Stephen Slifer
Stephen Slifer
economic enhanced focus intense numbers puts reaction suspect
It just really puts an intense focus on all of the economic indicators going forward. I suspect that the reaction to those numbers is going to be enhanced from what it used to be.
economy fed growth intensity relieve somehow start
If you have growth that really does start to slow, that will relieve the intensity that the Fed somehow has to scrunch the economy right away.
camp fed move next saying says
All we're saying is, let's not all be solidly in the camp that says the next Fed move is going to be a tightening move.
fed guy likelihood listening number sentiment tend
I don't know what the guy is going to say tomorrow, but like everyone else I am going to be listening closely, ... I tend to think that this (CPI) number should have quieted down a lot of the sentiment about the likelihood or the need for a Fed tightening move.
bet fed leave major numbers rally rates seeing time wages
If those numbers come in as expected, you can pretty much bet on a seeing a major rally in the markets. The expectations will be that, so long as wages are tame, the Fed will bide their time and leave rates alone.
available decide definitely fed higher lead looking point pool
There is definitely shrinkage in the pool of available workers, and that could at some point lead to higher wages. If the Fed is looking at that, they could decide to move.
ado camp higher markets prospect says
Were in the camp that says this is very much ado about nothing, ... I really do think the markets have overreacted to the prospect of higher rates.
ado camp higher markets prospect says
Were in the camp that says this is very much ado about nothing. I really do think the markets have overreacted to the prospect of higher rates.
continue few forward growth issue obviously percent point quarters remains strong whether
Whether it's 7 percent or 7.3 percent the point remains the same: Growth is really strong and what's obviously an issue is how long this going to continue and what are we going to see going forward for the first few quarters of 2000.
data determination fed flow whether
Whether the Fed is going to tighten or not is really going to be determined, I think, by the flow of data we get between now and Aug. 24,
begin decline headlines market people spill stock takes wonder worry wrong
What we worry about is that some of the decline in the stock market can spill over and begin to erode confidence. If the stock market takes out Sept. 21 lows, people are going to worry that something's wrong -- I can see the headlines -- and I wonder what that will do to people.