Bill Sullivan
Bill Sullivan
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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 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 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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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.
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This should be a party like none other in Highland.
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This tells us nothing about the strength of a recovery next year,
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Everything has combined to push prices to new heights and if and when stock markets capitulate, you will have a tremendous bid for Treasuries.
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Even though the rising pattern in borrowing costs is a form of restraint, it is being offset by a surge in equity wealth as the stock market records consistent gains.
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The government now agrees, after three years of inquiry and millions of dollars, that the evidence in the original case proves the terrorist convictions originally rendered by the jury.
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With so many events looming ahead, there is no incentive to take any major positions.
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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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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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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.
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We're trying to put a bright picture on the State of the Union address. We're well above the losses we saw several hours ago.