Maureen Allyn

It certainly looks like [new claims] have peaked. You're looking at several weeks where they've come off the peak they read more

It certainly looks like [new claims] have peaked. You're looking at several weeks where they've come off the peak they hit after Sept. 11.

This is kind of capping a string of fairly strong numbers, and I'm even going to have to boost my read more

This is kind of capping a string of fairly strong numbers, and I'm even going to have to boost my estimate of fourth quarter GDP up closer to 3 percent. We know the Fed is sitting on the edge of its seat. It's going to make everybody a bit nervous.

With profits in such a tailspin, I'm revising down my capital expenditure outlook for the next six to nine months, read more

With profits in such a tailspin, I'm revising down my capital expenditure outlook for the next six to nine months, and (I see) almost zero job growth for rest of this year.

We just don't see the wage pressures and I think the bond market is so happy because that means there read more

We just don't see the wage pressures and I think the bond market is so happy because that means there really isn't any threat of inflation out there. Remember all those terrible surprises we used to get on Fridays? It's about time the bond market got a good one.

Private sector credit from 1999 through the first half of 2001 was adding $1.2 trillion per year. It was the read more

Private sector credit from 1999 through the first half of 2001 was adding $1.2 trillion per year. It was the mother of all credit expansions.