Rich Yamarone
Rich Yamarone
appears business company hurricane jump southeast storm tropical weaker
It appears as if every company doing business in the Southeast will jump on the Hurricane Frances, Charley and Tropical Storm Gaston bandwagons for their weaker third-quarter performance,
campaign generally higher labor markets met prolonged result
Constraints in labor markets generally result in higher inflation, which would be met by a prolonged rate-hiking campaign by the Fed.
carrying deal economy economy-and-economics great momentum robust second seeing
What you're seeing now is a robust economy carrying a great deal of momentum into the second quarter.
barrel increase prices trigger
If anything is going to trigger an increase in prices down the road, it's $65 a barrel oil.
economic flash growth job normally red results
Torrid economic growth normally results in torrid job growth. And that will probably flash red for Fed-watchers.
deny impressive throw time
You can't deny it was impressive and desirable. But at the same time you have to throw in unsustainable.
data rather
forecasting on hopes, rather than what the data says.
businesses care energy health investing originally seeing situation start
That (pulling back on lending) is a lot of what you're seeing now. Then you exacerbate the situation by having skyrocketing energy and health care costs, and you start to see why businesses may not be investing as much as we originally thought they would.
investors line money people willing
It's more important what investors believe, because those people are willing to put their money on the line like that.
onward
It'll be onward and upward for the Fed's tightening cycle.
bigger pieces taking
When you put all these little pieces together, you get a bigger drag, and that's what's taking the toll. It's the culmination of all these little things.
employee favor tide turning versus
I think the tide is turning in favor of the employee or jobseeker versus the company.
company employee favor job seeker tide turning versus
I think the tide is turning in favor of the employee or job seeker versus the company.
bankers behind bottle central cork fairly fall fed fighting firmly genie goal history inflation sneak tells worst
History tells us that the Fed has always overshot its tightening goal -- central bankers like to know the cork is firmly implanted in the bottle so that the inflation genie doesn't sneak out. The worst thing a central bank can do when fighting inflation is fall behind the curve. Therefore, we are fairly comfortable with our Street-high estimate.