88 Quotes by John Silvia

As suggested by the orders data and the ISM survey, the initial stage of inventory replenishment has not been sustained, ... Slower growth ahead remains the most likely outcome.

An economy in neutral has started to move forward.

Employment markets were solid on the eve of destruction.

Employment and wages are stronger and therefore, consumer spending is stronger. Housing is slowing, but not as much as we would have expected, and the price of oil is so far not having that big an impact on the consumer.

There's got to be a lot of people out there with the cash for a deposit.

They are all pretty well-known. They have all played in Washington circles.

The secular trend of foreign private interest in U.S. securities is likely to continue as long as the U.S. economy remains strong.

People have adjusted faster than we expected to the way they use credit. This could be a signal that Christmas sales may be weaker than expected.

Defense spending tends to be very lumpy in terms of the quarter in which it hits. When you're in the middle of a war, you have to have goods delivered. But even if it had been 3.6, it would still be respectable growth.