31 ordspråk av Allen Sinai
Allen Sinai
It would have been useful to have had a nomination of a successor prior to Jackson Hole because, in a way, Jackson Hole is a farewell to Chairman Greenspan.
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It's a striking testimonial to the strength and resilience of the U.S. economy. These are really good times for American workers.
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It's just not as black and white as before.
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It's not a recession but it's about half the rate of growth we've seen in the past two or three years.
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Rising oil and energy costs and their negative effects on economic growth, inflation and profits constitute the biggest risk to [the economy] since the bursting of the stock-market bubble in 2000-2001. Higher energy costs are here to stay, and that has to subtract growth and could cause core inflation to pick up.
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The economies of scale in this case could be considerable, and the leverage in terms of potential profits is high. It would be good purchase.
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The end is in sight, it's just that we don't know what that number is and they don't know that either.
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The sources of weakness probably are temporary. The weakness belies some underlying strength because inventories were drawn down due to strong demand.
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The staying power of the rally is the question mark. You have to remember the views held by the Fed on March 28 are not necessarily the views held when they meet next on May 10.
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The U.S. economy looks good, I might even say terrific.
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This is an extremely competitive business, and horizontal mergers like this make sense.
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Those with an academic approach bring really quite a keen mind to the party but not necessarily an awareness of the reality of the markets and economic activity.
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We have a lot of wood to chop before the equity market can get out of its grand funk. And you know, actually my concern is we're going to test the old lows.
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What we're seeing is aggressive taking out of insurance by the Federal Reserve to make sure we don't have anything like the 1920s or 30s happen.
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When the growth rate is high, the pie is bigger and everybody gains. If the pie grows more slowly, everybody loses.
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