Companies were shy, ... they are definitely doing more.

225

Companies are making more and spending less.

204

The Street was surprised with the strength of the earnings in both quarters.

202

They're starting to spend some of the money.

194

But the bottom line is the charge existed. It's there.

186

We have already started to see some consumer resistance on high oil prices and this is obviously going to increase, and it will hurt consumer spending.

161

It's going to be controversial because it introduces a lot of volatility.

156

Oil prices are going nowhere but up and so we believe that earnings are going to go south. It does cast a doubt over whether earnings growth for the rest of the year will be at double-digit levels.

108

They've been getting a little bit better.

107