343 ordspråk av Ian Shepherdson

Ian Shepherdson

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 Still, this is a hugely encouraging report, pointing clearly to a vigorous recovery.

 Strength is broad-based, confirming that what consumers do can be very different to their responses to confidence surveys.

 Supply remains tight; buyers may have been unable to find the homes they want where they want them. Housing will not fold.

 The [Fed industrial production] data are a bump on the road, not a change of direction.

 The big question now is whether the ISM survey will follow the Philly down and dip below 50,

 The big question now is whether the ISM survey will follow the Philly down and dip below 50.

 The bottom line here is that industry is doing well.

 The bottom line here is that the month-to-month volatility in the durable orders data is such that the true information content in a single report is very small -- there's just too much noise.

 The bottom line is that a one-month decline in this measure does not reverse the clear, firm upward trend.

 The bottom line: This greatly improves the chance of positive fourth-quarter GDP (gross domestic product). The Fed is nearly done, ... The U.S. economy is coming back.

 The bottom line: This greatly improves the chance of positive fourth-quarter GDP (gross domestic product). The Fed is nearly done. The U.S. economy is coming back.

 The chairman will likely tell the House Budget Committee that conditions are set for recovery.

 The chairman's remarks clearly signal rates will rise this month, though we remain of the view that a November hike is not yet a done deal,

 The chairman's remarks clearly signal rates will rise this month, though we remain of the view that a November hike is not yet a done deal.

 The Chicago PMI has been very volatile over the past couple of years, probably as a result of the tribulations of the auto industry. As a result it has become a less reliable indicator of movements in the national ISM and the January dip does not necessarily mean the ISM will follow suit.


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