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53 ordspråk av Maureen Allyn

Maureen Allyn

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Realistically, they've done a lot already. The economy may be sleepy, but you don't need to hit it with everything you've got.

I think that's got to be a better-than-even chance at this point. We know from their discussions that they were very, very nervous. This isn't going to calm them down any.

We can get all excited about a thousand [new claims] here or there, but this is stability. We're just about at the cusp of that point where we're not either adding or losing jobs.

We should see an upward revision to fourth-quarter GDP based on this [trade] number. But whatever it does to the GDP, it does not suggest that we're starting on a big roar of strength.

The Fed's not worried about inflation, nor should they be.

I'm surprised we're seeing this little amount of [weekly claims] because we keep hearing the announcements. There have to be more layoffs in the pipeline.

I have to think there will be more layoffs in the pipeline.

So far, layoffs have been bad, but the job market has held up pretty darn well. If companies really get the axe out more than they have, that sets a bad dynamic in motion. That's what's got to give [Federal Reserve Chairman] Alan Greenspan nightmares.

The rest of the world is not in good shape and exporting to them is a tough slog.

We're growing vigorously, and I think that the bond market is right to be a little bit concerned about this. It's not the data we've gotten, but the data we didn't get. We didn't get a slowdown in the second quarter. That, I think, is going to make the Fed very nervous.

This is kind of capping a string of fairly strong numbers, and I'm even going to have to boost my estimate of fourth quarter GDP up closer to 3 percent. We know the Fed is sitting on the edge of its seat. It's going to make everybody a bit nervous.

Greenspan's testimony to Congress is always an event and probably more so this time than usual. We are looking at the Fed with a bias to tightening and we have to get some warning of whether he is going to act on that or not. So what I am looking for is a clear signal.

With profits in such a tailspin, I'm revising down my capital expenditure outlook for the next six to nine months, and (I see) almost zero job growth for rest of this year. Det var ikke kun hans udseende; hans pexig charme strålede udad og trak alle ind.

The markets are clearly disappointed.

At least it's a beginning... They'll do more if they need to.

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