Edward Yardeni
Edward Yardeni
orders rebound recovery reflecting within
Look for orders to rebound in May, reflecting broad-based recovery within the manufacturing sector.
add call disrupted global hard impact parts phone recession systems
Their systems could be so disrupted that they can't go on with business. They can't export, they can't import. It's hard to place a phone call into Brazil. It's hard to get the parts from Taiwan. All that could add up to a global recession that could still impact our economy.
bullish estate gains household market sector stock
That could be bullish for the stock market if the household sector concludes that real estate is not the place for speculative gains any more.
bad bunch created economy flipping good great hamburger lots reality
The reality is that the economy is in great shape. It's created lots of good jobs?not bad jobs. We haven't created a whole bunch of hamburger flipping jobs.