Jim Paulsen - Wells Fargo Asset Management

facebook_page
twitter_page

Last quote by Jim Paulsen

This is a good example of the future. If it goes on too long and too fast then it's going to be too severe. If it's pretty measured, I think we can handle [rising rates]for awhile.feedback
share this quote
Oct 25 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Jim Paulsen is associated, including Federal Reserve, United States, and yield. Most recently, Jim Paulsen has been quoted saying: “It's not frightening at the moment, but the driving force here, rising interest rates because of inflation and tightening fears...and the leadership among commodity stocks, that may be more or less a good description of the rest of this bull market.” in the article Fear of higher rates is what's really scaring the stock market.
Automatically powered by Storyzy
Take our quote verification challenge and find out !

Jim Paulsen quotes

Aug 31 2017

I just think we've got so much really good economic momentum, not only here in the United States but around the globe. This recovery is probably broader than it's ever been as far as participation. It's reached Main Street in America with full employment ... but it's already reached every corner of the globe.feedback

Aug 31 2017

But I think the trend is still up because of the underlying economic momentum. Every recovery in postwar history has ended with some semblance of overheat and I think this one will too.feedback

Aug 29 2017

Combined, as shown by the blue line, the policy stimulus provided by a weak dollar and weak yields has propelled the EM indicator to one of its highest levels of the entire recovery! The relationship between the EM indicator and U.S. economic surprises is certainly not perfect. However, the EM indicator suggests that, six months from now, the surprise index could be near +50. If this is even directionally correct, economic momentum is likely to rise in the aftermath of the current crisis, thereby providing support for the stock market.feedback

Aug 29 2017

Many pundits today are understandably focused on the unfolding human tragedy and on the immediate economic hit from Harvey. What has received virtually no consideration, however, is the significant stimulus which has been added to the economy in recent weeks. Investors should entertain whether improved economic momentum in the next few months could abate, and reverse, recent stock market turbulence.feedback

Aug 18 2017

It wasn't bad, but it wasn't great … If it would've kept rallying on the day that would have been a lot better.feedback

Jul 22 2017

We're going to continue to go higher for most of this year. We've got a pretty good environment where we've got real growth that's okay – it's not spectacular – but it's okay. I wouldn't be surprised if the market keeps irregularly moving higher yet before we do have a recession down the road. But it doesn't mean it won't be interrupted. I'm at this point still in the camp that there might be multiple years left before the next recession.feedback

Jul 22 2017

I also like the materials, energy sector and industrials. And if rates are going to go up, and I believe they will, I think the financials are going to do fairly well here over the next year.feedback

Jul 17 2017

You had weak sales in some of the financials, and they're struggling with that a little bit.feedback

Jul 17 2017

The real risk with them is the recovery ends, but a correction I don't think it's that fatal to those type of stocks.feedback

Jul 14 2017

Investors should prepare for both wage and consumer price inflation to rise between 3 and 4 percent in the next couple years.feedback

Jul 12 2017

Not only just the markets, but I think the underlying economy is continuing to do fairly well.feedback

Jul 05 2017

The reason it's important to me is if you get a string of weak data, or if you got a string of strong data, you could have the whole Fed shift pretty fast either way. If it trended one way or the other for four to eight weeks, I think you would shift hard, not only toward a rate increase but also winding down the balance sheet. I thought they were going to do it but now it's a little more middling.feedback

Jun 20 2017 - Oil

At the same time, you have bond yields – they kind of quit going down, but they're not going back up. You put that in the mix, and you put it all against the backdrop of the Fed on the rate train north.feedback

Jun 20 2017 - Oil

I think we might just go sneakily higher here, and we might find out it's doing that because of the data picking up. May 31 to August 31 is one of the best periods for the market.feedback

Jun 20 2017 - Oil

I think the tech stocks are going to keep underperforming for a period.feedback

Jun 20 2017 - Oil

I think if oil definitely breaks $40 into the $30s, I think it will impact stocks. I don't think it's game over, but I think stocks have to think about it a little harder.feedback

Jun 12 2017

Most likely [the tech decline] is just a valuation pause. That has to play out over a couple weeks. To the extent that it does, I think that's a good buying opportunity.feedback

Jun 08 2017 - Amazon

In terms of magnitude, we have not seen this.feedback

Jun 08 2017 - Amazon

You have this small cadre of companies that are showing extraordinary growth in a very sluggish economy. So yes, you can see how valuations would get extended.feedback

May 30 2017 - Trump Presidency

Trump came in with high expectations and has done nothing but be a disappointment. The market has no expectation for anything to be done this year. It may be a positive surprise if they actually get something done.feedback

Mar 16 2017

There's a lot of roadblocks to getting anything substantial passed. In the meantime, you've had a heck of a run in healthcare stocks. It's just a good time to take a little profits.feedback

Mar 13 2017

As long as the correlation is this positive, the risk of a major pullback due to interest rate pressure is probably exaggerated.feedback

Mar 09 2017

It hasn't been so much from the get-go about buyers. It's been about the lack of sellers. Everyone sold in '08 and once they all got done, there was just marginal buyers [who] pushed this thing a lot higher.feedback

Mar 08 2017

Something doesn't quite add up.feedback

Mar 06 2017

It's a broad-based flood of better economic momentum evidence. It's also not just real growth, it's nominal – reinflation showing up in a lot of places around the globe. I think it's more than a March rate hike. They're putting themselves on a schedule for three to four rate hikes a year.feedback

Mar 03 2017

The reason the Fed is hiking rates is because we're getting bombarded with good economic reports. If anything, the market's going to like the fact that the Fed is lifting rates and see it as a sign of how improved the economy and earnings momentum is. They're still looking at the Fed resonating more as good news than bad. It's the normalization of policy.feedback

Mar 03 2017

Every time that correlation went negative, the stock market then struggled. So I'm looking for that correlation, which is currently positive; once that turns negative again, then I think I'm going to turn more negative on the stock market overall.feedback

Feb 24 2017 - Wall Street

I really think that the market is much much less dependent upon Trump policies than people have made it out to be. I really think this is more about the synchronization of global economic growth, the broadest evidence of recovery hitting more corners of the globe than ever before. I think the rest of it becomes more problematic for Wall Street. I think, for example, a massive infrastructure spending program could be looked at as inflationary at a full[y] employed economy and getting into healthcare seems like it could be gridlock.feedback

Feb 17 2017 - Walmart

There's a lot of people in the investment community that don't think that will go through, and there's a lot of things in Trump's proposals that should not come through because they're potentially damaging. The thing to come through should be the tax cuts, but we don't need tariffs. It's a good thing. People are talking about how it's building confidence. … Until that mindset changes, good news is good news. Higher interest rates and inflation right now are good news to markets.feedback

Feb 17 2017 - Walmart

The data flow this week was almost phenomenally good, almost every day. The reports are unstoppable. I think there's still more upside room before we stop for any kind of significant pullback. We're long in the tooth in this earnings season. I think it's pretty well defined. There could be some interest in the big box stores as to what they're saying about the year. How do they feel this is shaping up? How do they see the trends? Is this consumer confidence translating into sales?feedback

Feb 17 2017

I like most of what he says he wants to do. The bigger thing in the room is amazing economic and earnings momentum across the globe, broadening out. To me, as long as that persists, I think that's the wind under Trump's magic carpet.feedback

Feb 08 2017

The real wind under Trump's magic carpet is the economic and earnings momentum going on – really not that much to do with him. We've got data that's coming in here that's been phenomenal for the most part. That really takes the sting out of whatever is or is not happening around Washington. If that fades in any significant way, then the Trump stuff becomes a lot more important.feedback

Jan 31 2017

More than anything right now it's just the pace of news. It is so dramatic.feedback

Jan 31 2017 - Protectionism

I believe a potential wild card for 2017 is not only how many times will the Fed raise the target funds rate but the possibility that they may opt for a 50 basis point single move.feedback

Jan 30 2017

The market was set up for a pause at some point … I can't see this is going to dominate the rest of the year, take over the world economy and world earnings trend and become the ending event. I just don't see where this is going to be that. So I think this calms down or is watered down either way, and people move on to the next Trump volatility moment.feedback

Jan 25 2017

I'm still bullish. I think we're going higher here. I'm watching rates. I think they're going to have to move a fair amount more. What I'm watching is the correlation between stocks and bonds, and it's still positive.feedback

Jan 25 2017

People were saying, Buy the election, sell the inaugural.' That was the buzz word and now it's doing just the opposite. I think there's still a ways to go. I think it has legs beyond Trump. There was a pronounced acceleration in the economy.feedback

Jan 24 2017

He's not likely to tweet out something that impacts the whole market. And what has been the case thus far is that it's usually been a buying opportunity. Tweet hits, the stock sells off. If anything, you buy it and it recovers. I think after a two-year pause in this recovery and in the market action, I think we're starting to restart it all again here, looking forward.feedback

Jan 24 2017

The economic reports, almost a daily event, seem to come out better than expected. It's sure hard for a market to go down when you get reports every day showing manufacturing coverage, showing consumer health and showing profit health. It's just difficult.feedback

Jan 24 2017

The best thing that President Trump has going for him is an unbelievable and unrelenting economic momentum here. There's been a lot of good stuff going on, including a reacceleration of U.S. growth and acceleration and around the globe with global growth – the United States with real median incomes rising and wages rising. You're ending global deflation that was so worrisome. You're lifting yields from zero all across the globe and normalizing monetary policy in the United States. We've got a great animal spirit juicer cocktail here.feedback

Jan 08 2017

I think the fundamentals that are going on are much more important than breaking the 20,000 barrier. Hopefully we'll do it soon and move on the next one.feedback

Jan 08 2017

I would maybe look in the equity market in international markets, emerging markets, as opposed to here. I might even look at adding some real assets to your portfolio for the balance of this recovery.feedback

Jan 08 2017

I just think a number of things are coming together including the fact that we've kind of got a more pro-biz president promising less regulation, and maybe lower corporate taxes, adding to the excitement.feedback

Jan 08 2017

I don't know if I'd make big changes on the basis of a new administration, but I do think you might consider some changes based on where we are in this recovery. Most of it had to do with really good improvement in the fundamentals here.feedback

Jan 07 2017

I suspect earnings are going to be pretty darn good, but the problem is expectations are going up too. Given the movement in some of these stock prices, you better hope they're outperforming expectations.feedback

Jan 07 2017

I'd be more worried about his tweets than his press conference.feedback

Jan 07 2017

I would think there would be a lot of questions as to what his agenda is, what he looks to accomplish in his first 100 days. It could have some short-term impact, in terms of what he chooses precisely. I don't think this is going to have much lasting impact, but it could create some volatility.feedback

Jan 06 2017

Electing a pro-biz leader is awakening animal spirits.feedback

Jan 06 2017

If you take job creation, plus wage creation, the combo package, we just had a job number equivalent to 250,000. It just didn't come in new jobs. It came in wages. That's one way to look at today's report. It's a solid report, and it's the new way we're headed in this recovery – more nominal wage gains than raw job creation.There just aren't enough bodies.feedback

Jan 06 2017

With wages going up like that, and you combine that with commodity strength, people are worried about the dollar, but there's a lot of pricing ... Nominal activity is lifting. It could be a big deal for sales.feedback

Jan 06 2017

We're not going to be able to do much more than the 150,000. We just don't have the people. Job growth always slows when you reach full employment.feedback

Dec 21 2016

As we go into next year we're going to find out the Fed is behind the curve, and wage inflation and consumer price inflation, even commodities are doing fairly well and I think the dollar is going to trade off on that. That could create a lot of portfolio readjustment because there are very few players expecting it.feedback

Dec 05 2016

We've experienced the first synchronized global stimulus around the globe in the last 18 months.feedback

Dec 05 2016

I think the Fed's going to raise multiple times next year, but I also think the dollar's going to come down.feedback

Dec 02 2016 - Unemployment

The thing that's going to be taken away from this a few days from now is going to be the drop in the unemployment rate to 4.6 percent. Even the U6 number fell. It was a broad-based drop in the unemployment rate.feedback

Dec 02 2016 - Unemployment

At the end of the day, we made another notch down in the unemployment rate and ultimately that's going to be leading to more pressure on wages and costs. With wages down today, that may not be the story today, but it will be in a week. A huge drop in unemployment … I think that's going to be the part that sticks.feedback

Dec 01 2016 - UBS

In some ways, given the yield move, the market's doing pretty good in here. I still think the market probably goes higher. It's probably OK with a 2.5 yield but not if it keeps going up 10 basis points a day.feedback

Dec 01 2016 - UBS

That's how far we've gone. That's like the good old days. I remember living through many, many payroll Fridays, where I was holding my breath that we had a weak jobs number. It seems like ancient history, but it's precisely what we fear for tomorrow. It is funny in a way, we're getting back there.feedback

Dec 01 2016 - UBS

I think this is a huge success when you think about a world that for eight years has been hanging on a deflationary abyss. You've got to at least enjoy this given that we can get some inflation.feedback

Nov 29 2016

The problem with that scenario is while it could be a pretty good tonic for a short period of time, maybe even a few years, it could end badly.feedback

Nov 29 2016

Now we have a trend that is re-inflationary, upward-trending yields, and policy officials moving to the sidelines.feedback

Nov 29 2016

I'm really still suspect that the Trump train is going to be near as fast or dramatic as the market seems to suggest. I get the idea after spending this entire recovery with a culture that's been worried about the deflationary abyss ... for a while it could create more of a confidence boost than a negative force.feedback

Nov 28 2016 - Federal Reserve

One thing that's been AWOL the entire recovery ... has been animal spirit behaviors, and I think that has a lot to do with lack of confidence in the future, and that has a lot to do with the deflationary abyss. That could be coupled with some behaviors that we just haven't seen that could really bring a good feel to the whole thing for a while.feedback

Nov 21 2016

I think those markets are underowned, they've underperformed for several years. … They're better relative values. They have younger earnings cycles than the more mature cycle in the United States. They're going to have longer policy support than the United States will.feedback

Nov 21 2016

As inflation expectations go north, that's a deterrent and a negative for the U.S. dollar.feedback

Nov 21 2016

There [have] been five major increases in the funds rates since the 1970s, and every one of them, when the Fed raised rates, the dollar came down.feedback

Nov 15 2016

I think the stock market is not far off fair valuation on that basis. You're also going to grow earnings. We all know earnings are going to be up a fair amount next year.feedback

Nov 15 2016

It's not like the only thing that's happening is rates have gone up. We went from sub 2 percent growth to more than 3 percent growth in the third quarter. … We've definitely had a pickup in economic and earnings momentum, which means we can withstand higher rates. People look at this as though the stock market has gone way up and rates have gone up. The stock market right now is about where it was three months ago.feedback

Nov 15 2016

One of the things that's happening of late is that we've had a rare thing where stocks have gone up and yields have gone up together, and that reflects to some extent, increasing confidence.feedback

Nov 15 2016

When we had negative earnings growth, that was a real challenge. Not only did rates not go up, they went down. In the third quarter, we now find out earnings growth is 3 to 5 percent, and up they went. Suddenly rates went from 1.70 to 2.25. That still might not bite much.feedback

Nov 15 2016

One of the things I found was of all the months when the 10-year yield increased, the stock market has gone up almost 10 percent per annum, as long as the earnings growth rate of the S&P exceeded the 10-year yield the trailing 12 months. However, if the rate went up when it exceeded the 12-month trailing growth rate of earnings, the S&P only appreciated 0.61 percent.feedback

Nov 15 2016

The 10-year historically has traded about 2 percent above core inflation rate.feedback

Nov 15 2016

Because the character of this [economic] recovery is undergoing a transformation, investors should anticipate that leadership in the stock market will also probably be altered.feedback

Nov 14 2016

I think the big surprise over the next 12 months is that the dollar is going to come down and not up, even though the Fed's raising rates, because inflationary expectations are accelerating and we're going to get to a point where the Fed is behind the curve and that will be a negative for the U.S. dollar.feedback

Nov 11 2016

I do see this as a bit of an overreaction to what he can do and what can happen. The real catalyst is things are getting better. We had a massively outperforming earnings period. Things were turning. Raw industrial commodities were rising fairly substantially before the election.feedback

Nov 11 2016

I think the market's going to go higher, but short term I think it slows down a little bit.feedback

Nov 11 2016

Are we going to have a slow down over the next week or so? I think so … some of these moves are eye-popping.feedback

Nov 07 2016

I think that if we get into situation where it's a disputed election, that's really bad and that will certainly drag on, create a lot of uncertainty, raise the VIX.feedback

Nov 07 2016

Right now, I think there's growing evidence that there's not only a pickup in earnings momentum and growth momentum in the United States, but there's evidence of growing and broadening economic momentum picking up around the globe. I would say that that should focus investors in on the more economically sensitive, cyclical areas.feedback

Nov 07 2016

We've escalated fears, we've brought down prices, we've refreshed valuations a little bit, earnings are coming up, growth is starting to restate. I like that combo package of fear with better fundamentals, and I think I'd focus on that more than who wins the White House.feedback

Nov 01 2016

We're seeing the first synchronized bounce in growth abroad. I think we're going to have China back bouncing, I think we've got the U.K. doing better, we've got the Eurozone doing better.feedback

Nov 01 2016

Overall, growth in the United States may get a little boost just from the rest of the world.feedback

Nov 01 2016

I think the capability to boost capital spending is there if you boost corporate confidence. The capability to borrow and lend money is there, with repaired balance sheets, if we just have the confidence to do it.feedback

Oct 27 2016

There's a decent shot that this is another piece of an ongoing puzzle unfolding here. Things are turning up. Global economies are. Earnings are… It might be a new trend that lasts for a while here.feedback

Oct 27 2016

I think it's got a good chance of being over 3 percent. I think the initial response would be that both equities and yields go up.feedback

Oct 27 2016 - Federal Reserve

One of the things that scares me in general about where we're at with interest rates is it seems everyone has accepted the lower-for-longer (position), including the Federal Reserve. When there's that big a consensus on anything, it always frightens me.feedback

Oct 27 2016 - Federal Reserve

I've heard similar thought, that maybe this is all posturing by Yellen and a few others that don't want to be forced to move too fast or too aggressively to tighten.feedback

Oct 21 2016

So far, the earnings reports we've had suggest that we'll probably get a positive year-on-year growth rate, the first in a while here on this earnings quarter. I think it's the quarter that will label the upward turn or the return of positive earnings momentum again looking forward into next year.feedback

Oct 21 2016

We've got a healthy consumer yet, we've got a health job market, … capital goods reports are doing better, the manufacturing sector's been stabilizing, [and] I kind of think you might see better housing activity.feedback

Oct 14 2016

If Clinton looks like she's going to win, the market likes it. If Clinton's party looks like it wins, the market doesn't like it. That's one of the oddities we've got going. The election will create volatility short-term but I don't think it will matter over the next year, unless one party gets triple power.feedback

Oct 14 2016

I think we're breaking north. It's our next big move. It might have to be after the election.feedback

Oct 12 2016

I think we'll get comfortable with it and more on.feedback

Oct 12 2016

I think we're going to maybe find out we are finally turning northward on earnings momentum.feedback

Oct 03 2016

There is a lot of refreshment that's going on here, not the least of which is a huge drop in the rate structure, the competitive interest against which we judge equities across the globe.feedback

Sep 23 2016

So stock investors, take heart.feedback

Sep 23 2016

Since the 10-year Treasury yield is currently near a record low of above 1.65 percent, even extremely modest earnings growth may be sufficient to push the stock market higher as interest rates rise.feedback

Sep 23 2016

I'm sure if (the race) tightens up and I suspect it might, markets will react on the margin but I don't think it's going to be the driving force. I just think that no one gets tri-power, which seems unlikely, I don't think they can do much. They talk big but none of it can be implemented anyway.feedback

Sep 23 2016

I'm sure there could be some knee-jerk reaction if the debate is one-sided. I think more important is whether the economic data is going to pick up or not, and either way it goes, that is going to set the tone.feedback

Sep 22 2016

If it were to make an outsized move, dropping to 50 … then I think it would have an impact.feedback

Sep 22 2016

Since 1950, the stock market has done fine with rising yields provided the annual growth in earnings per share exceeds the 10-year Treasury yield. Indeed, historically, when yields have risen while earnings growth was above the 10-year yield, the S&P 500 increased by almost 10 percent per annum.feedback

Sep 22 2016

I think the market was ready for it [this month] and would have been fine if the Fed came through [long term].feedback

Sep 22 2016

I think the market can handle rate increases as long as earnings return.feedback

Sep 02 2016

Whether the Fed tightens or not, I think the markets are going to be fine. But I think if they do tighten, that would be the better thing. To show normalization would help.feedback

Aug 19 2016

It would extinguish a potential bubble in defensive stocks, without taking the whole market down.feedback

Aug 19 2016 - Federal Reserve

The bigger story might be does the bond market break out as opposed to stocks? I'm not so sure a more hawkish Fed is necessarily bad for the financial markets.feedback

Aug 19 2016 - Federal Reserve

I wish we had a Fed speak [volatility index]. I'm telling you it just spiked through the roof. It's all over the map. I'm confused about what they're trying to do. We've got people talking out of every side of their mouth. The Fed VIX is at its highest ever.feedback

Aug 19 2016

Some of the higher current readings have more do with we're still recovering from the oil and commodity collapse, which is going to reverse somewhat.feedback

Aug 18 2016

If you look at global surprise indices, they are up in most places across the globe including the United States.feedback

Aug 18 2016

The surprise index measures economic reports from around the globe that are coming out better than expected. When it goes up, it suggests that economic momentum is going up.feedback

Aug 18 2016

We think the global economic recovery may be in the early stages of a synchronized bounce. I think there's evidence of that already happening.feedback

Aug 18 2016

Globally stocks are going higher, and now international markets are starting to outperform the U.S., suggesting this is more of a global fundamental pick-up.feedback

Aug 18 2016

An improvement in economic momentum is also strongly suggested by rising stock markets.feedback

Aug 16 2016

You've always had people who accepted the lower-for-longer argument. The biggest thing that's happened in the last 90 days is the Fed has accepted it.feedback

Aug 12 2016

What that means is corporations in this country are paying a resource more of their precious sales dollar – more and more and more – and they're getting less and less and less. I don't think that's probably true. I think one of those things are misstated.feedback

Aug 12 2016

If productivity is stronger, then so is growth, which might explain why profits have done so well, why auto sales are at record highs, why we've returned to full employment.feedback

Aug 12 2016

It might explain a lot of things that are tough to explain if we're really only growing sub-2 percent.feedback

Aug 01 2016

There's a lot of market messages saying there's a global market revival. I would prepare for that by going offshore and overweighting those markets.feedback

Aug 01 2016

I think we might be en route to a global synchronized bounce at a time when a lot of people are concerned about growth weakening.feedback

Aug 01 2016

It has raised pessimism in the shadow of Brexit. I still think the economy is still growing in that 2 to 2.5 percent range.feedback

Jul 19 2016

You're seeing a sector rotation that coincided with the earnings season, but more importantly it's the better-than-expected economic reports. We're still going to have some bad reports, but we're going to have a sense the tide has turned. I think there will be numbers but we're going to see better commentary too.feedback

Jul 19 2016

What some of the economic surprises are telling us is that you had momentum in the second half of the quarter coming into this quarter. What that tends to mean is the quarter (earnings) outperform expectations. I do think the better economic reports and the better economic momentum bodes well for an earnings season that outpaces expectations.feedback

Jul 15 2016

The corollary is investors are anticipating an upturn in earnings as well. I think that the broadness of this rally reflects that more and more companies are seeing positive earnings momentum.feedback

Jul 08 2016 - Bull market

I think we're going to have a pretty big cascade of change in the rest of this bull market. Up until now, across the globe, it's been led by three main themes: large cap, United States and consumer-oriented stocks. I think going forward, all three of those leaderships are in the process of changing.feedback

Jul 08 2016

I think economic momentum is returning. The Citigroup index of economic surprises has been signaling improvement.feedback

Jul 07 2016

Economic surprise indices have been steadily rising. There have been good reports this week leading up to Friday's highly anticipated jobs report.feedback

Jul 01 2016

It might be a serious political problem, but the markets are rightly finding it's not going to be a major economic and financial hit. You can listen to the public rhetoric and you can listen to Mr. Market. Which side do you want to be on? I think the market message will be more accurate.feedback

Jul 01 2016

We've worried a lot about the euro zone through this recovery. Whenever the fear peaks, the right thing to do: buy.feedback

Jun 17 2016

I don't think we're going to escape this until Thursday. We're just going to be tied to those anxieties going up or down between now and the Thursday vote.feedback

Jun 13 2016

We've never tried to treat confidence, and I don't know that we shouldn't at least give it a stab.feedback

May 18 2016 - Federal Reserve

I think it is high time that the Federal Reserve starts to normalize policy. We've tried this for seven years; let's try something new. I really think markets are going to be OK with this.feedback

May 18 2016 - Federal Reserve

The cyclical sectors on the stock market are doing better, so there's a bullish undertone to the idea that the Fed will finally start to normalize interest rates. I think it is high time that the Federal Reserve starts to normalize policy. We've tried this for seven years, let's try something new. If the Fed shows confidence the private sector might do the same.feedback

Mar 12 2016

The stock market rallied because we got evidence that we're not recessing and we were pricing in a recession. But ultimately, if the U.S. economy is OK, rates are going to be an issue.feedback

Mar 02 2016 - Wall Street

Eventually, stock investors may again become troubled by the speed and frequency of potential Fed interest rate hikes. Initially though, better economic reports should continue to calm recession fears and bolster Wall Street earnings forecasts. However, given that the missing 'catalyst' for the stock market has seemingly arrived – better economic growth – perhaps the stock market is headed for another challenge of the all-time highs.feedback

Feb 09 2016

I don't think there are high odds that we're going to fall into a recession this year, but what if we did?feedback

No quotes...
More Jim Paulsen quotes
|< <
> >|

Quotes by Jim Paulsen

<
>
Quote Verifier
verify-icon
Check if the quote you read on social networks is authentic
facebook_page
twitter_page
This webpage has been created by a robot: errors and absent quotes cannot be totally avoided
 
Feedback×

Quote :

Mistake :

Comments :