Related
The pace of consumer spending in the first half was too strong, so it will be slower in the second. ...
HIROAKI MUTO![]()
To economists, prices serve as crucial signals to producers and consumers. In a regulated market, th...
ALEX BERENSON It was not a surge in personal income that gave rise to the consumption boost in the fourth quarter....
CHRISTIAN WELLER While wholesale electricity prices are likely to rise over this period, it's not expected that these...
GRANT KING The increase in the rate is intended to address possible second-round effects on consumer prices com...
AMANDO TETANGCO With core consumer prices set to rise steadily above zero and today's GDP report confirming that a s...
MASAAKI KANNO If the central bank acts this week, it will probably come up with ways to limit rate increases to ea...
AKIHIKO INOUE I see more interest rate hikes and this will dampen domestic consumption. Also, the coming 50 percen...
IRENE CHEUNG Expectations of further Fed rate increases haven't peaked yet, while rate hikes by the Bank of Japan...
TOMOKO FUJII I'm planning to accumulate more Treasuries. Higher oil prices are going to depress consumption. It's...
AKIRA TAKEI Several economic indicators including consumer confidence show the economy is still moving along at ...
MASAYUKI SENDA Investors will probably hold off buying bonds before the release of the report on core prices. Gains...
KATSUTOSHI INADOME We anticipate Japanese companies will try to compete in hiring good workers, driving up wages. Impro...
TAKUJI AIDA As CPIX (consumer price index less mortgage costs) continues to surprise on the downside and oil pri...
CHRIS HART![]()
Investor demand for distressed property has been healthy, as rents rise to levels that can cover inv...
MARK ZANDI The rise in consumer confidence in general indicates that consumers' willingness to spend additional...
CEES BRUGGEMANS Rising energy prices will further subtract from already-falling real income growth in Japan. In our ...
CARL B. WEINBERG The market is in a consolidation mode after recent gains. The rise in crude prices is also providing...
BEN KWONG Wages aren't keeping up with skyrocketing energy, housing, medical, and education costs. What's more...
JEFF ANDERSON We can clearly see consumer prices starting to rise and investors are going to demand higher yields.
MAKOTO YAMASHITA Consumption continues to rise on higher farm incomes, rising employment and increasing consumer loan...
AMPON KITTIAMPON The decline in the exchange rate will either be gradual, as domestic spending pressures ease, or it ...
ALAN BOLLARD For now the rate hike will have mostly a psychological impact on the market. Investors will probably...
WANG ZHENG The focus this year will be on how effective companies are at cutting costs as oil prices will conti...
ALAN RICHARDSON Looking forward, consumer confidence could increase further should the rise in black consumer confid...
CEES BRUGGEMANS As Chinese policy makers get more confident about the sustainability of the economy's strong growth ...
GRACE NG Domestic demand is incredibly resilient now. With consumers set to increase spending now that deflat...
AZUSA KATO![]()
In principle, rapid productivity should make wages rise, but it seems that until the job market tigh...
JOHN HANCOCK Since then we have seen a gradual increase until prices are now equal to a month ago. We expect pric...
CAROL THORP The increase in oil prices is going to be problematic to the consumer as well as higher home heating...
ANN HURLEY Moreover, the four motors of consumption -- that is wages, inflation, unemployment and consumer conf...
EMMANUEL FERRY We have been seeing, in most cases, gas prices on the rise. Companies are having to drill deeper or ...
ERIN BIEHL We're looking at companies which are taking advantage of high energy prices, and we've been buying e...
MARKUS STEINBEIS Wages are 70 percent of the cost of production. That puts pressure on the cost structure of business...
EUGENIO ALEMAN At the end of a long economic expansion, consumers tend to be overconfident relative to their spendi...
CARL STEIDTMANN![]()
Higher productivity enables companies to increase sales without adding workers. Even if job markets ...
ALEX BERENSON Otherwise, in two or three years' time, once domestic consumption loses steam, there will then be a ...
ZHOU XIAOCHUAN Inflation is going to continue to rise based on the disruption from the hurricanes, high oil prices ...
CARL RICCADONNA The heaviest weight on the shoulders of investors shying away from the sector is the rise in oil pri...
BOB STRAUS Consecutive gains of core prices provide strong evidence that Japan is finally shaking off a long bo...
TAKUJI AIDA The oil companies are making great gains in this environment of high prices, but consumers are payin...
ATHAN MANUEL The oil companies are making great gains in this environment of high prices, but consumers are payin...
ATHAN MANUEL Many Mexican companies have adapted to softer demand by cutting costs and this will be extremely pos...
GEOFFREY DENNIS We've seen an accumulation of strong numbers and sentiment at high levels in Europe. When we look at...
CYRIL BEUZIT As SSA picks up more and more distressed companies, it will quickly become SSA versus Microsoft, Ora...
JOSH GREENBAUM An increase in domestic fuel prices will be inflationary and controls will have to come through rate...
HASITHA PREMARATNE I anticipate that next year we will have more demonstrations and that this area will probably increa...
JOYCE MILLER I think, with inflation still rising, the central bank will have to increase the rate again.
FAUZI ICHSAN Japan's labor market is showing a remarkable improvement recently and companies are eager to make ne...
AKIO MAKABE We hope TNF, together with other stakeholders in the economy, will come up with ways of disciplining...
ANDY HODGES![]()
With gas prices hitting record levels, consumers need to secure their fall and winter 2006 vacation ...
JONATHAN CARROLL Some selling is coming through the bond market because of stocks and the consumer price report. Yiel...
HIROAKI TAKAI We anticipate a gradual moderation in the pace of appreciation as demand slows and supply comes into...
ADRIENNE WARREN Today's report provides a signal, albeit noisy, that the long-awaited pass-through of higher costs t...
KENNETH BEAUCHEMIN![]()
In 2010 the U.S. will have a payroll tax rate increase, an estate tax increase, and income tax incre...
ARTHUR LAFFER The worldwide adoption rate of large-screen HDTV sets by consumers has increased significantly over ...
MICHELLE ABRAHAM Since Christmas, there has been a 14 cent increase locally in crude oil prices. At this point it loo...
BRYANT GIMLIN Investors may take a wait-and-see stance until the Bank of Japan comes out with its policy statement...
YUTAKA MIURA The problem isn't simply that families are facing higher prices, particularly at the pump. It's also...
JARED BERNSTEIN Oil and natural gas prices, as well as heating oil costs, are much higher than they were a year ago,...
ED MARAN Consumers are benefiting from the decline in retail gasoline prices and that should continue going f...
DEAN MAKI Productivity always slows as the economy slows. If labor and wage costs are still on the rise and pr...
WAYNE AYERS Spain's strong consumer spending is backed not only by job creation but also by a significant rise i...
CARMEN NUZZO Japan's consumer spending is pretty firm, and it's expected to pick up momentum further in the next ...
TAKUJI AIDA Increasing home prices and the ability of consumers to cash out their growing home equity has been a...
DENNIS JACOBE With combat in Iraq reaching its conclusion and consumer confidence on the rise, we believe consumer...
GARY DILTS The oil companies are making great gains in this environment of high prices, but consumers are payin...
ATHAN MANUEL If we saw a milder winter, or a reduction in energy prices and commodity prices, that will certainly...
LARRY PERUZZI The continued decrease in prices and increase in capacity of the hard disk storage space as well as ...
LIM BOON CHUAN There is a risk that as investors wake up and smell the coffee, the market will suffer gradual selli...
DAVID LONGMUIR You, me - everybody else is going to see it. The general consumer is going to see it - in the grocer...
TONY JOHNSON Energy and fuel prices continue to rise, triggering fuel consumption concerns in the United States.
DIETER ZETSCHE This past year has seen the sharp rise in fuel prices more than offset the efficiency gains and a st...
BRIAN PEARCE The Fed will probably slow the pace of interest-rate hikes after October. Should the reports signal ...
TETSU AIKAWA Investors are more sensitive to negative headlines after seeing interest rates and oil prices rise.
HIROSHI CHANO An increase in purchases by overseas investors is a reason for bonds to rise. It will assure investo...
KOJI MORI This economy is too fragile to sustain this type of severe rate rise; the consumer sector is leverag...
LACY HUNT [HOT SECTORS. As a stock-picker, he likes Japanese banks, brokerages, and insurance companies.] Fina...
MARK HEADLEY [The outlook for Japan is not all cherry blossoms and sake, though.] We don't have a boom in consump...
RICHARD KATZ Asian consumers, particularly those in China, are viewed as the most important source of industry gr...
BETSY METER Companies have to invest in research and development, lest their competitors pass them by. And they ...
JEFFREY MAXICK Jet fuel prices have been rising even faster than crude oil prices for the last year, but it was the...
DAN GARTON Yields are set to rise, so the government's borrowing costs may increase. There's no doubt that the ...
NOBUTO YAMAZAKI Inflation is the wild card for 2006, with rising oil prices, an increase in commodity prices, slow p...
JOSEPH SENECA Liquidity is still excessive and remains a warning sign for the ECB, but the slowing of the growth r...
MICHAEL SCHUBERT The Bank of Japan has already laid out a map on how it will alter its policy framework, and financia...
TAKUJI AIDA Japan was a basket case. The market value of many smaller companies was less than their net cash; in...
DAVID MITCHINSON Producer prices seem to be rising at a slower rate than consumer prices and that is looking good for...
JOHN BEERLING Japan is a great long-term investment, and as each problem is addressed, I think investors will find...
MICHAEL GOODSON The yen will stay under pressure because of interest rate differentials. I am not so confident how t...
ARMIN MEKELBURG The data reflect that main concern that Mr. Greenspan has voiced in his recent comments, i.e., that ...
DAVID ORR The tax will reduce our competitiveness against producers such as Australia, South Africa and newcom...
JEFFREY MULYONO The job market is firm, the outlook for hiring remains firm and hourly wages will pick up. Wages wil...
ZOLTAN POZSAR It has all the signs of a hostile bid, and for investors it has come as a bit of surprise. I would e...
GUY HUTCHINGS Footwear brands and the retail sector are forced to reflect the cost of the duties in their sales pr...
HORST WIDMANN What the premier said means that China would continue to increase the flexibility of the RMB exchang...
ZHOU XIAOCHUAN Investors will be looking for clues for interest rate cuts. A U.K. rate cut is expected in February,...
JAMES STEWART High oil prices hit American consumers more sharply than Europeans. I am concerned that companies wi...
MARIANO SANCHO I expect an energy bill to increase and diversify supply and stabilize energy prices - not drive up ...
PETE DOMENICI People will probably find it hard to buy bonds ahead of the consumer-prices report. A strong trend o...
KATSUTOSHI INADOME
HIROAKI MUTO
To economists, prices serve as crucial signals to producers and consumers. In a regulated market, th... ALEX BERENSON It was not a surge in personal income that gave rise to the consumption boost in the fourth quarter....
CHRISTIAN WELLER While wholesale electricity prices are likely to rise over this period, it's not expected that these...
GRANT KING The increase in the rate is intended to address possible second-round effects on consumer prices com...
AMANDO TETANGCO With core consumer prices set to rise steadily above zero and today's GDP report confirming that a s...
MASAAKI KANNO If the central bank acts this week, it will probably come up with ways to limit rate increases to ea...
AKIHIKO INOUE I see more interest rate hikes and this will dampen domestic consumption. Also, the coming 50 percen...
IRENE CHEUNG Expectations of further Fed rate increases haven't peaked yet, while rate hikes by the Bank of Japan...
TOMOKO FUJII I'm planning to accumulate more Treasuries. Higher oil prices are going to depress consumption. It's...
AKIRA TAKEI Several economic indicators including consumer confidence show the economy is still moving along at ...
MASAYUKI SENDA Investors will probably hold off buying bonds before the release of the report on core prices. Gains...
KATSUTOSHI INADOME We anticipate Japanese companies will try to compete in hiring good workers, driving up wages. Impro...
TAKUJI AIDA As CPIX (consumer price index less mortgage costs) continues to surprise on the downside and oil pri...
CHRIS HART
Investor demand for distressed property has been healthy, as rents rise to levels that can cover inv... MARK ZANDI The rise in consumer confidence in general indicates that consumers' willingness to spend additional...
CEES BRUGGEMANS Rising energy prices will further subtract from already-falling real income growth in Japan. In our ...
CARL B. WEINBERG The market is in a consolidation mode after recent gains. The rise in crude prices is also providing...
BEN KWONG Wages aren't keeping up with skyrocketing energy, housing, medical, and education costs. What's more...
JEFF ANDERSON We can clearly see consumer prices starting to rise and investors are going to demand higher yields.
MAKOTO YAMASHITA Consumption continues to rise on higher farm incomes, rising employment and increasing consumer loan...
AMPON KITTIAMPON The decline in the exchange rate will either be gradual, as domestic spending pressures ease, or it ...
ALAN BOLLARD For now the rate hike will have mostly a psychological impact on the market. Investors will probably...
WANG ZHENG The focus this year will be on how effective companies are at cutting costs as oil prices will conti...
ALAN RICHARDSON Looking forward, consumer confidence could increase further should the rise in black consumer confid...
CEES BRUGGEMANS As Chinese policy makers get more confident about the sustainability of the economy's strong growth ...
GRACE NG Domestic demand is incredibly resilient now. With consumers set to increase spending now that deflat...
AZUSA KATO
In principle, rapid productivity should make wages rise, but it seems that until the job market tigh... JOHN HANCOCK Since then we have seen a gradual increase until prices are now equal to a month ago. We expect pric...
CAROL THORP The increase in oil prices is going to be problematic to the consumer as well as higher home heating...
ANN HURLEY Moreover, the four motors of consumption -- that is wages, inflation, unemployment and consumer conf...
EMMANUEL FERRY We have been seeing, in most cases, gas prices on the rise. Companies are having to drill deeper or ...
ERIN BIEHL We're looking at companies which are taking advantage of high energy prices, and we've been buying e...
MARKUS STEINBEIS Wages are 70 percent of the cost of production. That puts pressure on the cost structure of business...
EUGENIO ALEMAN At the end of a long economic expansion, consumers tend to be overconfident relative to their spendi...
CARL STEIDTMANN
Higher productivity enables companies to increase sales without adding workers. Even if job markets ... ALEX BERENSON Otherwise, in two or three years' time, once domestic consumption loses steam, there will then be a ...
ZHOU XIAOCHUAN Inflation is going to continue to rise based on the disruption from the hurricanes, high oil prices ...
CARL RICCADONNA The heaviest weight on the shoulders of investors shying away from the sector is the rise in oil pri...
BOB STRAUS Consecutive gains of core prices provide strong evidence that Japan is finally shaking off a long bo...
TAKUJI AIDA The oil companies are making great gains in this environment of high prices, but consumers are payin...
ATHAN MANUEL The oil companies are making great gains in this environment of high prices, but consumers are payin...
ATHAN MANUEL Many Mexican companies have adapted to softer demand by cutting costs and this will be extremely pos...
GEOFFREY DENNIS We've seen an accumulation of strong numbers and sentiment at high levels in Europe. When we look at...
CYRIL BEUZIT As SSA picks up more and more distressed companies, it will quickly become SSA versus Microsoft, Ora...
JOSH GREENBAUM An increase in domestic fuel prices will be inflationary and controls will have to come through rate...
HASITHA PREMARATNE I anticipate that next year we will have more demonstrations and that this area will probably increa...
JOYCE MILLER I think, with inflation still rising, the central bank will have to increase the rate again.
FAUZI ICHSAN Japan's labor market is showing a remarkable improvement recently and companies are eager to make ne...
AKIO MAKABE We hope TNF, together with other stakeholders in the economy, will come up with ways of disciplining...
ANDY HODGES
With gas prices hitting record levels, consumers need to secure their fall and winter 2006 vacation ... JONATHAN CARROLL Some selling is coming through the bond market because of stocks and the consumer price report. Yiel...
HIROAKI TAKAI We anticipate a gradual moderation in the pace of appreciation as demand slows and supply comes into...
ADRIENNE WARREN Today's report provides a signal, albeit noisy, that the long-awaited pass-through of higher costs t...
KENNETH BEAUCHEMIN
In 2010 the U.S. will have a payroll tax rate increase, an estate tax increase, and income tax incre... ARTHUR LAFFER The worldwide adoption rate of large-screen HDTV sets by consumers has increased significantly over ...
MICHELLE ABRAHAM Since Christmas, there has been a 14 cent increase locally in crude oil prices. At this point it loo...
BRYANT GIMLIN Investors may take a wait-and-see stance until the Bank of Japan comes out with its policy statement...
YUTAKA MIURA The problem isn't simply that families are facing higher prices, particularly at the pump. It's also...
JARED BERNSTEIN Oil and natural gas prices, as well as heating oil costs, are much higher than they were a year ago,...
ED MARAN Consumers are benefiting from the decline in retail gasoline prices and that should continue going f...
DEAN MAKI Productivity always slows as the economy slows. If labor and wage costs are still on the rise and pr...
WAYNE AYERS Spain's strong consumer spending is backed not only by job creation but also by a significant rise i...
CARMEN NUZZO Japan's consumer spending is pretty firm, and it's expected to pick up momentum further in the next ...
TAKUJI AIDA Increasing home prices and the ability of consumers to cash out their growing home equity has been a...
DENNIS JACOBE With combat in Iraq reaching its conclusion and consumer confidence on the rise, we believe consumer...
GARY DILTS The oil companies are making great gains in this environment of high prices, but consumers are payin...
ATHAN MANUEL If we saw a milder winter, or a reduction in energy prices and commodity prices, that will certainly...
LARRY PERUZZI The continued decrease in prices and increase in capacity of the hard disk storage space as well as ...
LIM BOON CHUAN There is a risk that as investors wake up and smell the coffee, the market will suffer gradual selli...
DAVID LONGMUIR You, me - everybody else is going to see it. The general consumer is going to see it - in the grocer...
TONY JOHNSON Energy and fuel prices continue to rise, triggering fuel consumption concerns in the United States.
DIETER ZETSCHE This past year has seen the sharp rise in fuel prices more than offset the efficiency gains and a st...
BRIAN PEARCE The Fed will probably slow the pace of interest-rate hikes after October. Should the reports signal ...
TETSU AIKAWA Investors are more sensitive to negative headlines after seeing interest rates and oil prices rise.
HIROSHI CHANO An increase in purchases by overseas investors is a reason for bonds to rise. It will assure investo...
KOJI MORI This economy is too fragile to sustain this type of severe rate rise; the consumer sector is leverag...
LACY HUNT [HOT SECTORS. As a stock-picker, he likes Japanese banks, brokerages, and insurance companies.] Fina...
MARK HEADLEY [The outlook for Japan is not all cherry blossoms and sake, though.] We don't have a boom in consump...
RICHARD KATZ Asian consumers, particularly those in China, are viewed as the most important source of industry gr...
BETSY METER Companies have to invest in research and development, lest their competitors pass them by. And they ...
JEFFREY MAXICK Jet fuel prices have been rising even faster than crude oil prices for the last year, but it was the...
DAN GARTON Yields are set to rise, so the government's borrowing costs may increase. There's no doubt that the ...
NOBUTO YAMAZAKI Inflation is the wild card for 2006, with rising oil prices, an increase in commodity prices, slow p...
JOSEPH SENECA Liquidity is still excessive and remains a warning sign for the ECB, but the slowing of the growth r...
MICHAEL SCHUBERT The Bank of Japan has already laid out a map on how it will alter its policy framework, and financia...
TAKUJI AIDA Japan was a basket case. The market value of many smaller companies was less than their net cash; in...
DAVID MITCHINSON Producer prices seem to be rising at a slower rate than consumer prices and that is looking good for...
JOHN BEERLING Japan is a great long-term investment, and as each problem is addressed, I think investors will find...
MICHAEL GOODSON The yen will stay under pressure because of interest rate differentials. I am not so confident how t...
ARMIN MEKELBURG The data reflect that main concern that Mr. Greenspan has voiced in his recent comments, i.e., that ...
DAVID ORR The tax will reduce our competitiveness against producers such as Australia, South Africa and newcom...
JEFFREY MULYONO The job market is firm, the outlook for hiring remains firm and hourly wages will pick up. Wages wil...
ZOLTAN POZSAR It has all the signs of a hostile bid, and for investors it has come as a bit of surprise. I would e...
GUY HUTCHINGS Footwear brands and the retail sector are forced to reflect the cost of the duties in their sales pr...
HORST WIDMANN What the premier said means that China would continue to increase the flexibility of the RMB exchang...
ZHOU XIAOCHUAN Investors will be looking for clues for interest rate cuts. A U.K. rate cut is expected in February,...
JAMES STEWART High oil prices hit American consumers more sharply than Europeans. I am concerned that companies wi...
MARIANO SANCHO I expect an energy bill to increase and diversify supply and stabilize energy prices - not drive up ...
PETE DOMENICI People will probably find it hard to buy bonds ahead of the consumer-prices report. A strong trend o...
KATSUTOSHI INADOME
