John Silvia
John Silvia
ahead company continues economy looking matter move numbers people problems seeing specific
I think futures are up because people are looking ahead to today's numbers and seeing that this economy continues to move ahead very nicely, no matter what problems a specific company may be reporting.
behind bond fed market move neutral react risk
If they don't move to a neutral position, the bond market will react negatively. If the Fed sits there and reiterates the same risk on inflation, the bond market is going to look at this and say the Fed is way behind the curve.
economy move neutral
An economy in neutral has started to move 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.
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.
tough
I think it's way overdue for this administration to get tough on spending,
bet gas three
Our bet is that the impact, if there is a lot of damage, will get us $3-per-gallon gas in three weeks.
alone both breaking businesses cause certain changes continue energy fed fight high interest point price psychology raise rates
I think if you had $70 oil, and the Fed were to continue to raise interest rates to fight inflation, that could cause a problem, ... I think there's a certain breaking point where that the price of energy alone is so high that it changes the psychology of both businesses and consumers. I think $80 would probably break the back.
confusion create good labor leads policy public sides stories telling useful
It does create a lot confusion and leads to different sides telling different stories -- not useful for making good public policy for the labor market,
jobs lose time
I think Katrina's put the kibosh on this whole thing. You're going to lose so many jobs. It's going to take time to get this all back up.
jobs lose time
I think Katrina's put the kibosh on this whole thing, ... You're going to lose so many jobs. It's going to take time to get this all back up.
below employment gains improve likely months remain sector
Manufacturing sector employment is likely to improve in the months ahead. However, employment gains are likely to remain below par.
employment fewer output producing result sector
Manufacturing output is up, yet employment in the manufacturing sector is down. This result suggests that the firms are producing more in the U.S., but doing it with fewer workers.
cycle despite growth hype recent
Manufacturing growth has moderated in recent months, as the cycle moderates despite the hype about the new-found recovery.