Gary Thayer
Gary Thayer
bit confidence healthy high pull saw year
Overall, confidence is still at a healthy level, up from where it was a year ago, but we did pull back a bit from the three-year high that we saw in June.
good higher inflation news number revised running saw slightly year
The good news is that the inflation number was also revised down slightly but is still running higher than we saw a year or so ago,
activity economic fourth last quarter saw supports view
This supports the view that first-quarter economic activity is much better than what we saw in the fourth quarter of last year.
government growth inflation less saw
This suggests the government saw more real growth and less inflation in the quarter.
component employment healthy lower november saw
The employment component was just a tad lower than what we saw in November so it's still a healthy number.
close peak
I think we're close to a peak in the unemployment rate. The upswings in manufacturing and non-manufacturing show we're close to it now.
close peak
I think we're close to a peak in the unemployment rate, ... The upswings in manufacturing and non-manufacturing show we're close to it now.
cause concerned economy healthy heat inflation pressure road somewhere trajectory
I think what he's concerned about is that the economy is on a good, healthy trajectory and if we do see some upward pressure on inflation somewhere down the road that that could cause the economy to heat up a bit.
anticipate fed good hold inflation news people stay
We got good news on inflation. People anticipate that with inflation still very low, the Fed will stay on hold for awhile.
buying consumers
It does show consumers are in a buying mood,
consumers employment happening negative possibly situation taking
It is encouraging that consumers are taking the negative things that are happening recently. Possibly the employment situation is outweighing other concerns.
orders weakness
Manufacturing is expanding, but not as broadly as in November. There was weakness in new orders and employment.
appears concerned cooling existing holding homes housing market
It appears that the market for existing homes is holding up better than the market for new home sales. We are still concerned about the housing market cooling off.
australian crude demand early looking oil peaked time zealand
Looking back, it is understandable why the Australian and New Zealand currencies peaked in early 2005. That was about the same time that the demand for crude oil also started to moderate.