I'm more interested in whether the losses we'll see on Friday are a permanent feature on the landscape or just the result of people pushed out of work due to Katrina and Rita. I think the market will look at it and shrug it off and look at what's going to happen in October.

Lincoln Anderson

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There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

— Lincoln Anderson

I think this will be more of a company-led expansion instead of one led by consumers.

— Lincoln Anderson

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond investors tend to figure it out before the rest of the retail market and dump their bonds.

— Lincoln Anderson

For five years I worked at the [Commerce Department] and did econometric modeling, and you could never get these numbers to load into consumption numbers. They're not leading indicators or coincident indicators. They don't tell you a lot.

— Lincoln Anderson

I look at that as really good news for the market; you want something right in the sweet spot. We're just in a nice, smooth acceleration, and now people are starting to think that's likely to be sustained.

— Lincoln Anderson