30 Quotes by Drew Matus

We're expecting him to mention consumer confidence numbers and consumer spending numbers and to come out and say we need to ensure that consumer confidence is bolstered. We're expecting him to come out and basically let the markets know to expect a cut in March.

We're right where they want us to be -- between 2 and 2.5 percent increases in the core CPI. But last year there was more inflation than they were anticipating at the beginning of the year, and the concern you hear being expressed is that they don't want that to happen again.

Nobody's going to default in the U.S. Treasury market. The biggest concern I have is that not everybody understands that, and some people understand it better than others.

If we get more inflationary data, that could bring people back to their senses. Just because the Fed talks about inflation in a benign way one meeting doesn't mean that feeling will be pervasive at the next meeting.

Growth is strong. Inflation is making them a little nervous, even though they reiterate that core inflation and long-term inflation expectations are contained.

His star is shining. People are looking to him as an unofficial chairman.

His speeches are well thought out. After Greenspan, he's the one whose comments are most closely watched by the markets.

I think what this does is ratify the Fed's current stance --- moving at a measured pace seems to be the prudent course.

People are breathing a sigh of relief and bought a few bonds and stocks. Everyone plays, everyone wins.