Greg Valliere
Greg Valliere
adage cuts fed hikes time
There's an adage that the Fed cuts or hikes one time too many.
concern good growing house job white
There's a growing concern that the White House is out of touch. He has to show more empathy, and he hasn't done a good job on that.
chance further negative proposals prospects stay trade
Are there any real protectionist proposals that have chance of enactment? No. The most negative thing I would say is that the prospects for further trade liberalization are not great, but what we've got in place will stay in place.
comparable delay markets perceive talking temporary
This is not comparable to 2000. If we were talking 3,000 or 4,000 votes, it'd be a big story. But I think the markets will perceive this as a temporary delay of the inevitable.
along appeal brings logical sex talented
I thought all along Edwards was the logical choice. He's so talented as a campaigner, and he brings a lot of enthusiasm, sex appeal and pizzazz to the ticket.
along appeal brings logical sex talented
I thought all along Edwards was the logical choice, ... He's so talented as a campaigner, and he brings a lot of enthusiasm, sex appeal and pizzazz to the ticket.
business man understand william
I think William Webster is a man of unquestionable integrity, but he doesn't really understand that business.
I thought there would be something a little gentler. This is very harsh.
hill house pressure tremendous white
I think we're very close. ... The White House has put tremendous pressure on the Hill to do something.
belief bit hoping market microsoft might noon rather reinforce resolution segments sooner speech sure today whether wrapped
I think what we all are hoping for is resolution sooner rather than later. I'm not sure that Gore's speech at noon today would reinforce the belief that this would get wrapped up quickly. (Some) segments of the market will do well whether it's Microsoft or drug stocks, but I think it might be a little bit premature.
hoping rather resolution sooner
I think what we all are hoping for is resolution sooner rather than later,
bush clear
I think Bush would be a clear favorite.
believe costs fed full hike jobs labor near percentage point rule strong totally unit
I think at the Fed they believe we're getting near full employment. You've got unit labor costs going up. If we get a very strong jobs number, I don't totally rule out a 50-basis point (half of a percentage point) hike in June.
higher knows layoffs moving seen start
I think everyone knows it will start moving higher because of all the layoffs we've seen so that will probably just tell us what we already know,