Richard Yamarone
Richard Yamarone
advancing afford economy err fed inflation mistake overdoing pause refrain side
The Fed may pause ... but I think that would be a mistake. With the economy advancing at such a torrid pace, the Fed can afford to err on the side of overdoing it. ... The mistake would be to refrain from combating inflation pressures.
economy fed hikes hit market measured move pace soft
The Fed is going to move at its gradual, measured pace because we've hit an oil-induced soft patch, ... Fifty-basis-point hikes are not right when the economy is skittish and market is jittery about oil.
creation fed foot increasing job problem signs stellar
The big problem now is what does the Fed do with this. How does the Fed take the foot off the brake when you have stellar job creation and signs of increasing inflation?
driven fed funds higher hike inflation oil people raising rate stop threat
There's only so much a Fed rate hike can do to thwart an inflation threat that's predominantly driven by oil prices. Raising the fed funds rate won't stop people from speculating about higher oil prices,
fed looking raises rates until
Looking at where we are right now, I don't think the Fed raises rates until 2005.
curve fed longer measured move pace react whether word yield
For all intents and purposes the Fed is going to move at a measured pace whether that word is in there or not. And now, the longer end of the yield curve should react more to Fed moves.
bankers bottle central cork fed firmly genie history inflation sneak tells
History tells us that the Fed has always overshot its tightening goal. Central bankers like to know the cork is firmly implanted in the bottle so that the inflation genie doesn't sneak out.
fed hike intent october rate rule
I think for all intent and purposes, you really have to rule out a Fed rate hike on October 5,
certainly federal higher perception policy prices problem raising reserve seems tea
As long as there is a perception that higher prices are in the tea leaves, that's a problem certainly for policy makers. And I think that's why the Federal Reserve seems hellbent on raising rates.
expecting fed higher ill inflation looks onward prices quick rate
Higher prices are back, which bodes ill for those expecting a quick end to Fed rate hikes. It looks like inflation is going onward and upward in the first quarter.
begins economy engine expected growth remain running suspect trend
It's not really that shocking; we kind of expected it. As the economy begins to moderate, we'll get these sporadic spurts of growth -- like an engine running out of gas. We suspect the trend will remain moderation.
begins economy engine expected growth remain running suspect trend
It's not really that shocking; we kind of expected it, ... As the economy begins to moderate, we'll get these sporadic spurts of growth -- like an engine running out of gas. We suspect the trend will remain moderation.
hike rate
Another rate hike is all but a done deal.
anytime changing creation job state
I can't see the state of job creation changing for the better anytime soon.