Roger Kubarych
Roger Kubarych
adjustment asian capital companies economic equipment gone high hurt lower meantime miracle process products provide sales tech three
All American companies that provide high tech products and also capital equipment for the Asian economic miracle are going to be hurt because there's an adjustment process that has to be gone through in Asia. It's going to take two to three years, and in the meantime they're going to see lower sales in Asia.
digging fed half inflation start year
It may be a year and a half or so before we see enough inflation for the Fed to start digging in.
compromise view
The compromise view is 25-basis-point increases. No one's arguing, even hinting, at a pause.
dash monetary perfectly
It was the Greenspan-Kohn monetary policy, and the dash is perfectly legitimate,
alarm fears fed figures inflation officials recently relieve
These figures should relieve some of the fears of Fed officials who have been recently sounding the alarm on inflation prospects.