Barry Ritholtz Slowing Quotations

He will be dealing with a combination of a slowing economy, inflation pressures and a tumultuous stock market.

There was a lot of trepidation on Monday after Friday's sell-off and when things didn't go from bad to worse, it has emboldened dip buyers to step in. But most of the investment community hasn't realized that the economy is slowing and that earnings are reflecting that and valuations are going to have to be adjusted.

You can't fight the bond market. There's only so much the Fed can do. If investors are more concerned about economic growth slowing down in the future than inflation, they will flock to bonds.