Bill Sullivan
Bill Sullivan
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Typically, at the present stage of an economic rebound -- roughly two years after the trough in economic activity had been reached -- corporations are borrowing aggressively, funding capital expansion projects, payroll additions and inventory accumulations,
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From that perspective alone, the current pattern of money supply weakness deserves scrutiny, particularly if the erosion persists into the new year. Essentially, the longer the pattern lasts, the greater the economic impact of this erosion.
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What happened is the stock market began to move lower not because of economic fundamentals, but because of a setback in investor confidence. This huge evisceration of wealth is being seen as a leading indicator of the economy. Against that backdrop, CEO perceptions of the economy's potential have worsened.
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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.
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Activity is very light ahead of Greenspan's testimony tomorrow. We really shouldn't see much movement . . . there is no prominent economic data out today.
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Activity is very light ahead of Greenspan's testimony tomorrow, ... We really shouldn't see much movement . . . there is no prominent economic data out today.
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If the economy continues to grow rapidly in March and April, (the Fed is) likely to raise that funds target again in May. So the market's been put on notice: Unless you see some overall moderation in economic activity, particularly in consumer spending, we're likely to see further tightening action down the road.
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The Fed is telling us today they want to stay ahead of the economic curve.
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What's going on in the Middle East is resonating more with investors now than it was a week ago, ... It's become very clear that the environment in the Middle East is (more) unsettled and that's introducing a new level of uncertainty.
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The stock market was euphoric over the data reported -- taking it as a sign the Fed will not raise rates over the balance of the calendar year. Inflation remains tame and the economy continues to grow.
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The speech doesn't appear to have garnered any attention at all. His comments really weren't the focus.
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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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Eliminating the dividend tax is an extraordinarily controversial measure -- even Republican support may not be as deep as assumed.
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Questions would arise over why the Fed needed to drop interest rates at this time. It would have raised fears that there was a train wreck coming in the financial system.