Maureen Allyn

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.

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.

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.

The markets are clearly disappointed.

The markets are clearly disappointed.

That's all got to be cleaned up. The stock market's going to struggle until that happens, and the economy at read more

That's all got to be cleaned up. The stock market's going to struggle until that happens, and the economy at large will feel like it's moving through molasses, even though it will be moving forward.