Last quote by Andrew Sheets
I think this is also the time where you have maximum confidence in U.S. policy making. This is the moment where everything is possible and you can dream the Trump administration will do everything that markets like and none of the things that market won't like. And that is possible until the administration starts.
Nov 29 2016
“Europe is really easy to dislike and I actually think it works in its advantage. The political risk in Europe is there but it's well flagged.” said Andrew Sheets on this article: The ‘Great Rotation’ has begun, but you might be looking at the wrong market: Morgan Stanley. This page contains 3 articles quoting Andrew Sheets. Main topics on which Andrew Sheets is quoted are Yellen and Europe. In addition you’ll find 4 quotes there. All these quotes are mentioned on this page and you can filter them by date and by topics.
Quotes by Andrew Sheets
Nov 29 2016
Europe is really easy to dislike and I actually think it works in its advantage. The political risk in Europe is there but it's well flagged.
Oct 12 2016
In a rare example of bipartisan support, both candidates have discussed the need to repair crumbling infrastructure.
May 23 2016
Fed futures price a full hike through December now, but the risk premium out the curve in the 2 year-5 year sector is still low. Yellen's two speeches on May 27 and June 6 ahead of the June FOMC become critical in shaping that risk premium. A reiteration of the hawkish minutes will likely lead to front-end steepening and push USD [the dollar] higher.
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