126 Quotes by Lara Rhame

The markets have probably been too quick to connect the dots from the current slew of good data straight to a Fed rate hike,

I think the employment situation is getting better, slowly, so I don't think it will cause the consumer to shut down, ... But job growth like this makes consumer spending that much more fragile, if some exogenous shock should hit.

The markets are trying to put this data in the context of how scared the Fed is by it. It's very difficult to see exactly what the Fed views as a continuation of last year's trend of broadly declining price pressure and what the Fed sees as a substantial decline.

I think a lot of gloom still exists about the size of the deficit and the market is punishing the dollar for that.

The market reacted exactly the way they wanted it to, which was to flatten the yield curve. I think the point is clear: Policy makers are going to do whatever they can to help the Fed. The rate cuts that the Fed is putting through are only hitting the short curve; they're only psychological.

I think it's too soon to call for a bottom simply because history has shown us that with this currency, it's a tough bet.

I think they'll need to see a lot of job growth, not just one month.

It is a modest dollar negative; the trade data combined with the claims data, but the focus this morning is very much on digesting the BOJ and on payrolls tomorrow.

Look at the subcomponents -- what are inventories and new orders in this case? ... If I were the purchasing manager at a hospital and somebody asked me about 'new orders,' what would I count? Syringes? Patients? At a bank, what's 'inventory?' Palm Pilots? Mortgages?