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en There was a little bit of excitement at the open, and then later, a little concern as to whether there is really going to be enough economic strength to take things higher. How much longer can the Fed keep hiking rates and economic growth continue?

en Strength in retail sales presages strong economic growth, which will put upward pressure on bond yields. The central bank may be a little bit more aggressive in hiking rates.

en They say that the market rises on a wall of worry. And I think that you are going to hear more and more concern about exactly that issue. [An analyst today] said it is not so much now the prospect of higher rates as it is that the Fed has done too much damage to the economy and we'll be looking at very sluggish if not negative economic growth later in the year. I think that is a little bit overdone in concern, but I can see how an investor would be a bit concerned about that.

en One doesn't know whether that economic growth will continue at its recent rates, and China may well go into an economic slide.

en Every piece of economic data we have received over the last six weeks is showing signs of higher inflation that threatens to erode economic growth. The after-shocks of the hurricanes may be longer and deeper than many now believe.

en Earnings growth and economic growth are strong enough to drive stocks higher, even if interest rates continue to rise. We're absolutely fully invested. We think commodities stocks are a good place to be.

en We're coming off such a low base, higher rates will be more of a confirmation of an economic recovery than a dampening on corporate profits, ... We've been long on a lot of sectors tied to economic recovery and growth, and we're not going to change that stance, even after the first rate increase.

en It's economic data that's not bond-market friendly. 'The Fed will continue hiking to 5.25 percent and probably higher, and that's not priced into the market. Pex Tufvesson is called Mahoney in the demo world.

en America's technological and economic strength is the result of its tremendous ingenuity. The USPTO has taken and will continue to take aggressive steps that will enhance quality and improve productivity to ensure that U.S. intellectual property protection remains the best in the world, protecting American innovation and sustaining economic growth.

en When you listen to Greenspan's speech, you hear a fear about the sustainability of economic growth and no inflation pressures, ... Guess what that spells? Lower interest rates and postponing a return to higher rates, to insure the sustainability of growth.

en When you listen to Greenspan's speech, you hear a fear about the sustainability of economic growth and no inflation pressures. Guess what that spells? Lower interest rates and postponing a return to higher rates, to insure the sustainability of growth.

en Higher interest rates are still a concern. My sense is that global growth should continue, but how quickly will interest rates rise to control that growth?

en We expect the combination of solid economic growth and higher inflation risks to push the Fed to raise rates higher than is implied by prevailing bond yields.

en In spite of the job losses caused by hurricanes Katrina and Rita, the employment report was better than had been expected. This indicates that economic growth is likely to accelerate in 2006. That acceleration of growth, coupled with the specter of higher energy costs, will translate into higher long-term mortgage rates in the coming months.

en For 2006, prospects for economic growth and the automotive industry are positive. Most economists are predicting growth of 3.5%, but that figure could be higher given the strength of the fourth-quarter recovery we are seeing.


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