56 Quotes by Alan Ruskin

The overall trend in orders is going to be south over time, ... I wouldn't use this as indicative of some impending recovery in the manufacturing sector.

we still don't have any clear signals that inflation is on the way up.

The data will keep the Fed on edge and provides fodder for the Fed hawks.

The data will certainly encourage views of a truncated Fed tightening cycle.

The data should tend to encourage views that the Fed is correct and that inflation looks to be contained.

We're trying to feel out where's the peak in the Fed funds rate. The data has tended to work in the direction of a weaker dollar.

To some extent, the bond market's trading pattern has not been resolved of late. This might provide some resolution, and I think it is going to be resolved in terms of higher yields,

Up until recently, oil price hikes have offset disinflation. This time around, we're in a situation where inflation is starting to peek its head above the parapet, and policy makers will see it more as an inflation threat. That's problematic -- if they have to start reacting to higher inflation pressures by raising rates, that does slow the economy down.

Employment slipped for the third time since November, and is now back below October levels, ... Since weakness in services employment has dominated the soft employment trends in this cycle, this data will tend to deflate rising expectations of a decent payrolls number.