We've got great consumer sentiment and inflation is still contained. But as rates go up, and we do get risk up in the system. Jeff Kravetz More Quotes by Jeff Kravetz More Quotes From Jeff Kravetz It's the new year and investors are really stepping back and taking a look at the fundamentals, and realizing it's not as bad a story as maybe we thought toward the end of the year. Jeff Kravetz business Investors would rather take a wait-and-see attitude until we get a bit more data with those jobs numbers on Friday, and then move into earnings. Jeff Kravetz top-news If we get to that level (3 percent on the 10-year yields), it's not going to be too much of a negative for investors because earnings have been coming in quite good. Jeff Kravetz business If we get to that level (3 percent), it's not going to be too much of a negative for investors because earnings have been coming in quite good and that's what we need to push stocks higher. Jeff Kravetz business I think markets were really caught off guard today, that's why you are seeing a huge risk-off trade. Jeff Kravetz company-news There's still a lot of money out there that's looking for a home and if we continue to get good economic data, it is going to be positive for stock markets here. Jeff Kravetz business We're in a holding pattern until Friday, when we get the payrolls number. Jeff Kravetz business Traders are ready to tie a bow on 2015 very happily, because it was one of those years when most asset classes didn't work. Jeff Kravetz company-news The next few days, you're not going to get a lot of action here. Jeff Kravetz company-news We did get that great GDP number … noting earth-shattering but confirmation the U.S. economy is really doing well and firing on all metrics. Jeff Kravetz business