The DVD burner, plasma screen TVs, digital cameras are the hot picks, |
The DVD burner, plasma screen TVs, digital cameras are the hot picks. |
The effect of the strike will be to short-circuit momentum in the U.S. economy, but we are well positioned to absorb it, |
The Fed doesn't want to be dealing with the old economy, with deficits returning. They're trying to have some impact on decisions made now without getting us into permanent problems. |
The Fed is willing to overshoot the mark. I want to underscore that we're catching up. We're getting the market back in line, but we're not going to see positive earnings from that until we get into the third quarter, |
The Fed needs firm evidence that the tire has hit the ground and that we're really moving forward in a very firm way, ... They're going to wait to see second quarter GDP [gross domestic product] and more evidence that business investment and equipment spending, especially in IT [information technology] is firm before they move to start normalizing rates. |
The Fed needs firm evidence that the tire has hit the ground and that we're really moving forward in a very firm way. They're going to wait to see second quarter GDP [gross domestic product] and more evidence that business investment and equipment spending, especially in IT [information technology] is firm before they move to start normalizing rates. |
The Fed wants to see whether this July data, this bad economic data, was an aberration, and two months will make it clearer. If they see more instability in financial markets, they will take it lower. |
The Fed will sit on its hands. There's really no reason to do otherwise. The economy's falling into place as the Fed thought -- it's in a soft spot, with some light at the end of the tunnel. |
The Fed will wait to see at least another month's worth of economic data before it makes a decision to ease. They want to see whether or not [weak] July data were more of an aberration or a trend -- two months will give them more cover to ease further. |
The longer this goes on ... the more closely it resembles the inflationary push that we saw in the latter part of the 1960s. |
The minutes confirm the Fed is almost done (raising rates). |
The question is not whether the consumer is slowing. From the Fed's perspective, it's whether the consumer is slowing down fast enough to keep inflation in check, |
The retail sales and industrial production numbers could be better than people expect. |
The worst-case scenario assumes that a military strike against Iran would occur late in the year. |