140 ordspråk av Gary Thayer
Gary Thayer
It looks like we will have about a half-million lost jobs from the hurricanes and we have now seen the lion's share of that.
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It probably doesn't mean we don't see another rate increase, but it suggests that the Fed is not behind the curve and inflation is not getting out of control.
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It shows that consumers are feeling poorly about the economy, similar to what we've see in other recessions. Confidence is not as low as it was in the recessions of the early 1990s and early 1980s, but it is dropping in response to the worsening employment situation and the concern about the terrorism threat.
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It shows the world central banks recognize the financial markets could use a little extra liquidity and support, ... Hopefully it will help restore confidence. A lot of people expected we would see some sort of coordinated effort.
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It shows the world central banks recognize the financial markets could use a little extra liquidity and support. Hopefully it will help restore confidence. A lot of people expected we would see some sort of coordinated effort.
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It speeds up the time that the Fed will probably think about raising rates and that's negative for fixed-income.
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It still shows a pretty healthy economy at this point. The manufacturing side of things and business spending will be good this year.
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It suggests our manufacturers are adjusting to a new environment and will continue to grow, ... I think we have (already) seen the worst for manufacturing.
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It suggests the drag on the economy from the trade deficit in the third quarter will not be as great and could help revise up third-quarter GDP a bit,
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It suggests the drag on the economy from the trade deficit in the third quarter will not be as great and could help revise up third-quarter GDP a bit.
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It suggests the Fed is going to be watching closely to see if it is time to start taking back rate cuts. I don't think he is saying that is imminent, but his tone is that it might be sooner rather than later.
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It's a good decline in prices for a change. It appears the big drop in energy prices during November has brought the overall inflation rate down considerably.
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It's a good number for the economy. Labor markets are improving, and that increases the likelihood that the economy will remain strong.
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It's a little softer than expected, but it's not all bad news.
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It's not a big drop. It's reflecting the fact that the economy has improved this year, but not enough that consumers are convinced things are sufficiently better.
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