The data will look better, but it’s going to be very difficult to distinguish whether it represents real change.

This tells us nothing about the strength of a recovery next year,

Today starts a new chapter of Agilent. We have made decisions today for us to be able to focus on our core that we have been a leader in for the last 65 years.

[Over the past two weeks, the yield on the benchmark 10-year Treasury has skipped from 5.08 percent to 5.24 percent on the view that by summer’s end the Federal Open Market Committee will begin to...

That is amazing. … People have the same script but are interpreting it differently. The equity crowd view is that the Brazilian package is the first step to relieving the stresses on Latin America.

We looked at probably 25 different places and narrowed it down to three. And this was one of them.

For the first game of the year I thought our guys played well. They came out strong and really took it to them in the first half.

Business firms are still unwilling to take advantage of this low rate structure. The failure to borrow could be a hint that business planners do not foresee a significant resurgence in the economy over the...

Compared to last year where I had to drive all the way to Canada and pay 40 dollars, this is wonderful. I walked in, it took about two and a half minutes for the whole...

We started the session with this tremendously upbeat commentary in the press and a clear mind-set on Wall Street for the economy to improve in 2003. Lo and behold, the first significant statistic of the...

If the equity market continues to retrench, then there’s going to be quality flows coming into the Treasury arena that push bond yields lower,

Japanese produced goods will become less competitive on the global market place as the yen appreciates and that’s going to slow the recovery process, not only in Japan, but Asia as a whole.

Activity is very light ahead of Greenspan’s testimony tomorrow. We really shouldn’t see much movement . . . there is no prominent economic data out today.

Last year, our revenue grew by 30% in India and we hope it continues.

Even though the rising pattern in borrowing costs is a form of restraint, it is being offset by a surge in equity wealth as the stock market records consistent gains.

The speech doesn’t appear to have garnered any attention at all. His comments really weren’t the focus.

What I enjoy most are the three-quarter-mile walks to the bathroom. This is who I am.

We’re rebounding from an oversold environment,

The stock market was euphoric over the data reported — taking it as a sign the Fed will not raise rates over the balance of the calendar year. Inflation remains tame and the economy continues...

The nations in Asia, Russia and Latin America have pressure to raise cash, so they are dumping their commodities on the global marketplace and that’s pushing prices lower.

And she listens better. We also have a very high level of love and respect for each other.

Typically, at the present stage of an economic rebound — roughly two years after the trough in economic activity had been reached — corporations are borrowing aggressively, funding capital expansion projects, payroll additions and inventory...

This is a very fragile recovery process. It’s been reliant on these low borrowing costs. If we remove them, we effectively deny the economy its support.

From that perspective alone, the current pattern of money supply weakness deserves scrutiny, particularly if the erosion persists into the new year. Essentially, the longer the pattern lasts, the greater the economic impact of this...

What’s going on in the Middle East is resonating more with investors now than it was a week ago, … It’s become very clear that the environment in the Middle East is (more) unsettled and...

These (the Nasdaq and oil) are the key factors driving prices higher in a very thin environment.

Obviously, we’re going to be dealing with thin markets. The influence of the holiday should dampen the war rhetoric, but if there are any surprises we could get exaggerated moves in prices for sure.

I first saw her in 1943. I saw her walking with the other girls on their way to the cafeteria. I thought she was really cute.

The lack of such short-term borrowing thus far in the current cycle seemingly contradicts the notion that a brisk expansion is under way.

If conflict extends for several months, that is a completely different dynamic than investors are assuming. One could not rule out global equity markets hitting new lows.

These actions enable Agilent to focus exclusively on realizing its full potential as the world’s premier measurement company. It has become increasingly clear that investors also prefer this exclusive focus on the $40 billion measurement...

Conceivably, as the number of households that refinanced dropped off, the ability for consumers to enhance cash flows and service other debt loads eroded as well, thus partially accounting for the upturn in late payments,

The dominant influence (in the bond market) is the weakness in the Nasdaq.

Questions would arise over why the Fed needed to drop interest rates at this time. It would have raised fears that there was a train wreck coming in the financial system.

The government now agrees, after three years of inquiry and millions of dollars, that the evidence in the original case proves the terrorist convictions originally rendered by the jury.

It’s very clear that September was a month of continued vigor for the economy. But consumption wasn’t as vibrant as in July and August.

You don’t get huge swings like this if you don’t have huge amounts of capital being put to work,

In many respects, the Fed is a bit player when it comes to the overall outlook. We’re dealing with issues of confidence.

It’s almost a boilerplate meeting. At the last meeting there was widespread expectation that they would remove their pledge to maintain accommodative policy for ‘a considerable period.’ But the December employment figures made it very...

With so many events looming ahead, there is no incentive to take any major positions.

It’s almost absurd to think you can replace the World Series as an economic event. In no way does it put the economy at risk of double-dip recession, but I believe the economy loses.

I made sure I talked to him before he got another job, … It’s tough to find really good people.

In our judgment, this pattern could be another exhibition of household balance sheet stress, as the shift would seem to suggest that a relatively small rise in 30-year rates apparently excludes a significant number of...

A lot of businesses are going to slow. There’s going to be lost sales, lost revenues, lost activity.

It is no coincidence that households found it more difficult to maintain current payment schedules just as the volume of refinancing activity began to dry up as the second half of the calendar year got...

All of a sudden the supply challenge will be taking a quantum leap.

The Fed is telling us today they want to stay ahead of the economic curve.

The markets pretty well anticipated the context of President Bush’s proposals. The euphoria is over and now the cold reality of Washington politics will dominate.

We are delighted to be here. This is a success story.

It’s clear that, even though the economy is growing fairly rapidly … it’s not generating any price pressures. This may permit interest rates to edge lower.