Whether or not this consumer caution becomes a persistent theme in 2006 will depend to a large extent on labor market trends.
We are getting the investment we need to see. It continues the theme of rebalancing in the economy: slowing consumer spending and housing being replaced with stronger exports and investment.
We are getting the investment we need to see, ... It continues the theme of rebalancing in the economy: slowing consumer spending and housing being replaced with stronger exports and investment.