86 Quotes by Greg Valliere

Even though there's a lot of angst over the budget, a cut of $56 billion over five years, or $40 billion in spending cuts over five years, is pretty mild ? it's almost a rounding error.

Even people who don't like Microsoft we talked to late yesterday were shocked. They felt this could give Microsoft an opening in the appeals process to claim, 'We didn't get due process, this judge was too impetuous, he moved too quickly.' Considering how great a job Jackson has done, for him to give Microsoft an opening at this late date was a little surprising.

Even people who don't like Microsoft we talked to late yesterday were shocked,

Things aren't as bad as Jason (Furman) said but they're not as good as the labor secretary said, ... The markets clearly were expecting a better number than 96,000. You've got to wonder ... are corporations sending us a signal that the underlying economy is not as good as people thought?

The wording of the statement will be very significant ? does it make it clear that the Fed is prepared to do more. It will be an important clue about what we might get going forward.

Right now the markets are viewing this as if it's going to be quick and painless.

Are there any real protectionist proposals that have chance of enactment? No. The most negative thing I would say is that the prospects for further trade liberalization are not great, but what we've got in place will stay in place.

This is not comparable to 2000. If we were talking 3,000 or 4,000 votes, it'd be a big story. But I think the markets will perceive this as a temporary delay of the inevitable.

A lot of actions, like going after the drug companies, will never make it through the House, ... Congress is hawkish, period, and will stay hawkish.