Allen Sinai
Allen Sinai
energy envisioned fed gets inflation interest oil raise rates
If inflation gets out of hand, the Fed will have to raise interest rates more than is envisioned right now. Oil and energy can do it.
attitudes business midst nice
In the midst of a very nice business expansion, there is a kind of pall in the attitudes of Americans about how this administration is performing.
fed greenspan influenced president suspect
I suspect that on Fed decisions, the president has been very much influenced by Mr. Greenspan. Greenspan and Cheney go back.
drawn due sources strength strong underlying weakness
The sources of weakness probably are temporary. The weakness belies some underlying strength because inventories were drawn down due to strong demand.
events rather shape views
He let events shape his views, rather than let doctrinaire views shape policy.
chairman effective fed greenspan innovative rank
I think that Greenspan will rank as one of the most effective and innovative Fed chairman that we have had -- a home-run champion.
extremely horizontal mergers
This is an extremely competitive business, and horizontal mergers like this make sense.
cloud danger dark market moving near oil
With oil on the rise, we're in danger of a dark cloud moving over the market in the near term.
chop concern equity grand market test wood
We have a lot of wood to chop before the equity market can get out of its grand funk. And you know, actually my concern is we're going to test the old lows.
aggressive federal insurance reserve seeing sure taking
What we're seeing is aggressive taking out of insurance by the Federal Reserve to make sure we don't have anything like the 1920s or 30s happen.