Speaking on CNBC
- Investors factoring in a more fiscal policy
- Don't know what fiscal policy will be
- The details of fiscal policy are important
- Correction by market probably was overdueI
- Seen some uptrend of wage compensation.
- General trend is a tighter labor market.
- Tighter labor market not concerning.
- Wants more fiscal policy detail before raising US growth forecast
- Downside risks to economy are probably reduced
- The dollar is firm because people have confidence in the US economy. Not a concern for him.
- Would be more helpful if had fiscal stimulators in place to stabilize the economy in a downturn.
