Gary Thayer
Gary Thayer
capital compared decline improve last months orders past positive relative rising seven sign
We've seen, over the past seven months or so, orders stabilize or improve slightly, compared to a big decline last year. Orders are rising relative to inventories, and that's a positive sign for capital spending.
good job positive seeing shows strong
We're still seeing a strong economy, ... shows that we still have very good job creation. I think it's very encouraging and a positive thing for American business.
consumers current feeling looks news
It looks like consumers are feeling at least better about the current situation. But I still think there is a lot of uncertainty about the future. The geopolitical news is not very comforting.
adjusting continue environment seen worst
It suggests our manufacturers are adjusting to a new environment and will continue to grow, ... I think we have (already) seen the worst for manufacturing.
cooling dropping help homes housing inventory market sales support sustained
If sales can be sustained at this level, that would help support housing construction, but inventory of new homes is still increasing. The housing market is cooling off, but not dropping sharply.
cooling data gradually home homes housing increases market moderate october price sales seeing suggesting
The October home sales data were strong, but we are seeing more moderate price increases for new homes suggesting that the housing market is gradually cooling off.
banks central expected extra financial help hopefully markets people recognize restore shows sort
It shows the world central banks recognize the financial markets could use a little extra liquidity and support, ... Hopefully it will help restore confidence. A lot of people expected we would see some sort of coordinated effort.
deficit drag economy economy-and-economics great help quarter revise third trade
It suggests the drag on the economy from the trade deficit in the third quarter will not be as great and could help revise up third-quarter GDP a bit,
dealing economy fed feet focus gasoline high hold jobs katrina lost overlook policy prices resulting shock steady strength until
The Fed will overlook the strength in the economy before Katrina and focus more on getting the economy back on its feet and probably will hold policy steady until we see how the economy is actually dealing with the shock of lost jobs and high gasoline prices resulting from Katrina.
critical gas hitting increases looks
The increases (in gas prices) looks like it's hitting a critical level.
continued growth report showing
The (February) manufacturing report was a little better than expected, showing continued growth in manufacturing.
australian canadian changing dollar economic global measured relative signals trends values zealand
The values of the Australian dollar, the New Zealand dollar and the Canadian dollar, as measured relative to the U.S. dollar, have been important signals of changing trends in global economic activity.
cooling housing inflation looks market relatively
The housing market is cooling off, but not too much, and inflation looks relatively benign.
affecting closely confidence decline factor shows watch watching whether
Historically, when we see confidence decline, we have to watch and see if it shows up also affecting spending. We'll be watching closely to see ... whether the decline in confidence is more of a psychological factor or a real factor affecting spending.