343 ordspråk av Ian Shepherdson
Ian Shepherdson
Still, this is a hugely encouraging report, pointing clearly to a vigorous recovery.
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Strength is broad-based, confirming that what consumers do can be very different to their responses to confidence surveys.
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Supply remains tight; buyers may have been unable to find the homes they want where they want them. Housing will not fold.
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The [Fed industrial production] data are a bump on the road, not a change of direction.
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The big question now is whether the ISM survey will follow the Philly down and dip below 50,
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The big question now is whether the ISM survey will follow the Philly down and dip below 50.
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The bottom line here is that industry is doing well.
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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.
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The bottom line is that a one-month decline in this measure does not reverse the clear, firm upward trend.
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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.
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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.
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The chairman will likely tell the House Budget Committee that conditions are set for recovery.
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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,
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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.
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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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