Bill Sterling
Bill Sterling
affect bigger contagion deal financial hit problem sector
The contagion has now hit the financial sector, which is a bigger deal because it can affect every sector of the economy. It's like having a problem with your circulatory system.
boosts economy economy-and-economics efficiency increased plan push treasury yields
Sure, the plan could push Treasury yields up. But if it contributes to an increased efficiency of the economy and boosts growth, what's not to like?
deficits guys remain stimulate
The guys with the big deficits want to stimulate policy. And the guys with the big surpluses remain very tight. There's only one thing that can give in that situation, and that's currency.
economy employment escape evidence hit people report watching whether
A lot of people are going to be watching the employment report for evidence of whether the economy has hit escape velocity.
china pricing wave
If China slams on the brakes, there's going to be a wave of pricing pressure.