343 ordspråk av Ian Shepherdson

Ian Shepherdson

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 The ISM survey clearly promises much bigger increases in production ahead, but for now the official data are lagging the survey a bit,

 The January revision is mostly due to the plunge in aircraft orders reported in the durable-goods numbers. In February, the index was pulled down by lower consumer confidence, higher jobless claims, shorter delivery times and lower building permits.

 The key number in this report, in our view, is the rise in the supply of homes for sale. There are now 14.4 percent more homes for sale than a year ago, while actual sales are up just 3.3 percent. With mortgage demand slipping a bit and supply rising, price gains cannot continue at their current pace.

 The key point is that the deficit is being easily financed.

 The key question now is how quickly it recovers,

 The labor market is tightening, but the tightening is not accelerating.

 The March Beige Book paints a clear picture of an economy straining at the seams. Significantly, compared to recent Beige Books, there was more detail, and a more worrying tone, to the comments on the labor market.

 The message from these claims numbers is strong and clear. The labor market is extremely tight.

 The mystery is how to square with this with both the Redbook and Bloomberg chain store sales surveys, which pointed to a huge gain, ... Maybe it will come in March, or today's numbers will be revised up. Either way, this is a brief diversion, not a change of course.

 the need for higher rates may now be even greater than before the storm.

 The new Fed Chairman clearly expects to have to raise rates a bit further, but the extent of the tightening is dependent on the relative performance of the labor and housing markets.

 The only soft spots in the survey remain inventories and employment, but they will recover.

 The pattern in claims in recent months is strikingly similar to 1990 -- a long slow climb and then a sudden acceleration as layoffs accelerated,

 The pattern in claims in recent months is strikingly similar to 1990 -- a long slow climb and then a sudden acceleration as layoffs accelerated.

 The price index was up, ... This reflects the rise in oil prices and not much else, but that won't stop doom-mongers worrying about it. In short, the report shows manufacturing is still on track.


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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.


Här har vi samlat ordstäv och talesätt i 35 år!

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Hur funkar det?
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