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Letter "I" » Ian Shepherdson Quotes
«[Greenspan] acknowledged unambiguously that there is not yet enough data to be sure growth has slowed in a sustained way, ... But his willingness to dig deep to find possible reasons why it might have suggests he is ready to wait before raising rates again.»
«As far as we can tell, just about everyone now expects another 25-basis-point hike on May 16, which rather begs the question why the Fed did not act more boldly today and raise rates by 50 basis points, ... By the time of the May meeting, a bigger move might be forced upon the FOMC.»
«There is, in short, no sign that the housing market has turned down, ... The lack of supply of existing homes simply means that prices will rise more quickly -- and with mortgage rates at just over 8 percent, there won't be any slowdown in home sales anytime soon.»
«[Even so,] there is as yet no clear sign of a downturn in sales, despite the rise in mortgage rates over the past year, ... People are still shrugging off the rise in rates.»
«We think not, but this report muddies the waters for the FOMC.»
«This report muddies the policy waters,»
«The Fed's chief worry is still the labor market, ... So long as the unemployment rate does not fall further, and clear signs of consumer slowed own emerge, the Fed will be able to leave rates on hold.»
«Eventually, we do expect housing to lead the economy into a sustained slowdown, but it will take time, and patience is not the markets' most obvious virtue,»
«The report suggests that industrial orders are trending higher as manufacturing recovers from the Asia crisis, ... There are no real signs of a slowdown.»
«He used the word 'pre-emptive,' which was the signal he used before the March 1997 rate hike,»

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