Lincoln Anderson

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.

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.

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,

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.

The biggest thing that would help the markets right now would be a sustained drop in crude oil, but I'm read more

The biggest thing that would help the markets right now would be a sustained drop in crude oil, but I'm not holding my breath for that. It's drawing attention away from third-quarter numbers that, despite GM, are really pretty good.