Greg Valliere
Greg Valliere
congress economy feeling middle might return
By the middle of the fall, if there's a feeling that the economy has withstood this blow, then Congress might be able to return to a more traditional agenda.
crippled dollar market president whether
If the President is really crippled I would look at the dollar to see whether there really is a market impact,
markets top
If you look at who the markets would be the most comfortable with, and that has to be one of the top criteria, then Feldstein has got to be the No. 1 pick,
changed election final outcome
in the final analysis, I don't think the election outcome has changed all that much.
below dollar export improve intervene threaten
If the dollar were to threaten below 120 yen again, they'll intervene again. I think they've got to improve their export sector. They've got to export their way out of this.
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.