Bill Sullivan
Bill Sullivan
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The lack of such short-term borrowing thus far in the current cycle seemingly contradicts the notion that a brisk expansion is under way.
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The Fed is telling us today they want to stay ahead of the economic curve.
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In our judgment, this pattern could be another exhibition of household balance sheet stress, as the shift would seem to suggest that a relatively small rise in 30-year rates apparently excludes a significant number of prospective home buyers from qualifying for mortgage credit.
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We call this our neighborhood bar - it's our home. I can walk in and they have my drink ready before I even get to the bar.
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It's clear that, even though the economy is growing fairly rapidly ... it's not generating any price pressures. This may permit interest rates to edge lower.
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Anyone who likes the big band sound and the music of Frank Sinatra and his contemporaries will truly appreciate the entertainment.
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Conceivably, as the number of households that refinanced dropped off, the ability for consumers to enhance cash flows and service other debt loads eroded as well, thus partially accounting for the upturn in late payments.
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Eliminating the dividend tax is an extraordinarily controversial measure -- even Republican support may not be as deep as assumed.
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It may be just a coincidence, ... but all recessions since the 1970s have been associated with higher energy costs.
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It was a very strong quarter across the company,
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These actions enable Agilent to focus exclusively on realizing its full potential as the world's premier measurement company. It has become increasingly clear that investors also prefer this exclusive focus on the $40 billion measurement market.
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There's a huge conviction in the Wall Street community that this will be a successful, surgical, short-lived military incursion. That it will not cause any collateral damage to oil fields, that it will not destabilize Middle Eastern governments and that it will not lead to acts of terrorism in the United States.
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That is amazing. ... People have the same script but are interpreting it differently. The equity crowd view is that the Brazilian package is the first step to relieving the stresses on Latin America.
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It's almost absurd to think you can replace the World Series as an economic event. In no way does it put the economy at risk of double-dip recession, but I believe the economy loses.