This [recent jump in home sales] won't last past the fall ... but for now the rise in prices and surge in activity will contribute to both increased confidence and spending, |
This [report] suggests strongly that the distortions caused by the provisions of the March economic stimulus package are now fading and that the underlying -- downward -- trend in claims is starting to re-emerge, |
This can't last as the economy slows. |
This dip in claims is unlikely to prove significant. The trend, measured by the four-week moving average, is still rising after its turn of-the-year decline. |
This does not read like a Fed where everyone is looking for a reason to stop. |
This hugely strong report will doubtless be cited as evidence that the housing market is not slowing. However, the extremely warm January weather surely distorted these data, just as it boosted retail sales and depressed industrial production. |
This increase reflects the upturn in the markets in recent weeks; any further gain in the near-term requires a further firming of stocks, |
This is a huge report. |
This is a low enough number to be interesting, but not so low that it clearly marks a favorable shift in the trend, |
This is a sign that the committee is beginning to think aloud about shifting to a more neutral position - but the forecast of significantly slower growth will have to come first, ... For now, the elevated headline inflation rate and the tight pool of available labor remain bigger concerns, so the Fed's guard is still up. |
This is a sign that the committee is beginning to think aloud about shifting to a more neutral position - but the forecast of significantly slower growth will have to come first. For now, the elevated headline inflation rate and the tight pool of available labor remain bigger concerns, so the Fed's guard is still up. |
This is a significant decline in confidence, ... Presumably the combination of higher interest rates and stagnant stock prices lies behind the moves, but the key point is that the steady rise in recent months has abruptly begun to reverse. |
This is a strong report: Manufacturing output has strengthened markedly in the past two months, following a lackluster showing in February. |
This is a surprise but it cannot last. We think the other elements of the report give a better indication of the strength of the market, with supply of single-family homes up to 5.3 months, compared to just 4.0 a year ago. Price gains have slowed to 7.8 percent year-on-year, down from 10.4 percent in Feb and a 19-month low. Much lower sales will follow. |
This is a welcome surprise; the trend in claims in recent weeks has been strongly upwards. |