15 Quotes by Tim Rogers

It's a darn good start to the first quarter,

Consumers are on a strong footing despite the low savings rate. Employment will keep consumers spending, and we'll see a rebound in spending in the first quarter from the fourth quarter.

The numbers are starting to suggest we're not going to see a big downward move in November and it will maybe be pushed back to next year.

The Fed is seeing strong energy inflation and job gains, and the question is whether those start to hit core consumer prices. To date, core inflation has been growing at a fairly tame rate. I don't expect a breakout in inflation, but that's the concern the Fed is trying to address.

The consumer is going to be tougher to tame given the strong economy and employment. There's plenty of momentum in spending.

The housing sector is finally showing that it isn't resilient to everything.