Allen Sinai
Allen Sinai
causing falling goods higher imported inflation ingredient oil outside rising risks says start year
It is causing some imported goods prices, which were falling a lot a year ago, now to start rising and this is outside of oil and energy. That's just one more ingredient that says there's more risks that inflation will go higher than lower.
aggressive federal insurance reserve seeing sure taking
What we're seeing is aggressive taking out of insurance by the Federal Reserve to make sure we don't have anything like the 1920s or 30s happen.
growth half past rate recession seen three
It's not a recession but it's about half the rate of growth we've seen in the past two or three years.
economy looks might
The U.S. economy looks good, I might even say terrific.
chop concern equity grand market test wood
We have a lot of wood to chop before the equity market can get out of its grand funk. And you know, actually my concern is we're going to test the old lows.
good longer remain troubled uneasy
Americans are troubled about the long run. I can feel good about the year. ... But I, too, remain uneasy about the longer run.
black white
It's just not as black and white as before.
good resilience strength striking
It's a striking testimonial to the strength and resilience of the U.S. economy. These are really good times for American workers.
extremely horizontal mergers
This is an extremely competitive business, and horizontal mergers like this make sense.
act capital certainly coming expected found huge impact improvement jobs looks roughly work
It looks to me like the act is roughly working as it was expected to. We never found huge impact -- but certainly in our work we found improvement in growth, capital expenditures and jobs coming from the measure.
looks major
It looks like we're in for a major slowdown from where we were before,
chairman farewell hole jackson nomination prior successor useful
It would have been useful to have had a nomination of a successor prior to Jackson Hole because, in a way, Jackson Hole is a farewell to Chairman Greenspan.
drawn due sources strength strong underlying weakness
The sources of weakness probably are temporary. The weakness belies some underlying strength because inventories were drawn down due to strong demand.
fed held march meet next power question rally remember staying views
The staying power of the rally is the question mark. You have to remember the views held by the Fed on March 28 are not necessarily the views held when they meet next on May 10.