Bill Sullivan
Bill Sullivan
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.
next recovery strength tells
This tells us nothing about the strength of a recovery next year,
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.
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.
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.
begins demand global growth
At the same time, the demand for many commodities is weakening here as global growth begins to moderate.
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.
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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.
deep measure republican support tax
Eliminating the dividend tax is an extraordinarily controversial measure -- even Republican support may not be as deep as assumed.
bid combined heights markets prices push stock tremendous
Everything has combined to push prices to new heights and if and when stock markets capitulate, you will have a tremendous bid for Treasuries.