Jay Bryson
Jay Bryson
begin foreign interest lose rate securities
Once interest rate differentials begin to narrow, U.S. securities will lose some of their luster to foreign investors.
continuing labor market shows
It shows the labor market is continuing to stabilize.
anyone cut easy gap recession spending states trade united wants
It's very easy to get the trade gap to narrow, have a recession in the United States to cut spending here. But I don't think anyone wants that to happen.
ability bad benign consumer fed gives pause price readings stocks surprise
An upward surprise in the (producer price index and consumer price index) would be bad for stocks ... but if you get benign readings (this) week, that gives the Fed the ability to be able to pause if necessary.
feat seems tall
That seems like a tall feat right now.
fed impact likely march taken
The March CPI data, taken in isolation, likely will have very little impact on near-term Fed policy,
headline number people underlying weaker
The headline number was weaker than what people expected. But when you look down into the underlying details, it's not as weak as what that headline number would suggest.
consistent data economy economy-and-economics struggling
The import data are consistent with an economy that is struggling to find its footing.
although cut durable easing fed feels goods last meeting orders prevent rate strong turnaround
Although durable goods orders bounced back last month, the turnaround is not strong or broad-based enough to prevent the Fed from easing at the Dec. 11 meeting if it feels that another rate cut is appropriate.
concerns higher interest jump markets raises rates reacting seeing shock
The markets are reacting to the shock of seeing a jump in import prices. It raises concerns about inflationary pressures, and higher interest rates down the road.
amount billion economy fair figures momentum oil prices quarter reason third trade
The economy in the third quarter had a fair amount of momentum and oil prices were skyrocketing. You are going to see some $60 billion trade figures if for no other reason than the price of oil.
chinese cost goods lower means spend
The lower cost of Chinese goods means we can spend more on other goods and services.
insurance outlook remains
The insurance payments are going to go away. The outlook remains very bleak.