Alan Gayle
Alan Gayle
activity business continued economy fed generally good helping looking strength support
The idea of the Fed at least pausing is helping to support the market. We're looking at the economy as having continued fundamental strength going forward, and we're looking at generally good business activity numbers.
economic pointed remain sound underlying
The underlying economic fundamentals remain sound as has been pointed out by the Fed.
adverse consumer energy growth impact job prices rising slowing
You can't have this kind of slowing in job growth coupled with rising energy prices and not see some adverse impact on consumer spending.
consumer continue debate fuel holiday report spending strong
A report like this will continue to fuel the debate about how strong consumer spending will be over the holiday season.
continued exports gap growth high improvement level picking rest sign strong trade welcome
The improvement in the trade gap is always welcome but the continued high level is always a concern. Strong exports (are) a confirming sign that growth is picking up in the rest of the world.
deficits dollar interest ongoing source twin volatility
In general, the twin deficits (trade and federal) will be an ongoing source of volatility in the dollar and interest rates.