88 Quotes by John Silvia

We're expecting housing to be flat in the second quarter and a drag on economic growth in the third quarter and fourth quarter.

The reality is someone new is going to have to take over the job, and that new person is never going to have as much experience as Greenspan,

The outlook accounting for Katrina suggests growth will slow in both the third and fourth quarter due to slower consumer spending.

There are varying degrees of pain, but I don't think there are going to be many sectors that are not going to be impacted,

If we get increased demand, where is the supply coming from? Is it domestic, or is it imported from Canada, Latin America and Asia? That's still an open question,

If they don't move to a neutral position, the bond market will react negatively. If the Fed sits there and reiterates the same risk on inflation, the bond market is going to look at this and say the Fed is way behind the curve.

Growth looks solid. The problem is prices paid were up again, suggesting inflation pressures remain a concern.

I don't think you have to worry about a profit squeeze, but don't be surprised when people start shouting profit growth has peaked. A lot of companies that are seeing increased costs for raw materials will not be able to pass them on to the consumers.

He'll tackle the issues straight on, here's how I think how we got here, and here's you have to do. It'll be a real challenge to the politicians.