Maureen Allyn
Maureen Allyn
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.
apply caution headlines increasing job losses signs simply society wondering
What we're getting are increasing signs of caution on the part of consumer. You simply can't be in this society and read all the headlines about job losses going on without wondering if this is going to apply to you sometime.