56 Quotes by Alan Ruskin

Would it surprise me that they would change their whole asset allocation dramatically? That would be more surprising.

We read any change in language as more likely to generate a slower pace of tightening than a speeding up in tightening to 50-basis-point increments.

The problem with inflation targeting is that it carries with it a risk of less flexibility at times, and that could be problematical. But it also makes policy less of a black box, so policy is likely to be more transparent.

We have a peculiar situation in which the shoppers seem to feel there is plenty to be cheerful about but the bond market is much more cautious.

Non-farm payroll numbers of over 300,000 are pretty much consistent with economic growth of about 4 percent, (and) that's way above trend,

My concern is that what's happened here is that inflation is higher than the Fed anticipated. On top of that, the kind of tightening already imposed by the markets, in terms of lower equities and higher bond yields, is setting up weaker growth in 2005.

My gut says the Fed doesn't have too many bullets left to fire, and therefore they have to use them sparingly, and we'll see a (quarter percentage point) cut at the next meeting.

Poor employment trends clearly are weighing on sentiment, ... The (IBD) data is consistent with a meaningful decline in the Michigan survey.

I don't think per se jettisoning Snow would be seen as dollar negative. The mere fact that we've got a change of guard isn't necessarily dollar negative. These things happen. Presidents do change personnel.