Related
The big picture here is that the Bank's forecasts for growth and inflation are different to consensu...
ALAN CASTLE We see high growth with very low inflation. These aren't mutually exclusive. You have to remember th...
MATTHEW ALEXY If it requires us sacrificing short-term growth or sacrificing long-term growth to make sure we're a...
CHASE CAREY![]()
Most likely the higher prices will slow growth, ... But there is the growing threat that we get a co...
MARK ZANDI It is outstanding to see such growth with not even any inflation,
CAROL STONE Aggregates we are seeing in terms of import and export expansion among others are broadly in line wi...
CHARLES ABUKA![]()
Inflation is determined by money supply growth.
ROGER BOOTLE Inflation is still a threat when U.S. economic growth is relatively strong. It will weigh down Treas...
MASAYUKI SENDA With inflation slowing, the focus now is to keep rates steady for growth.
HASITHA PREMARATNE Concerns about inflation are well tempered by concerns about how quickly economic growth will be und...
LOUISE PURTLE Investors will continue to look closely at U.S. macro data for any sign that growth may disappoint o...
ROSS TEVERSON The market's selling off because the economic growth we're seeing is starting to stir some fears of ...
DAVID JARVIS We got a little bit less growth and a little bit more inflation.
IAN MORRIS The near-term inflation outlook will cause the Reserve Bank some short term concern,
ALAN OSTER If under these circumstances the F.O.M.C. is prepared to keep going, then this means that the commit...
EDWARD MCKELVEY Now that the world economy is on firmer footing, investors have grown skeptical that rapid growth ca...
ADAM BLANKMAN The Fed is erring on the side of fighting inflation and is willing to risk slower growth.
GERALD LUCAS It's a question of relative risks and Bollard is more mindful of inflation. He will be comfortable w...
CAMERON BAGRIE High oil prices may raise inflation but longer-term it's negative for growth and that's how the Fed ...
DAVID MANN The acceleration of loan growth will add further fuel to the current growth momentum and we see upsi...
HONG LIANG It's more news of good economic growth and low inflation. That takes pressure off of stocks.
JIM AWAD The really surprising thing is the lack of inflation given this kind of growth.
EDWARD MCKELVEY We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN If anything, this confirms the Fed's bias towards inflation rather than worrying about a slow down i...
GINA MARTIN The signal is that if we have good growth in 2006 but no inflation, there is no need to raise rates....
ERIC GIRARD What Katrina has done is shift the economic focus from inflation to growth.
DAVID M. JONES You clearly have to keep watching this inflation issue. You do have to have some concern that, based...
JAMES AWAD![]()
This year, we are certainly creating some pressure on the bottom line by this move in the US to broa...
JONATHAN MILLER![]()
The government will always tell you that it wants low inflation. The real issue is the horizon over ...
RAGHURAM RAJAN The most serious risk to medium-term inflation is the continuing strength of household spending, sup...
ALAN BOLLARD There are two main drivers of asset class returns - inflation and growth.
RAY DALIO![]()
The reality is that zero defects in products plus zero pollution plus zero risk on the job is equiva...
DIXIE LEE RAY![]()
The reality is that zero defects in products plus zero pollution plus zero risk on the job is equiva...
DIXIE LEE RAY I can't comment on the short term situation. But over the long term, based on the economic growth fu...
ANDREW HOLLAND The Federal Reserve will be meeting on Sept. 30. It will be an easy decision to leave policy unchang...
DANA JOHNSON There's strong growth and no inflation. It doesn't get any better than that.
ANDREW BUSCH We will see a change in the drivers of economic growth with capital spending taking a lead. There is...
CARL RICCADONNA The dollar is stronger because of higher rates. Look at the bond market: it's been selling off with ...
JOE FRANCOMANO The minutes indicate a majority that feels satisfied with the current economic climate. The Bank not...
GAVIN REDKNAP When growth is slower-than-expected, stocks go down. When inflation is higher-than-expected, bonds g...
RAY DALIO Inflation springs from how intensely resources are used. There is an enormous amount of unused capac...
JAMES GLASSMAN The government is maintaining full vigilance on the inflationary front and will take all measures th...
ABDULNABI MACKI Strong figures on growth and inflation will reinforce expectations of higher Fed rates, supporting t...
XINYI LU It's as good as it gets. You've got low inflation, minimal wage pressure, great productivity, boomin...
DAVID RESLER It's really amazing. Our economy is growing at over 4 percent real growth and in the midst of that w...
KATHLEEN CAMILLI The inflation risk in the short, medium and long term have risen.
AXEL WEBER Looking forward, we welcome the Turkish government's goals of continuing to reduce inflation, and en...
HORST KOEHLER Despite low unemployment, wage growth remains contained. With job gains slowing, the risks from wage...
BILL EVANS This summer's hurricanes served as a trigger point to start slightly slower economic growth. Higher ...
ED SULLIVAN The Fed sounded optimistic about growth, but its view that the risks of inflation and inflation expe...
JAMES CARON It's a great picture, it reduces unit labor cost growth, which improves the inflation outlook. Aweso...
IAN MORRIS Core inflation is very well controlled and economic growth is weak. The market is starting to price ...
MANUEL TORRES More sluggish economic growth combined with success in reducing inflation provides a potent mix for ...
LAWRENCE GOODMAN This is obviously a continuation of what we've been seeing, which is strong economic growth and infl...
MICHAEL DARDA The big concern is future inflation and the Fed is viewing that through the labor market. Wage growt...
JEFFREY SAUT Wage inflation works with a lag and is going to stay high. It's hard to get too bearish about the ou...
CRAIG EBERT If prices -- adjusted for inflation -- were to go above those of the 1970s oil crisis, then China wo...
ALAN CHAN Unemployment is sufficiently high, and the economy has just come out of a relatively mild recession,...
CHARLES LIEBERMAN I think what we've seen over the last couple of months is an investor shift from being concerned abo...
JOHN ZIMMERMAN Economists are expecting a gradual slowdown in economic growth paired with a slowdown in inflation. ...
JACK ABLIN![]()
The choice facing the American people is not between growth and stagnation, but between short-term g...
STEWART UDALL The prospects for a rate cut have certainly increased. You have weaker inflation and in addition the...
GEORGE BUCKLEY The economy was pretty much firing on all cylinders, and the second quarter showed us still on a goo...
LYNN REASER Middle-income living standards, and poverty for that matter, are best addressed through employment g...
BEN S. BERNANKE![]()
It's about as inflation-proof a business sector as you can find because of the confluence of two gro...
EDWARD HARRISON There is naturally a tension between short-term and long-term, ... The key is, you can never sacrifi...
CHARLES PRINCE Because the economy is so strong, import growth is also very strong, and that import growth is erodi...
CHRISTIAN STRACKE The market is keen to see that evidence of stronger growth and inflation is confirmed in economic da...
ALESSANDRO TENTORI Such levels have typically coincided with a short-term contraction. After five years of stellar grow...
CAMERON BAGRIE There is so much momentum in consumer spending and business investment that economic growth in the t...
DICK GREEN These wage costs show that there are real wage increases going on in the community, but they are res...
PETER COSTELLO We will ensure that, even in an environment of rising inflationary risks, the ECB will make an impor...
AXEL WEBER There is a great trade-off that exists between growth and equality. If economic growth is desired, i...
DOUGLAS J UTBERG If you look at all the speakers after the last Fed meeting, they've all held to the same line: Infla...
ADAM BROWN![]()
In the '30s, the Keynesian stuff worked at least in the sense that you could print money without...
PETER THIEL This is the classic long-term/short-term tradeoff. We're accepting lower short-term earnings in retu...
ROBERT ALLEN Rate cuts may spur credit growth, however a government will have to keep a closer eye on it's inflat...
SANJEEWA FERNANDO According to our calculation, 30 percent is the maximum increase (if the economy is) to achieve 8.0 ...
BURHANUDDIN ABDULLAH The correction somewhat mutes inflation concerns. The market is looking in one direction today and t...
BILL DAVISON With growth in central Canada stuck well below potential, the overall track for. . . core inflatio...
WARREN LOVELY This is a perfect jobs report. Job growth slowed significantly and there are absolutely no signs of ...
BILL CHENEY [TIPS are a] terrific long-term hedge against inflation, ... are not a good hedge against short-term...
ERIC JACOBSON This market is on a roll. As long as we have an environment of slow growth, low inflation, low inter...
MARSHALL ACUFF The bond market has been pricing in a premium against potential inflation. They've been looking at t...
ROB PALOMBI There's some caution ahead of Greenspan. The market is looking for soothing words, such as growth is...
GARY SCHLOSSBERG Markets are now focused squarely on inflation. Will it follow the great growth we've seen and force ...
JOHN AUGUSTINE Markets are now focused squarely on inflation, ... Will it follow the great growth we've seen and fo...
JOHN AUGUSTINE The Federal Reserve system has been very much a lucky passenger in this growth, ... It's the bond ma...
BERT ELY The Japanese economy seems to be stagnating versus rapid growth in China, but its growth is ready to...
HIDENAO NAKAGAWA![]()
Moderation of oil prices would be very, very welcome. But overall I think we are in a position of st...
JOHN W. SNOW The fundamental premise of our discipline is that over the long term, if you own very high-quality g...
BOB MILLEN The outlook for inflation seems very positive to me for some time to come, and therefore, I doubt th...
ROBERT MCTEER There's some debate about whether we're at the point where inflation starts to kick in.
DEREK HOLT We have two surprises in our economy: better-than-expected growth and lower-than-expected inflation,...
EDWARD YARDENI Anytime you get a report that shows growth and goes against inflation, as in the productivity report...
JOSEPH KALINOWSKI The Fed is concerned that higher energy costs may give an adverse impact on growth rather than posin...
HIDEHIKO MAEJIMA Monetary policy aimed at either fending off a low-probability occurrence of high core inflation or a...
ANDREW PYLE With increasing signs of a slowdown in housing, the Federal Reserve and investors should still be ca...
DAVID KELLY Our feeling is that because you have a new central banker, they are going to want to err on the side...
ETHAN HARRIS Any additional rate increases would need to be precipitated by higher inflation or above-trend growt...
AMITABH ARORA
ALAN CASTLE We see high growth with very low inflation. These aren't mutually exclusive. You have to remember th...
MATTHEW ALEXY If it requires us sacrificing short-term growth or sacrificing long-term growth to make sure we're a...
CHASE CAREY
Most likely the higher prices will slow growth, ... But there is the growing threat that we get a co... MARK ZANDI It is outstanding to see such growth with not even any inflation,
CAROL STONE Aggregates we are seeing in terms of import and export expansion among others are broadly in line wi...
CHARLES ABUKA
Inflation is determined by money supply growth. ROGER BOOTLE Inflation is still a threat when U.S. economic growth is relatively strong. It will weigh down Treas...
MASAYUKI SENDA With inflation slowing, the focus now is to keep rates steady for growth.
HASITHA PREMARATNE Concerns about inflation are well tempered by concerns about how quickly economic growth will be und...
LOUISE PURTLE Investors will continue to look closely at U.S. macro data for any sign that growth may disappoint o...
ROSS TEVERSON The market's selling off because the economic growth we're seeing is starting to stir some fears of ...
DAVID JARVIS We got a little bit less growth and a little bit more inflation.
IAN MORRIS The near-term inflation outlook will cause the Reserve Bank some short term concern,
ALAN OSTER If under these circumstances the F.O.M.C. is prepared to keep going, then this means that the commit...
EDWARD MCKELVEY Now that the world economy is on firmer footing, investors have grown skeptical that rapid growth ca...
ADAM BLANKMAN The Fed is erring on the side of fighting inflation and is willing to risk slower growth.
GERALD LUCAS It's a question of relative risks and Bollard is more mindful of inflation. He will be comfortable w...
CAMERON BAGRIE High oil prices may raise inflation but longer-term it's negative for growth and that's how the Fed ...
DAVID MANN The acceleration of loan growth will add further fuel to the current growth momentum and we see upsi...
HONG LIANG It's more news of good economic growth and low inflation. That takes pressure off of stocks.
JIM AWAD The really surprising thing is the lack of inflation given this kind of growth.
EDWARD MCKELVEY We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN If anything, this confirms the Fed's bias towards inflation rather than worrying about a slow down i...
GINA MARTIN The signal is that if we have good growth in 2006 but no inflation, there is no need to raise rates....
ERIC GIRARD What Katrina has done is shift the economic focus from inflation to growth.
DAVID M. JONES You clearly have to keep watching this inflation issue. You do have to have some concern that, based...
JAMES AWAD
This year, we are certainly creating some pressure on the bottom line by this move in the US to broa... JONATHAN MILLER
The government will always tell you that it wants low inflation. The real issue is the horizon over ... RAGHURAM RAJAN The most serious risk to medium-term inflation is the continuing strength of household spending, sup...
ALAN BOLLARD There are two main drivers of asset class returns - inflation and growth.
RAY DALIO
The reality is that zero defects in products plus zero pollution plus zero risk on the job is equiva... DIXIE LEE RAY
The reality is that zero defects in products plus zero pollution plus zero risk on the job is equiva... DIXIE LEE RAY I can't comment on the short term situation. But over the long term, based on the economic growth fu...
ANDREW HOLLAND The Federal Reserve will be meeting on Sept. 30. It will be an easy decision to leave policy unchang...
DANA JOHNSON There's strong growth and no inflation. It doesn't get any better than that.
ANDREW BUSCH We will see a change in the drivers of economic growth with capital spending taking a lead. There is...
CARL RICCADONNA The dollar is stronger because of higher rates. Look at the bond market: it's been selling off with ...
JOE FRANCOMANO The minutes indicate a majority that feels satisfied with the current economic climate. The Bank not...
GAVIN REDKNAP When growth is slower-than-expected, stocks go down. When inflation is higher-than-expected, bonds g...
RAY DALIO Inflation springs from how intensely resources are used. There is an enormous amount of unused capac...
JAMES GLASSMAN The government is maintaining full vigilance on the inflationary front and will take all measures th...
ABDULNABI MACKI Strong figures on growth and inflation will reinforce expectations of higher Fed rates, supporting t...
XINYI LU It's as good as it gets. You've got low inflation, minimal wage pressure, great productivity, boomin...
DAVID RESLER It's really amazing. Our economy is growing at over 4 percent real growth and in the midst of that w...
KATHLEEN CAMILLI The inflation risk in the short, medium and long term have risen.
AXEL WEBER Looking forward, we welcome the Turkish government's goals of continuing to reduce inflation, and en...
HORST KOEHLER Despite low unemployment, wage growth remains contained. With job gains slowing, the risks from wage...
BILL EVANS This summer's hurricanes served as a trigger point to start slightly slower economic growth. Higher ...
ED SULLIVAN The Fed sounded optimistic about growth, but its view that the risks of inflation and inflation expe...
JAMES CARON It's a great picture, it reduces unit labor cost growth, which improves the inflation outlook. Aweso...
IAN MORRIS Core inflation is very well controlled and economic growth is weak. The market is starting to price ...
MANUEL TORRES More sluggish economic growth combined with success in reducing inflation provides a potent mix for ...
LAWRENCE GOODMAN This is obviously a continuation of what we've been seeing, which is strong economic growth and infl...
MICHAEL DARDA The big concern is future inflation and the Fed is viewing that through the labor market. Wage growt...
JEFFREY SAUT Wage inflation works with a lag and is going to stay high. It's hard to get too bearish about the ou...
CRAIG EBERT If prices -- adjusted for inflation -- were to go above those of the 1970s oil crisis, then China wo...
ALAN CHAN Unemployment is sufficiently high, and the economy has just come out of a relatively mild recession,...
CHARLES LIEBERMAN I think what we've seen over the last couple of months is an investor shift from being concerned abo...
JOHN ZIMMERMAN Economists are expecting a gradual slowdown in economic growth paired with a slowdown in inflation. ...
JACK ABLIN
The choice facing the American people is not between growth and stagnation, but between short-term g... STEWART UDALL The prospects for a rate cut have certainly increased. You have weaker inflation and in addition the...
GEORGE BUCKLEY The economy was pretty much firing on all cylinders, and the second quarter showed us still on a goo...
LYNN REASER Middle-income living standards, and poverty for that matter, are best addressed through employment g...
BEN S. BERNANKE
It's about as inflation-proof a business sector as you can find because of the confluence of two gro... EDWARD HARRISON There is naturally a tension between short-term and long-term, ... The key is, you can never sacrifi...
CHARLES PRINCE Because the economy is so strong, import growth is also very strong, and that import growth is erodi...
CHRISTIAN STRACKE The market is keen to see that evidence of stronger growth and inflation is confirmed in economic da...
ALESSANDRO TENTORI Such levels have typically coincided with a short-term contraction. After five years of stellar grow...
CAMERON BAGRIE There is so much momentum in consumer spending and business investment that economic growth in the t...
DICK GREEN These wage costs show that there are real wage increases going on in the community, but they are res...
PETER COSTELLO We will ensure that, even in an environment of rising inflationary risks, the ECB will make an impor...
AXEL WEBER There is a great trade-off that exists between growth and equality. If economic growth is desired, i...
DOUGLAS J UTBERG If you look at all the speakers after the last Fed meeting, they've all held to the same line: Infla...
ADAM BROWN
In the '30s, the Keynesian stuff worked at least in the sense that you could print money without... PETER THIEL This is the classic long-term/short-term tradeoff. We're accepting lower short-term earnings in retu...
ROBERT ALLEN Rate cuts may spur credit growth, however a government will have to keep a closer eye on it's inflat...
SANJEEWA FERNANDO According to our calculation, 30 percent is the maximum increase (if the economy is) to achieve 8.0 ...
BURHANUDDIN ABDULLAH The correction somewhat mutes inflation concerns. The market is looking in one direction today and t...
BILL DAVISON With growth in central Canada stuck well below potential, the overall track for. . . core inflatio...
WARREN LOVELY This is a perfect jobs report. Job growth slowed significantly and there are absolutely no signs of ...
BILL CHENEY [TIPS are a] terrific long-term hedge against inflation, ... are not a good hedge against short-term...
ERIC JACOBSON This market is on a roll. As long as we have an environment of slow growth, low inflation, low inter...
MARSHALL ACUFF The bond market has been pricing in a premium against potential inflation. They've been looking at t...
ROB PALOMBI There's some caution ahead of Greenspan. The market is looking for soothing words, such as growth is...
GARY SCHLOSSBERG Markets are now focused squarely on inflation. Will it follow the great growth we've seen and force ...
JOHN AUGUSTINE Markets are now focused squarely on inflation, ... Will it follow the great growth we've seen and fo...
JOHN AUGUSTINE The Federal Reserve system has been very much a lucky passenger in this growth, ... It's the bond ma...
BERT ELY The Japanese economy seems to be stagnating versus rapid growth in China, but its growth is ready to...
HIDENAO NAKAGAWA
Moderation of oil prices would be very, very welcome. But overall I think we are in a position of st... JOHN W. SNOW The fundamental premise of our discipline is that over the long term, if you own very high-quality g...
BOB MILLEN The outlook for inflation seems very positive to me for some time to come, and therefore, I doubt th...
ROBERT MCTEER There's some debate about whether we're at the point where inflation starts to kick in.
DEREK HOLT We have two surprises in our economy: better-than-expected growth and lower-than-expected inflation,...
EDWARD YARDENI Anytime you get a report that shows growth and goes against inflation, as in the productivity report...
JOSEPH KALINOWSKI The Fed is concerned that higher energy costs may give an adverse impact on growth rather than posin...
HIDEHIKO MAEJIMA Monetary policy aimed at either fending off a low-probability occurrence of high core inflation or a...
ANDREW PYLE With increasing signs of a slowdown in housing, the Federal Reserve and investors should still be ca...
DAVID KELLY Our feeling is that because you have a new central banker, they are going to want to err on the side...
ETHAN HARRIS Any additional rate increases would need to be precipitated by higher inflation or above-trend growt...
AMITABH ARORA
