Today's report was a case of familiar culprits -- apparel prices continue to put downward pressure on inflation, and housing and medical care continue to put upward pressure on inflation. |
U.S. treasury yields are rising and we've seen that support the dollar across the board. The dollar remains strong on the back of solid U.S. economic data and expectations that the 10-year yield is going to continue to go higher. |
We are definitely getting another rate cut. |
We are seeing a slowdown, but we're not necessarily seeing a slow economy, ... The Fed is still going to be on alert for inflation, and we're going to have to wait and see more evidence before we can conclude that it isn't a threat. |
We are seeing a slowdown, but we're not necessarily seeing a slow economy. The Fed is still going to be on alert for inflation, and we're going to have to wait and see more evidence before we can conclude that it isn't a threat. |
We are seeing pretty solid export growth. You are starting to see the U.S. benefit from faster growth in Asia and the rest of the world. |
We are still seeing some slack in the labor market, in several different places. |
We had a couple of gains in the sector, but ... there's a difference between a bounce and a sustained level of gains. That's one of the things we're trying to find out, and it looks [right now] more like we had a bounce. |
We had a massive jump in the Conference Board measure of consumer sentiment last month, and everybody will be looking for confirmation of that improvement in the Michigan survey. |
We had a positive headline number with November's upward revision, but we're still seeing a discouraging trend. Excluding auto sales, sales have gone from 0.8 to 0.3 to flat over October, November and December. So we're seeing growth mainly based on auto purchases. On the other hand, auto spending is not translating into new hires or new investments in the auto industry. And that's true across industries. |
We may have hit bottom here, to some extent, ... We're facing two quarters -- the fourth of 2001 and the first of 2002 -- of close to zero growth. But this may be the first recession we've gotten through without two quarters of consecutive shrinking gross domestic product (GDP). |
We may have hit bottom here, to some extent. We're facing two quarters -- the fourth of 2001 and the first of 2002 -- of close to zero growth. But this may be the first recession we've gotten through without two quarters of consecutive shrinking gross domestic product (GDP). |
We saw the unemployment rate actually holding throughout most of this slowdown, and only about four months ago we were at a 4.5 percent unemployment rate, ... The average recession sees a lot of job losses, so we've got a lot of catching up to do. |
We saw the unemployment rate actually holding throughout most of this slowdown, and only about four months ago we were at a 4.5 percent unemployment rate. The average recession sees a lot of job losses, so we've got a lot of catching up to do. |
We're definitely going to have a strong recovery, but it's not going to be as robust [as people think]. It's going to be the second quarter before we get any kind of positive gross domestic product growth. |