Bill Sullivan
Bill Sullivan
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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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You don't get huge swings like this if you don't have huge amounts of capital being put to work,
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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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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.
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In many respects, the Fed is a bit player when it comes to the overall outlook. We're dealing with issues of confidence.
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These (the Nasdaq and oil) are the key factors driving prices higher in a very thin environment.
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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.
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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.
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I made sure I talked to him before he got another job, ... It's tough to find really good people.
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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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At the same time, the demand for many commodities is weakening here as global growth begins to moderate.
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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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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.