Bill Sullivan
Bill Sullivan
america global latin nations pressure prices pushing raise russia
The nations in Asia, Russia and Latin America have pressure to raise cash, so they are dumping their commodities on the global marketplace and that's pushing prices lower.
begins demand global growth
At the same time, the demand for many commodities is weakening here as global growth begins to moderate.
adlai against evidence global huge open opinion provided seem stevenson though turn unless wide
It does not seem as though this will be an Adlai Stevenson moment. I think a lot of his evidence may be open to wide interpretation. Unless there's a huge surprise, it doesn't seem that the evidence provided will turn global opinion against Saddam.
asia global goods japanese less market produced recovery slow
Japanese produced goods will become less competitive on the global market place as the yen appreciates and that's going to slow the recovery process, not only in Japan, but Asia as a whole.
conflict dynamic equity global hitting investors markets rule several
If conflict extends for several months, that is a completely different dynamic than investors are assuming. One could not rule out global equity markets hitting new lows.
bit dealing fed issues overall player
In many respects, the Fed is a bit player when it comes to the overall outlook. We're dealing with issues of confidence.
driving factors higher key prices thin
These (the Nasdaq and oil) are the key factors driving prices higher in a very thin environment.
borrowing deny economy fragile low recovery remove
This is a very fragile recovery process. It's been reliant on these low borrowing costs. If we remove them, we effectively deny the economy its support.
good sure talked tough
I made sure I talked to him before he got another job, ... It's tough to find really good people.
clear economy edge fairly generating growing interest permit price rapidly rates though
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.
borrowing current cycle expansion far lack notion seemingly thus
The lack of such short-term borrowing thus far in the current cycle seemingly contradicts the notion that a brisk expansion is under way.
ahead economic fed stay telling today
The Fed is telling us today they want to stay ahead of the economic curve.
clear east environment investors level middle unsettled week
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.
believe result risks strength underlying
There is a lot of underlying strength in this economy, and as a result we do believe there are some inflationary risks down the road.