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 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.

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.

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.