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 Peter Kretzmer - “The thinking that has surprised us has been that the markets and the Fed have been more concerned about the impact on inflation expectations than they've been about real growth.”
 Peter Kretzmer - “Spending ended the quarter on a strong note, and that largely reflects the return of growth in auto sales. It's confirmation that spending was getting back on track.”
 Peter Kretzmer - “If crude oil prices keep on rising, the chances that consumption is going to be hurt further down the line rises. That means the Fed could be more gradual in raising rates.”
 Peter Kretzmer - “There hasn't been a lot of correlation between commodity prices and inflation since 1990.”
 Peter Kretzmer - “We don't have a lot of inflation.”
 Peter Kretzmer - “Jobless claims reports since Katrina, including Labor Department estimates of hurricane influence, indicate continued solid labor market conditions outside of hurricane-related distortion,”
 Peter Kretzmer - “With interest rates rising and demand for new home ownership slowing, it is likely that stronger demand for rental properties will push rental rates up at a higher pace.”
 Peter Kretzmer - “When Greenspan feels the market has misinterpreted his remarks, he has a history of trying to spin things a little different way, ... But he probably feels pretty happy with the market reaction this time.”
 Peter Kretzmer - “The huge U.S. trade deficit may finally be stabilizing.”
 Peter Kretzmer - “It is a strong number. There is little sign of a slowdown,”
 Peter Kretzmer - “The overall weaker GDP number coming from the trade data does give you a more bullish feeling on Treasuries,”
 Peter Kretzmer - “We don't know if there is any meaning to the slowdown in these other categories. I wouldn't be too worried about it.”
 Peter Kretzmer - “We don't know if there is any meaning to the slowdown in these other categories. I wouldn't be too worried about it,”
 Peter Kretzmer - “The price of gold is not particularly well explained by monetary policy.”
 Peter Kretzmer - “The main point is that when they sit down, they will conclude that what we want to do is to continue to remove the accommodative policy.”
 Peter Kretzmer - “The main point is that when they sit down, they will conclude that what we want to do is to continue to remove the accommodative policy,”
 Peter Kretzmer - “It assures that the Fed continues to not buck what was built into the futures contract, and will move by 25 basis points in September.”
 Peter Kretzmer - “It's a number consistent with a manufacturing sector that is strong, it strengthened a little bit in the month and I think growth continues to be moderate in the manufacturing sector, price pressures while still not obvious maybe are building a little bit you can see an increase in the price component to 55.1 that's indicative of some price pressure.”
 Peter Kretzmer - “That's consistent with the idea that labor market conditions are not really improving yet. They're not getting worse, either, but they've only stabilized.”
 Peter Kretzmer - “We look for the report to confirm that economic activity remains strong. Retail spending will slow later this year but that hasn't shown up yet, and business investment should continue to be pretty strong as companies expand offices and factories.”
 Peter Kretzmer - “On balance, recent inflation reports have shown the Fed evidence of pipeline commodity price pressures but with little impact on consumer inflation trends,”
 Peter Kretzmer - “If the Fed pauses late in the year, as we now assume in December, its response will be related to economic fundamentals, with GDP slowing late in the year rather than a direct 'emergency' response to events on the Gulf Coast.”
 Peter Kretzmer - “If the Fed pauses late in the year, as we now assume in December, its response will be related to economic fundamentals, with GDP slowing late in the year rather than a direct 'emergency' response to events on the Gulf Coast,”