343 ordspråk av Ian Shepherdson

Ian Shepherdson

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 (The GDP and inflation data) won't prevent modest further easing,

 (These data are) bad news for (corporate profit) margins or future inflation -- or both,

 [Even so,] there is as yet no clear sign of a downturn in sales, despite the rise in mortgage rates over the past year, ... People are still shrugging off the rise in rates.

 [Greenspan] acknowledged unambiguously that there is not yet enough data to be sure growth has slowed in a sustained way, ... But his willingness to dig deep to find possible reasons why it might have suggests he is ready to wait before raising rates again.

 [His testimony] leaves us thinking that a June 25 easing is far from a done deal -- it will depend on the data,

 [The switch is] presumably to squash speculation that they are embarking on a new sequence of rate cuts, ... This is sensible -- they can always change their mind if they have to, but in the near term it will quiet the markets. It is also consistent with their medium-term view that the economy will indeed recover in the not-too-distant future.

 [This is] a significant downside shock, and perhaps a sign falling consumer sentiment is rattling companies, ... A further drop next month will see the [Federal Reserve] easing again.

 [To be sure,] it would be premature to argue this is the start of a new, hyper-weak trend in home sales, ... Nonetheless, these numbers do send an unambiguous signal that the housing market is now past its peak.

 [Tuesday's housing-start] numbers support our view that residential investment likely rose by about 5 percent [on an annual basis] in the fourth quarter -- perhaps enough to make the difference between positive and negative GDP,

 [Tuesday's housing-start] numbers support our view that residential investment likely rose by about 5 percent [on an annual basis] in the fourth quarter -- perhaps enough to make the difference between positive and negative GDP.

 [With today's report,] the chance of a 50-basis-point rate hike on the 16th has been increased, ... The report is unequivocal.

 A big headline drop was always in the cards after the weather-assisted surge in January, which hugely boosted retail activity.

 A clearer demonstration of the unpredictable havoc Easter plays with seasonal adjustments you could not hope to see,

 A serious downturn in housing activity will have to wait until there is a meaningful increase in mortgage rates, ... For that, we have to wait until payrolls take off and the Fed signals tighter policy.

 A strong U.S. corporate recovery is brewing right now -- this survey implies 4 percent gross domestic product growth,


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.



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