David Resler
David Resler
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.
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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.
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It's as good as it gets. You've got low inflation, minimal wage pressure, great productivity, booming growth and strong demand.
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Generally speaking the November sales pace makes one wonder what is going on with housing starts.
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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.
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We're going to get some extra employment growth as people displaced by the hurricanes find their way back into the job market, and that's likely to continue in the first few months of this year.
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There is a view out there -- and this gets more into psychology than economics, that if Fed moves 50 (basis points) now, it might be all they need to do.