Lincoln Anderson

I think this will be more of a company-led expansion instead of one led by consumers.

I think this will be more of a company-led expansion instead of one led by consumers.

I look at that as really good news for the market; you want something right in the sweet spot. We're read more

I look at that as really good news for the market; you want something right in the sweet spot. We're just in a nice, smooth acceleration, and now people are starting to think that's likely to be sustained.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

In the meantime, the data on the US economy (especially employment and industrial production) will look very weak in the read more

In the meantime, the data on the US economy (especially employment and industrial production) will look very weak in the next few months,

People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.

People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.