If you've had a turbulent August/September period, ... It's less likely you're going to get sucker-punched in October.

308

It's like an old Jonathan Winters movie - 'The Russians aren't coming! The Russians aren't coming.' And they'll probably never be here.

193

Housing may get another mini boost from the recent drop in rates. These data do lag a bit. Still, it is clear that, low rates or not, housing is not on fire the way it once was. The level of activity remains quite high for housing. But the prospects for further growth do not look that strong based on momentum.

179

The problem, ... is that the markets have fallen sharply and they've fallen because all these financial shenanigans are coming unraveled.

170

There is a reason for stock markets to be worried. But I don't think we need to talk about recession yet -- it's not on the radar screen.

162

You can make the case that bad things happen in October.

153

A point-three increase is a big increase. ( But ) to the extent the increase was due to tobacco prices, the market may be willing to forgive it, dismiss it, to put it aside.

139

We knew jobs were front-end loaded because of the weather. Even so, this is dramatic.

127

A little bit of inflation could be a really good thing, but not too much of it.

122