of play interest rates higher mortgage interest rates take their toll ..
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