Lincoln Anderson

For five years I worked at the [Commerce Department] and did econometric modeling, and you could never get these numbers read more

For five years I worked at the [Commerce Department] and did econometric modeling, and you could never get these numbers to load into consumption numbers. They're not leading indicators or coincident indicators. They don't tell you a lot.

I'm more interested in whether the losses we'll see on Friday are a permanent feature on the landscape or just read more

I'm more interested in whether the losses we'll see on Friday are a permanent feature on the landscape or just the result of people pushed out of work due to Katrina and Rita. I think the market will look at it and shrug it off and look at what's going to happen in October.

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.

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond read more

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond investors tend to figure it out before the rest of the retail market and dump their bonds.

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,