Record-high profits, combined with solid economic growth and rising capacity utilization will translate into robust capital spending - all good news for the industrial sectors of the economy.
The good news for the U.S. is that growth has diversified. We aren't just relying on the consumer and housing.
We will take a hit to growth but we won't fall into a recession.
Both growth and inflation in the coming months could be stronger than financial markets are currently expecting. There is a growing risk that the Fed will have to tighten further and longer than many analysts anticipate.
A strong economy and post-hurricane reconstruction boosted growth in November and could keep housing strong through early 2006.
This is just more evidence that we have got pretty solid growth and very little inflation.
The labor market is growing at a pretty good pace. We're clearly seeing a rebound in the economy from the soft spot we experienced in the fourth quarter, and I think we'll see payroll growth similar to last year.
Because the economy is strong and job growth is strong, the consumer has not felt much pain, but that is likely to change in the next few months, ... I think we are headed for a period of economic weakness mostly related to the oil situation.
The economy is on a somewhat stronger growth trajectory.