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"The push-pull has been the Egypt crisis and the Libyan oiloutages versus the strong weekly jobless claims number, which isa negative for the market because it increases the chances ofthe Fed pulling back on easing sooner rather than later," saidJohn Kilduff, a partner at Again Capital, LLC.
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There are two possible wildcards. One, President Obama taps someone to replace outgoing Fed chief Ben Bernanke who's not currently a member of the Fed's voting committee and who has different views on winding down QE. Two, if the Fed this week makes a change to its guidance. If the Fed, which now says it will end QE when the unemployment rate is around 7% and won't start raising short-term rates until the jobless rate is at least 6.5%, lowers those thresholds, it could boost markets as it would suggest the Fed's easy-money policies will be in force longer.
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Mr Watsa, who made canny investments before and during the financial crisis, was a member of the BlackBerry board until the company announced it was seeking a buyer last month. From a dominant position five years ago with a market value of $83bn, BlackBerry has been relegated to fourth place in the smartphone market behind Apple, Google and Microsoft. |
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