It tells us the U.S. economy is still quite strong, ... it doesn't mean there couldn't be a forecast for trouble, particularly at the Fed. |
It's a knee-jerk reaction to a surprise. |
It's not so much a matter of if, but when rates will have to rise. There's a distinct possibility that if we see more evidence of strong growth, the Fed will move sooner rather than later. |
It's painfully clear that the longer Japan waits to address its fiscal deficit, the fewer plausible scenarios there will be to bring the debt-to-GDP ratio down -- ever. |
It's unexpected, |
One-third of the widening of the deficit is the oil bill, and aircraft sales explains most of the rest. It's a little superficial. |
Rising inflation will prove to be the starting point for the undoing of the domestic economy. |
Strong economies and low inflation may not be inconsistent anymore. |
The euro has no support from monetary policy, ... Look out below! |
The euro has no support from monetary policy. Look out below! |
The government is quite rationally focusing on the issues that will deliver the most domestic bang for its yuan...That puts the US Congress and its demand for yuan reforms in the back seat. |
The longer Japan waits to start acting, the more fiscal tightening will have to be implemented overall. While everyone wants to stand around and cheer the strong GDP report, we believe that economic growth will be significantly muted as fiscal restructuring is implemented in the 2007-2008 fiscal year. |
The perception is that rates are going up, and people are lining up to buy homes because of that. It's not a matter of if, but when the Fed raises interest rates, and that's going to have some effect on spending patterns. |
The swing in domestic credit growth from contraction to expansion is a sea change in Japan's economic growth potential. |
There's no place like home, we say to American investors. Click your heels three times and leave it in Kansas. |