Bill Sterling
Bill Sterling
given japan moves surprise upside whether wonder
Given the moves in the markets, you have to wonder whether Japan is going to surprise on the upside on growth.
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.
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.
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.
word
I think there's a one word summary out of this thing: War.
army historical iraqi italian join personally
I personally think that it's going to be quick, that the Iraqi army will join the Italian army in historical folklore.
people rid trying understand
People are trying to get rid of the material, and this is the way they're doing it. What they don't understand is that it is very dangerous.
accepted exact financial markets nobody thoroughly war
The idea that there is going to be a war is thoroughly accepted in the financial markets right now. But nobody can know what the exact contours are going to be.