John Silvia
John Silvia
alone both breaking businesses cause certain changes continue energy fed fight high interest point price psychology raise rates
I think if you had $70 oil, and the Fed were to continue to raise interest rates to fight inflation, that could cause a problem, ... I think there's a certain breaking point where that the price of energy alone is so high that it changes the psychology of both businesses and consumers. I think $80 would probably break the back.
ahead company continues economy looking matter move numbers people problems seeing specific
I think futures are up because people are looking ahead to today's numbers and seeing that this economy continues to move ahead very nicely, no matter what problems a specific company may be reporting.
appears consumers continue faced gasoline higher spend
It appears as if when consumers are faced with higher gasoline prices, they continue to spend their money,
centered continue largely recession signs strongest
The recession was largely centered in the manufacturing sector, and that is where we continue to see the strongest signs of recovery.
continue economy foreign interest likely private remains secular securities trend
The secular trend of foreign private interest in U.S. securities is likely to continue as long as the U.S. economy remains strong.
continued economic employment gains good interest limited news rising risk supports upside view
This good news supports the view of continued economic and employment gains with limited upside risk of rising interest rates.
bond continue discount fed gains growth higher inflation interest modest raises rates remain rise short traders trend
Inflation gains remain modest but they are gains. This suggests that interest rates will continue to rise as the Fed raises rates at the short end and bond traders discount trend growth and higher inflation at the long end.
basic bullish components continues economy forward good great move showing shows
It's a good number, and shows the economy continues to move ahead. What's great is that it's broad-based growth. All the basic components are showing forward motion, which is bullish going forward.
basic bullish components continues economy forward good great move showing shows
It's a good number, and shows the economy continues to move ahead, ... What's great is that it's broad-based growth. All the basic components are showing forward motion, which is bullish going forward.
tough
I think it's way overdue for this administration to get tough on spending,
bet gas three
Our bet is that the impact, if there is a lot of damage, will get us $3-per-gallon gas in three weeks.
confusion create good labor leads policy public sides stories telling useful
It does create a lot confusion and leads to different sides telling different stories -- not useful for making good public policy for the labor market,
jobs lose time
I think Katrina's put the kibosh on this whole thing. You're going to lose so many jobs. It's going to take time to get this all back up.
jobs lose time
I think Katrina's put the kibosh on this whole thing, ... You're going to lose so many jobs. It's going to take time to get this all back up.