38 Quotes by Richard Berner

Ultimately, a weaker dollar will spur policy shifts abroad that will be good for global growth. Ultimately, that will help earnings as well.

Worries of a housing-led consumer spending bust are overblown.

I believe that such fears are overblown. Advance labor-market indicators like Manpower's survey of businesses indicate that hiring plans are on the rise. So while it is true that job gains have been slow in coming, they typically are anemic in the early stages of recovery.

I believe that such fears are overblown, ... Advance labor-market indicators like Manpower's survey of businesses indicate that hiring plans are on the rise. So while it is true that job gains have been slow in coming, they typically are anemic in the early stages of recovery.

Certainly, current policy is ultra-accommodative and no policy-maker believes that it is consistent with price stability,

I don't think home values will crash -- they will rust, not bust. Demographics have underpinned demand, courtesy of a wave of immigration in the past 16 years that reduced supply, and you don't see the speculative overhang that could contribute to a bust in home values.

If we are right that both the pace of economic activity and corporate earnings are still fraught with near-term, downside risk, equity values and risk spreads will carry a recession uncertainty premium for some time -- a premium that the Fed will still want to counter.

With many people fearing a profitless recovery, earnings will probably surprise to the upside.

Greenspan's remarks will be significant, either because of what he does say or what he doesn't say, ... They will move rates higher this year but the timing of that may have changed.