Greg Valliere
Greg Valliere
impossible number
I think Friday's number will be impossible to analyze,
months
I think it will be months and months before you see this clarified.
backs bush delusional george justice maybe microsoft surprised treated until wait
I think Microsoft would like to wait until after the election, and maybe if George W. Bush wins, they could get treated better by a Bush Justice Department. I think they're delusional if they think that's going to get them out of their problem, but I wouldn't be surprised if that's in the backs of their minds.
agree cuts democrats fiscal might payroll rate side tax
We'll probably get more rate cuts tomorrow, but I think you will probably see something on the fiscal side too. You may even get a little more on the tax side. Even Democrats agree that we might need a payroll tax cut,
bush company favor next opposes problems record saying sort state until wait washington
Bush said in the state of Washington, right before the Washington primary, that he had problems with the suit. He indicated he didn't necessarily favor a breakup. The next day he sort of retracted the comments, but he is on record as saying that he really opposes a breakup. So, I think the company would like to wait until after the election.
bush economic few free issues next pass virtually
Bush is going to get a post-election free pass on virtually all economic issues for the next few months.
bands dollar europe exchange fed gold officials price robert travel wedding
If they exchange gold wedding bands (the) price of gold will go up. If they travel to Europe on their honeymoon, the dollar will strengthen. If (Treasury Secretary) Robert Rubin and other administration officials are there, the Fed won't tighten again.
air consumers country election
If this election uncertainty drags on that long, you've got to think the air of uncertainty in the country will infect consumers and consumer spending.
open season view
Right now, it's open season on him. Most Republicans view him as a liability.
best conclusion job selling snow tough wall
My take is that they know they've got a tough selling job ahead, ... I think they have to sell it (the policies) to Wall Street, to the capital, and to the public. The administration's conclusion is that Snow isn't the best salesperson for the job.
positions seems street taxes trade wall
On one hand, he seems more palatable to Wall Street than Dean, in that his positions on trade and taxes are more moderate.
agree budget coming congress cuts inability next pile spending stories surplus tax therefore
One of the big stories coming out of this is the inability to get anything done in the next two years. Therefore ... the budget surplus is going to pile up dramatically because Congress won't agree on big tax cuts or big spending hikes.
hill hurt seemed
O'Neill's gaffs have hurt him. There aren't a lot of Republicans on the Hill who like him. But he seemed to have the president's confidence.
against budget departure impediment stimulus worried
O'Neill's departure removes an impediment for a big stimulus package, ... He had been lobbying against a package, worried about a budget deficit.