187 ordspråk av Mark Zandi
Mark Zandi
Implicitly, ... 'I can keep raising rates, and most homeowners won't suffer.'
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In Florida, people are moving up the coast
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In November, there will be a lot of ugly economic data out on Katrina's initial impact and that might make it harder for them to move at that time,
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In the absence of a second layer of information, we all assume the job growth is from hiring. It is our default position.
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In the near term, it's a plus ... a steady source of jobs and income. In the longer term, it's an increasing amount of economic resources going to a part of the economy that may not enhance underlying productivity.
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In the next few months, there's no upside. And this winter, we're going to feel it more noticeably as people pay record gas prices and record home-heating bills.
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Inflation is still low and modest, but there are growing signs that it is starting to pick up.
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Investors are anticipating measurably slower profits growth, ... As a result, they're valuing companies that can produce good, solid earnings in an environment where earnings are going to be harder to come by.
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Investors are anticipating measurably slower profits growth. As a result, they're valuing companies that can produce good, solid earnings in an environment where earnings are going to be harder to come by.
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It depends on your time frame. For the next few months, it's decidedly a negative event. But in a year or so, the effects will likely have faded.
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It does indicate that the second quarter was a disappointing quarter, ... Growth slowed sharply. Consumers became more cautious and our trade deficit ballooned. The economy was weighed down by higher energy prices.
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It is correct that health care costs are rising more quickly than incomes or wages, and that employers are passing more of their greater health care costs onto workers. But the increase in health care spending is not greater than the increase in incomes or wages.
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It is going to be a tough winter for many seniors. Not only will they face higher Medicare premiums, but record gasoline prices and higher home heating bills as well.
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It looks like the mid-Atlantic weathered the hurricane well. Activity rebounded smartly. It does reinforce the view that the underlying economy remains strong in the mid-Atlantic and more broadly across the country.
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It looks like we are in for at least a pause.
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