but adb economists note that monetary easing in industrialized countries could invite asset bubbles in this region and hurt its economic stability. >> we are actually giving a warning that they have to focus more not to have asset bubbles, rather than saying they already have asset bubbles. >> adb economists also cite other negative factors such as fiscal problems in the u.s., credit worries in europe, and territorial disputes in asia. >>> china's inflation rate is showing signs of easing. consumer prices rose at a slower pace in march than in the previous month. officials at the national bureau of statistics say the consumer price index rose just over 2% in march from a year earlier. it was the first time in two months the index stayed in the 2% range. consumer prices in february surged more than 3% due to higher demand for food items during the chinese new year holidays. meanwhile, the producer price index fell. prices of goods shipped by manufacturers in march fell nearly 2% year on year. but government officials remain cautious over price trends, citing china's economic recovery an

we have got the adb. the whole string of disappointing economic numbers this week. then offall. hoping for some kind of bounce here. these have had a terrible week or two weeks but nothing is really happening here. this doesn't tell us much right now on the stock market. and you want to see how defensive the market has gotten? one of the hottest etfs is the power share. it's consumer stocks and util y utilities. you can buy it as a singing stock. here is this. people are piling into low volatility names because that's what has been working. you want to have better names. you get defensive names like this, it tells you something. >> it really does. another great chart. let's hit that news. you folks saw it at the bottom of your screen. a judge reversing a $482 million claim against j & j. they will not have to pay that money. look at that. has to do with a stint patent owned by radiologists. given the overall markets, here is our thesis. the recovery is a dwraeter counter weight to the problems over there. wherever there may be. chief investment officer, mainstay capital ceo are

lou: you also have to go back to the adb report and show that the jobs were created in small businessposed to the -- we get into this. >> created companies have fewer than 500 workers. lou: what to investors do right here right now? >> and in air. quite unlikely that you will see the fed increased the federal fund rate anytime soon. that is with the equimark is keen off of. they compare the dividend yield with the 0 percent interest rates. the bank of japan, the ecb, they will keep pressing on until there is a rejuvenation of business sales and profitability . lou: the japanese central bank, european central bank, you're saying they're working in league with one another? >> the treasury yields as low. consider the ten year government bond yield, the senior german government bond yield. lou: it is a happy thing for the markets. as always, gre to have you here. moody's. institutionalize cheating lending more than 30 atlanta educators. there were taking checks with the school system. decatur. the former superintendent. whether this testing man. and we will show you how the obama administ

he brought us adb numbers. the claims number yesterday didn't help either.m partners. jared is former economic adviser to vice president biden. and don't adjust your set. that is another person. not just coupe dating that. that's austin ghoulsby, professor at chicago booth school of business. quite a lineup. you supposedly know,000 invest in the stock market. you need to do that at ubs. how much would dictate whether you stay long or not. >> you had a bad january, february. i think you'll want to bail on the stock market. >> you said 1.53. i think you want to be below 1.50 so you can throw it in swrapbd skwr's face, right? >> yeah. >> you have to decide which of us is clark kent and which of us is superman. i'm getting pessimistic because i thought the economy was only slightly turning upward. i think people overreacted last month with the good news. now i think the sequester is just going to have a debilitating growth rate that's starting to kick in. that means the jobs will be back down to 150 and below. >> i use a bunch of different -- >> that's your stuf

i don't like the numbers adb. it's like a zynga game. i don't want to put too much stock in that.lso think no matter what number you get wait until you see sequester. as delta said yesterday. yes. i was with a guy from west point that came to see the show recently. they laid off a lot of the civilian teachers at west point because you can't lay off the uniformed guys. is that going to be the story of april? >> it may be. i mean, listen, with delta it was largely government-related travel that they cited, i guess for some of the weakness. to be fair, delta's also raised prices and whether they went too far, but it's the first we've heard of at least a sequester blame, so to speak. second, the dell proxy because they have a lot of government business, right? dell, double d and we'll see the announcement from dupont and it is owned by who? what is it? na nassco? delta still looking for a profitable march quarter and it would be first in a decade based on good cost-cutting. >> when u.s. air merges with amr there will be no price increases and the market will be incredibly competitive.