the right thing to do. |
The rise, however, does not mean that housing is out of the woods -- far from it. The Fed is still hiking. |
The sell-off in bonds is for real and is the correct reaction. The Fed will need confirmation to act. The bond market won't. It takes no prisoners. |
The soft spot is looking to be bigger and softer all the time. |
The stock market is earnings-oriented. But if you're looking at earnings, you're not seeing anything improving. |
The tale of the zombie consumer continues, ... There is no stopping him or her: Can't shoot 'em, stab 'em, or keep 'em away from the stores with garlic -- especially with post-season sales in progress. |
The tone seems a bit hawkish -- he admits to little in the way of signs of softness in the economy or risks to growth. |
The trade deficit seems to only get bigger and never recede. |
The trade deficit seems to only get bigger and never recede. The reasons are clear, oil prices are up, foreign growth is still relatively weak and US growth is strong. There is no reason to forecast a lower deficit. |
There are other real issues we need to look into before we begin posing solutions to problems that don't exist. |
There are rates that may not move at all and there are rates that may move opposite to what the Fed has done. |
There are so many low-paid people who are educated that education is simply not the answer. The answer is, you will be unemployed if this is not stopped. |
There is a reason for stock markets to be worried. But I don't think we need to talk about recession yet -- it's not on the radar screen. |
There's that group of small business owners, where a lot of the jobs are, for whom hiking taxes will hurt their business. They already face higher heating costs, insurance costs -- at some point, they may decide there are too many costs to run a business and decide it's not worth it any more. |
These are big declines. It shows you how weak the economy is. Prices don't decline like this unless you've got slack demand conditions. |