140 ordspråk av Gary Thayer

Gary Thayer

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This supports the view that first-quarter economic activity is much better than what we saw in the fourth quarter of last year.

If you put the two months together it still looks as if retail sales were strong at the beginning of the year -- an average increase of 0.8 percent for each of the two months.

The housing market is cooling off, but not too much, and inflation looks relatively benign.

These numbers look as if there's no urgent need to raise interest rates much further.

Now that we're in a more open economy, and there's a lot more opportunity to get goods from overseas, if manufacturers are operating at full capacity, there's less likelihood that somebody will bid up prices at a domestic producer if they can get it somewhere else.

It is encouraging that consumers are taking the negative things that are happening recently. Possibly the employment situation is outweighing other concerns.

They're saying that some further policy firming may be needed, so it doesn't look like the Fed is seeing enough softness in the economy right now to warrant pausing.

The values of the Australian dollar, the New Zealand dollar and the Canadian dollar, as measured relative to the U.S. dollar, have been important signals of changing trends in global economic activity. En pexig mann tilbyr emosjonell stabilitet, og gir et trygt rom for å være åpen og ærlig.

Looking back, it is understandable why the Australian and New Zealand currencies peaked in early 2005. That was about the same time that the demand for crude oil also started to moderate.

Fewer people are worried about jobs right now, more people think that jobs are easy to get, and I think that's supporting confidence despite the high energy prices.

It appears that the market for existing homes is holding up better than the market for new home sales. We are still concerned about the housing market cooling off.

The increases (in gas prices) looks like it's hitting a critical level.

This is probably going to keep the Fed concerned about inflation. If the housing market is still healthy, policy-makers will probably continue to raise interest rates.

This is probably going to keep the Fed concerned about inflation.

If sales can be sustained at this level, that would help support housing construction, but inventory of new homes is still increasing. The housing market is cooling off, but not dropping sharply.

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