More - Charles Lieberman Quotes

He's treading on very thin ice. When the Fed chairman says that the stock market is very expensive, the average investors is not going to be pleased.

Charles Lieberman

 

The market seems to have been greatly relieved by the employment report.

Charles Lieberman

 Employment

As productivity slows, wage costs tend to rise -- one has an inverse relation to the other.

Charles Lieberman

 

We continue to see very rapid economic growth which has been a problem for the Fed all along. We have not seen a material increase in labor costs and that's what I think is going to be the ultimate problem in the economy somewhere down the road, though clearly it's not imminent.

Charles Lieberman

 

That's the time when a big number is most likely, mainly when we're coming out of a recession. At this stage of the business cycle, to be getting a 5 percent growth rate in productivity for a year is really very impressive.

Charles Lieberman

 

The economy is still growing above trend as evident by erosion of the unemployment rate and the low level of unemployment claims.

Charles Lieberman

 Economy

I suspect that interest rates must increase considerably more than is currently expected or has been built into forward markets.

Charles Lieberman

 

Fundamentally, the economy has not slowed as investors had hoped or the Fed requires. It puts a tightening in August back on the table.

Charles Lieberman

 

Had this number been very high, the markets would have been quite confident the Fed would raise rates. The real question is whether they are going to pull the trigger on interest rates again, and my answer is no.

Charles Lieberman

 

Inflation has been very soft for a number of years, and there's absolutely no reason to believe that's going to change any time in the near future.

Charles Lieberman