Lynn Reaser
Lynn Reaser
basically benign economic growth optimal present solid
We have basically an optimal present economic situation, with solid growth and benign inflation.
businesses companies consumers inflation limited overall pricing quite remains selling
Overall inflation remains quite benign. Companies selling to consumers and businesses have limited pricing power.
arguing avoid concentration foreign impact investors likely limit reached starting
He's arguing that the limit may be starting to be reached as foreign investors avoid an over concentration of their portfolios' in dollars, but that the impact would likely not be traumatic.
fed interest keeping knock notion options path stop suggesting trying
He is keeping his options open, but he also is suggesting that we may not see a straight-line path for interest rates. I think he is trying to knock down the notion that the Fed could come to a stop and that the story will end there.
biting confidence consumer consumers decline large nails remains retailers seen vote whether
Retailers are biting their nails because of the large decline in consumer confidence. But it remains to be seen whether consumers will vote with their feet.
believe changes companies economy embrace statistics
Statistics do lag changes in the economy. I believe we will be migrating to one economy that will be a new economy as many companies that have been around for years embrace some of the newer technology.
company looking sell start
If a company is mute, they (investors) often sell because of the uncertainty. Go back and start looking at fundamentals.
appeared consumer consumers corporate decline despite expected frauds market numbers ongoing optimistic spending stock
We had expected a snap-back in consumer spending after a decline in May, and that's what these numbers showed, ... Consumers appeared to be optimistic in their spending, despite the stock market and the ongoing corporate frauds and malfeasance.
fears last moderate oil prices relief today worst
Today was a relief rally; it was an oil-price relief story. Oil prices are still very high, but much more moderate than the worst fears of last week.
fears last moderate oil prices relief today worst
Today was a relief rally; it was an oil-price relief story, ... Oil prices are still very high, but much more moderate than the worst fears of last week.
oil price relief today
Today was a relief rally; it was an oil price relief story,
certainly leave might moving point remove
I think they might leave it in one more time, but they are certainly moving to the point where they will need to modify or remove that language.
activity business claims next reflect region relatively seems three trend underlying
The underlying trend still seems to be relatively low, but the jobless claims will reflect the destruction to business activity in the region during the next two to three weeks.
far generally market tries trying valley wide
The market generally tries to look forward. It's trying to look over the valley but doesn't know how far or wide that valley will be.