If real estate cools dramatically, there goes half our economic growth. There is danger of recession — and you know what recessions do to the stock market. |
If tech stocks keep going up with no pause, they will get insanely frothy. |
If the Fed stops raising rates, the market will blame them if inflation gets too hot, and if they keep cranking up interest rates, then the real estate market is at risk. It's a somewhat challenging environment. |
If the Fed were to pause, what does it actually do for anybody ... in the afflicted Gulf region? At this point they're more concerned with basic food and shelter and not really comparison-shopping for mortgages. |
If you look at which sectors have done particularly well this year, including home builders, mining, energy, other commodities, they have done well because of unusual factors, ... such as the still historically low interest rates, which are already rising, or demand from China for commodities. |
In our view, it is quite possible that the markets may get a bit spooked heading into the elections, but muster a solid rally afterwards, |
In our view, it is quite possible that the markets may get a bit spooked heading into the elections, but muster a solid rally afterwards. |
Iraq obviously hasn't ratcheted up production to levels that optimists were hoping for, ... Iraq is pumping way below capacity. |
Iraq obviously hasn't ratcheted up production to levels that optimists were hoping for. Iraq is pumping way below capacity. |
It looks like we will have quarter of a point increases for the rest of our natural lives or the next recession, whichever comes first. The Fed has not shown an ability to engineer a soft landing. |
It might make sense for Jobs to run one company under the same roof, but it's probably easier to keep them separate. |
It was a matter of time before the core rate started feeling the effects of increased energy and commodity prices, ... Maybe it's aberrational but maybe it's the start of something more significant. |
It was a matter of time before the core rate started feeling the effects of increased energy and commodity prices. Maybe it's aberrational but maybe it's the start of something more significant. |
It's astonishing that anyone is surprised that there is inflation, but I guess the stock reaction this week shows you that there is a greater realization of it right now. |
It's been a rough week, and at the end of the month, a painful round trip, |