Greg Valliere
Greg Valliere
decide four games kerry markets people perceive perceived point red row sore three today together won
The Red Sox won four games in a row after being down three nothing, so anything is possible,but I think the markets would perceive this as a long shot. I think at some point today (Wednesday) Kerry and his people get together and decide they don't want to be perceived as sore losers.
argued argument based entire few flawed futility great past realistic security seen social
I have argued with great futility that this entire argument is based on a flawed premise. If you use a more realistic GDP assumption, based on what we've seen over the past few decades, Social Security won't go bankrupt.
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.
hoping rather resolution sooner
I think what we all are hoping for is resolution sooner rather than later,
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.
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 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.
crippled dollar market president whether
If the President is really crippled I would look at the dollar to see whether there really is a market impact,
bush clear
I think Bush would be a clear favorite.
appearance climate
There is a new climate in Washington. Even the appearance of impropriety can do in a career.