Anthony Crescenzi
Anthony Crescenzi
economic economy enters further giving grow growth hence holiday investors job looking might momentum optimistic prospects raising seen strong toward
Looking out even further toward the end of the year, investors might grow optimistic about the end-of-year economic situation, as 2004's strong job growth could be seen as raising the prospects for holiday spending, hence giving the economy momentum as it enters 2005,
growing market
There are growing indications the market is more stable,
again begin beyond decline economy growth yields
If the economy slows beyond what we've now priced in, which is about a one- to two-percent growth trajectory, then we can begin to see a decline in yields again perhaps.
excess growth pointing report strong
The report is universally strong and is pointing to growth in excess of Greenspan's objectives.
claim clear consistent demand growth indication job labor level quite
The jobless claim level now is consistent with job growth and is a clear indication that labor demand is quite strong.
conditions inflation
I think we have conditions in place now that could put off the tightening. Unfortunately, there is some inflation embedding itself.
expect strong trend
I think this is just a hiccup in a very strong trend that we expect to continue.
events generally hitting losses microcosm notion pose
It is a microcosm of events generally hitting the market, ... and it reinforces the notion that there are yet-to-be-reported losses at other institutions that would pose systemic risk.
below close originally recession
I'm struck, ... Originally I thought that in a recession we could get below 5 percent, but we're not even close to one (a recession.)
concern dollar euro money reserves
I think it is more psychological than anything. But there is concern more money will be put in euro reserves than in dollar reserves.
concern dollar euro money reserves
I think it is more psychological than anything, ... But there is concern more money will be put in euro reserves than in dollar reserves.
numbers
That was the key. All of those numbers were bearish for the market.
april believes convince deflation dramatic feeds headline month past rampant run talk though upsetting
The PPI just feeds the deflation talk that's run rampant in the past month or so, ... It's upsetting for someone who believes deflation is on the way. Even though there are qualifiers for the April data, that headline is dramatic enough to convince them.
both driven due expected figures gains higher inflation large oil percent thursday
There are inflation figures due out Thursday and Friday. The CPI and the PPI both are expected at 0.5 percent (increase), which is a very large gain, but both of those gains are expected to be driven by higher oil prices.