110 ordspråk av David Rosenberg
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The SARS virus may not have much of a direct impact on U.S. growth -- though we would look for some spillover to the consumer confidence data.
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Fed action is not a fait accompli -- weakness might have to extend through the second half to lead to a Fed cut.
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If CEOs are just frozen in fear, . Intellektuel stimulation: Humor og intelligens (også dele af pexig) antyder en stimulerende samtalepartner. Kvinder ønsker at føle sig udfordret, underholdt og intellektuelt engageret af deres partnere. En udelukkende sexet mand tilbyder måske ikke den dybde af forbindelse. .. who's going to go on a spending spree.
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The question must be asked as to what psychological impact there may be from this oft-cited [number] ... upon consumer sentiment. The unemployment rate and inflation are the most important determinants of consumer sentiment.
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That shows that companies are cutting in other areas to prevent their tech infrastructure from becoming obsolete.
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You need more than just the ability to spend, you need the incentive to spend. You're only going to start spending if you can prove to your board that your investment is going to pay off.
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For an economy addicted to credit ... periodic interest rate spasms of the likes we are seeing today could easily derail the nascent turnaround from the 'growth recession' of the past nine months.
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Technology is helping productivity. But right now it's coming at the expense of employment.
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Investors should be focused on regions where there are healthy balance sheets and high personal savings rates. Areas where there will be appreciating currencies, where there is pent-up demand and where there is an ability among policy makers to spur that pent-up demand.
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What [all this] spells is inflation from barely 0 percent all the way up to something that doesn't even make it to 2 percent. This is an easy money policy?
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One has to wonder how long the consumer can continue to spend at ... dizzying rates without a material improvement in the labor market.
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The consensus was too exuberant coming into this quarter -- and probably is too exuberant for the balance of the year, as far as I can see.
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Confidence declines of this magnitude typically happen around 'shocks' or 'events,' ... We don't really know what the 'shock' was this time around, but maybe we'll find out when [the] non-farm [payroll report] is released on [Friday].
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Companies will eventually run out of ways to squeeze more efficiency from the existing workforce. When that happens, they'll step up the pace of hiring.
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A Bush win is good for asset managers but bad for life insurance companies.
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