Roger Kubarych
Roger Kubarych
asian domestic effect hitting percent side whether
Whether it's 3.7 percent or 3.9 percent, it's booming, ... I don't think that the Asian effect is hitting us much and the domestic side is good.
biggest consumer depends effect equity gains housing impact people primarily providing report represents spending tapping wealth
The impact on consumer spending depends primarily on housing prices, because they're providing the biggest wealth effect right now. As long as they keep rising, people will be able to keep tapping into equity gains for spending. For now, this report just represents consumer grumpiness.
group strength talented
I see nothing but strength in each and every one of these candidates. This is an enormously talented group of people.
aware doubt industry lawsuits rash
There's no doubt about it there will be a lot of lawsuits (in a down market), ... The industry is well aware that there will be a rash of class-action lawsuits.
awful business costs gone pressure putting rise steep tremendous
The tremendous rise in all these costs has been steep enough and has gone on long enough that it's putting an awful lot of pressure on business costs.
bringing companies cost everybody fund generates growth jobs lower money savvy sorts sound tax ultimately using
Those companies are all very tax savvy and they are doing what everybody else would do -- they are bringing the money at a lower cost and using it to fund all sorts of things, ... Ultimately what generates jobs is macroeconomic growth and sound policies, and not a tax break.
believe coming consensus growth hold housing less market robust throughout
We believe the growth spurt will be less robust than the consensus and that a softening housing market will hold back (growth) throughout the coming year.
bush
Here's an appointment where Bush really can't make a mistake,
bush economy imagine picking spoil
I can't imagine Bush would want to spoil things in the economy by picking someone that is not competent,
advantage bargains consumers increase taking
Consumers are taking advantage of import bargains to increase their spending.
digging fed half inflation start year
It may be a year and a half or so before we see enough inflation for the Fed to start digging in.
dash monetary perfectly
It was the Greenspan-Kohn monetary policy, and the dash is perfectly legitimate,
actively ease monetary seeking signal trying vigilant
They could have waited, but they're trying to give us a signal that they're more than just vigilant -- that they're actively seeking to ease monetary policy.
full moderately percent viewed
We're at moderately full employment, but not full employment. Anything like 4 or 3.9 percent would have to be viewed as full employment.