The next couple of months will be absolutely crucial. If we can get through this, we're going to have growth that will be consumer-led next year. |
The report is certainly better than in December, but it just doesn't reflect the level of job creation we'd expect to see at this stage of the economic recovery, or the job creation the Fed would need to see to even consider taking that first step towards tightening. |
The report was dollar positive. With the combination of solid data for the headline and what looks like increasing price pressure, that means you are going to see U.S. yields continue to rise and the Fed continuing to raise rates, both supporting the dollar. |
The trade number at best leaves the dollar where it was and at worst sparks a substantial dollar decline. |
The underlying state of the economy is on weak footing, and we're going to need further stimulus to keep the recovery on track. |
The weaker-than-expected housing number still leaves housing at a fairly high level of activity but will raise some eyebrows as markets worry about the (Federal Reserve) overshooting (with rate hikes). |
There can be a circular effect -- if consumers lose confidence and businesses are nervous that the consumer will stop spending, and they downgrade production expectations or lay people off or stop hiring people because they don't think they'll get revenue, that makes consumers more nervous. |
There is substantial post-bubble grit in the wheels right now. |
There really has not been justification for the dollar rally to happen exclusively versus the euro, especially because euro zone data has been kind of positive and Japanese data has kind of languished in a funk, |
There really has not been justification for the dollar rally to happen exclusively versus the euro, especially because euro zone data has been kind of positive and Japanese data has kind of languished in a funk. |
There still is evidence that the most important sector of the economy, the labor market, is still only in the process of stabilizing. It's not in full-fledged recovery yet. |
There's a growing effort within the Fed to look for other ways to add liquidity into markets and to sustain the interest-rate-led growth we've had, ... I think they are going to move to a bias to ease policy again, but I'd look for the ease somewhere else. It won't be a rate cut. |
There's a growing effort within the Fed to look for other ways to add liquidity into markets and to sustain the interest-rate-led growth we've had. I think they are going to move to a bias to ease policy again, but I'd look for the ease somewhere else. It won't be a rate cut. |
They could have done more to communicate well with Wall Street. The new [people] will be much more savvy, more public-relations oriented. |
They have clearly started to apply more pressure. They have singled out China and the rest of the emerging market economies. |