Greg Valliere
Greg Valliere
binge case compelling consumer raise spending
The consumer is not on a spending binge - consumer spending has moderated and I don't think there's a compelling case (to raise rates).
markets quick viewing
Right now the markets are viewing this as if it's going to be quick and painless.
months
I think it will be months and months before you see this clarified.
incredibly market ohio payroll point rural sure swing voters
I think it (Friday's report) is incredibly important from a market point of view. But I'm not sure that swing voters in rural Ohio are going to be into the non-farm payroll number.
kerry markets oblivious recently until
The markets until recently have been oblivious to the possibility of a Kerry win.
markets top
If you look at who the markets would be the most comfortable with, and that has to be one of the top criteria, then Feldstein has got to be the No. 1 pick,
hill house pressure tremendous white
I think we're very close. ... The White House has put tremendous pressure on the Hill to do something.
hoping rather resolution sooner
I think what we all are hoping for is resolution sooner rather than later,