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.

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.

The markets are clearly disappointed.

The markets are clearly disappointed.

The price we have to pay for all this is someplace. Early in the century, we're going to see a read more

The price we have to pay for all this is someplace. Early in the century, we're going to see a real good old-fashioned panic of the kind we haven't seen in a long time.