“After being worried that the economy was too hot and that inflation was coming back, suddenly you have this notion that maybe the economy is a little soft, that maybe the Fed has been a little overzealous.”
Kevin Bannon
“If we see signs that the economy is in fact slowing, and inflation remains contained, then the pause is a positive for stocks. But if we see tightness in the labor market, pressure in commodity markets, that could suggest we will see further hikes.”
Michael Sheldon
“He's saying the economy is healthy. Inflation is OK for now, but it could become a problem, so we're not done raising rates yet.”
Stuart Hoffman
“The economy is growing at a reduced but healthier pace. We don't anticipate any inflation problems, and corporate earnings are going up, up and away. So, yes, we're still bullish.”
Al Goldman
“The key point is that they're finally really positive on the economy and really optimistic that this inflation is under check. What do you have backing that today? You have news that factory orders are strong.”
Ryan Larson
“We still have an environment where the economy is moderating. The story on inflation is that it remains subdued.”
Philip Braverman
“I don't think, even with the economy a bit better, that we've crossed the inflation threshold. But we're operating pretty near full potential and that is why the markets are so sensitive to these economic news events.”
Charles Blood
