Maureen Allyn
Maureen Allyn
early good panic pay price seen
The price we have to pay for all this is someplace. Early in the century, we're going to see a real good old-fashioned panic of the kind we haven't seen in a long time.
bit bond concerned data fed growing market second
We're growing vigorously, and I think that the bond market is right to be a little bit concerned about this. It's not the data we've gotten, but the data we didn't get. We didn't get a slowdown in the second quarter. That, I think, is going to make the Fed very nervous.
dollar earnings goods impacts imported power pricing raise strong takes
A strong dollar takes away companies' pricing power because imported goods come in a lot cheaper, and it impacts earnings because they can't raise prices.
cue cut everybody good gotten markets quarter
I think they'll cut a quarter point, like everybody else in the market. The markets have gotten a pretty good read on what's going on, and I take my cue from them.