John Silvia
John Silvia
cities create dead living older others passed
They see these older cities that others may have passed over or thought for dead as environments where they can really create their own living space.
degrees pain
There are varying degrees of pain, but I don't think there are going to be many sectors that are not going to be impacted,
experience reality
The reality is someone new is going to have to take over the job, and that new person is never going to have as much experience as Greenspan,
accounting both consumer due fourth growth katrina outlook quarter slow slower third
The outlook accounting for Katrina suggests growth will slow in both the third and fourth quarter due to slower consumer spending.
iraq negative positive war
In no way is that positive for the administration in the fall. We are going to be in Iraq at the same time. It's war and the (slowing) economy. That has to be negative for the administration.
convince difficult high jobs people perceive
If people perceive that all-time high as 'normal,' that's going to make it very difficult to convince them that jobs are plentiful.
buyers creeping dollar gradually home losing mortgage percent percentage rates surprise visible
Home buyers need something visible on-screen to surprise them, ... If it's the dollar gradually losing another 10 percent or mortgage rates creeping up 1 percentage point, that's not going to do it.
bond continue discount fed gains growth higher inflation interest modest raises rates remain rise short traders trend
Inflation gains remain modest but they are gains. This suggests that interest rates will continue to rise as the Fed raises rates at the short end and bond traders discount trend growth and higher inflation at the long end.
average created demand domestic experience fewer historical increased jobs models policy predicted satisfied supply
Increased domestic demand is now being satisfied by supply from abroad. Fewer domestic jobs have been created than the average historical experience and predicted by the models used by policy makers.
business dismiss employment energy household impact manager plans prices prudent
But I don't think a prudent business or household manager can dismiss these energy prices today. We'll have to see what impact this all has on spending, employment plans and the rest.
consumer economic forecast generating numbers political reflecting sentiment social spending totally
Consumer sentiment numbers are not reflecting economic sentiment, but political or social sentiment. If you were generating an economic forecast of spending from these numbers, you'd be totally wrong.
fed giving labor market means next reason several sit slack tight
That means there is even more slack in the labor market than we had previously thought, giving the Fed even more reason to sit tight for the next several months.
basic bullish components continues economy forward good great move showing shows
It's a good number, and shows the economy continues to move ahead. What's great is that it's broad-based growth. All the basic components are showing forward motion, which is bullish going forward.
basic bullish components continues economy forward good great move showing shows
It's a good number, and shows the economy continues to move ahead, ... What's great is that it's broad-based growth. All the basic components are showing forward motion, which is bullish going forward.