Jeff Cheah Quotations
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Certainly Quotes
What all this tells us and is certainly telling the Fed is that maybe we need to examine what the sustainable growth rate really is. The risk is that we have an economy that is growing at a pace that historically suggests we should see inflation pressures, but we're not seeing that yet.
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Certainly Quotes
It suggests to us that the manufacturing sector of the economy is still developing at a giddy speed, and the price component looks problematic and is showing price pressure. While there's certainly no danger of hyper-inflation, there are some indications that prices may start to accelerate.
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Appear Quotes
All this time, throughout the earnings season for the last couple of quarters, we've been hearing that visibility continues to be very poor going forward. Now, for the first time, you have a CEO of a high-profile company saying at least that business conditions appear to have stabilized, and I think that was the trigger for the rally today.