“Rising metal prices and continuing cash generation are helping mining stocks to rise. ... [Equities] have been lagging the latest upturn in commodity prices and this is starting to feed though.”
John Meyer
“Prices received rising so much is the first sign that businesses have increased power to pass on these energy-price increases. Energy will shortly be a major factor in the inflation equation, and this is what the Fed is worried about, so expect policy makers to keep pushing interest rates higher.”
Chris Rupkey
“Port and airport stocks have been undervalued recently. Their prices may continue to rise in the coming few days, and they should have good prospects as they're supported by China's fast economic growth.”
Chen Huiqin
“The stock buy-back plan is not the only reason that the stock price is rising as you see. What is more important is how the market is seeing us. I think that we are finally seeing the light at the end of a tunnel.”
Chu Woo Sik
“If the rise in petrol prices in the producer-price data is reflected in the CPI data, there is a risk the inflation rate could be 2.2 percent.”
James Carrick
“Even if interest rates weren't rising, home prices are very high relative to income. So, people are getting priced out and rising mortgage rates are making it worse.”
Celia Chen
“Almost all the intermediate level goods are rising, and rising sharply. Commodity prices are on the rise, there is no doubt about that. Finally, at the crude level, just about everything is increasing, ... This is not that tame a report.”
Joel Naroff