David Resler
David Resler
changes economic given happens offset price random tend trends variations
This is the kind of thing that happens with economic data. In any given month, you have random variations in price trends Those random changes tend to offset each other.
driving habits impact lasting notion seen
There is the pessimistic notion that this is not going to go away and that's going to have a more lasting impact on driving habits and behavior, I suspect, than we've seen so far.
booming good great growth low minimal strong wage
It's as good as it gets. You've got low inflation, minimal wage pressure, great productivity, booming growth and strong demand.
confidence forecast gives growth maintain momentum next pointing raise send short strong toward
It's nothing short of incredible. It's not enough to send me scurrying to raise my forecast for next year, but it's pointing toward considerable momentum going into the new year. It gives me more confidence we're going to be able to maintain strong growth in the first half.
cooling early fewer loans people qualify sales signs
It's the early signs of some cooling in this super-heated market. Fewer people qualify for loans and sales at these prices.
convince month
It's going to take a lot more than one month to convince me we are in a worrisome trend.
certainly conditions decline drop economic employment february grave next overall report rough
Economic conditions look pretty grave right now. Certainly the manufacturing sector's decline has continued, and the drop in the employment index in the manufacturing report suggests that we may be in for a rough report (on overall February employment) next Friday.
additional bond capacity fed gets market minds nearer noticing rate rising
The bond market is noticing that the capacity usage rate is rising with this additional production, and to some people's minds that gets us nearer to the day of Fed tightening.
cut few numbers spending
It will take away from discretionary spending. It may not show up in the numbers for a few months, but it probably will cut into discretionary spending in the first part of this year.
fed hold information mean move rate
The Fed is on hold indefinitely. It doesn't mean they won't make another move this year, but there is too little information to make another rate move in September.
behavior consumer fed focused light scrutiny stock
The Fed is without question, especially in light of the behavior of the stock market, focused with laser-like scrutiny on consumer confidence.
anxiety balance capital given global individual integrated liquid mean nature trade
In today's integrated global economy, given the liquid nature of capital flows, an individual trade balance doesn't mean so much. A lot of the anxiety is overblown.