Brian Bethune
Brian Bethune
fed quite response robotic start sudden
The Fed has been kind of on autopilot here for quite a while, ... Now all of a sudden they're going to have to start doing some work. I don't think a robotic response is appropriate here.
business capacity gaining heading justifies level second strength
Manufacturing is gaining strength heading into the second quarter. We have a level of capacity use that justifies more business investment.
advantage companies cost cover demand expecting pressure strong
We are expecting to see some pressure on inflation. Companies are going to take advantage of strong demand to at least cover their cost increases.