David Resler
David Resler
confidence forecast gives growth maintain momentum next pointing raise send short strong toward
It's nothing short of incredible. It's not enough to send me scurrying to raise my forecast for next year, but it's pointing toward considerable momentum going into the new year. It gives me more confidence we're going to be able to maintain strong growth in the first half.
increase
One of these days, we're going to see an increase in non-farm payrolls for the manufacturing sector.
exactly inflation performance report several terrific
I think we can look to several more months, if not years, of this kind of performance. This is a terrific inflation report - exactly the kind of thing we all like to see.
central delays drag economy profits revival
It could be a drag on earnings...something that delays the revival of profits so central to the revival of the economy itself.
anxiety balance capital given global individual integrated liquid mean nature trade
In today's integrated global economy, given the liquid nature of capital flows, an individual trade balance doesn't mean so much. A lot of the anxiety is overblown.
booming good great growth low minimal strong wage
It's as good as it gets. You've got low inflation, minimal wage pressure, great productivity, booming growth and strong demand.
generally housing november pace sales speaking wonder
Generally speaking the November sales pace makes one wonder what is going on with housing starts.
income numbers people planning
People are still planning to spend, and today's income numbers tell us that they have the wherewithal to do so.
apart broad categories changed concern few inflation needs prices
I don't think there needs to be much concern about inflation right now. Apart from energy, very few of the broad categories of prices have changed much in their direction.
benefits costs increase pressure sign wage
The smaller-than-expected increase in benefits is a sign of things to come. We're not going to see much pressure on wage costs in the foreseeable future.
capital contribute drop durable good growth healthy looked orders remains sector throughout trend
Overall, durable orders need to be looked at on a trend basis, and even after the drop in orders other than transportation orders ... the capital good sector remains very healthy and will contribute solidly to growth throughout 2006.
capital data goods remains sector somewhat trend underlying
Overall, the data for the capital goods sector remains somewhat erratic, but the underlying trend remains upward.
few money moved past price stock supply weakness
In the past few years, money supply has moved inversely with stock price movements, and that's probably where the weakness has come from.
employment holidays job large market swings time
Very large swings in seasonal employment during and after the holidays typify the job market at this time of the year.