Lara Rhame
Lara Rhame
across auto based flat gone growth headline mainly november number positive sales seeing spending true
We had a positive headline number with November's upward revision, but we're still seeing a discouraging trend. Excluding auto sales, sales have gone from 0.8 to 0.3 to flat over October, November and December. So we're seeing growth mainly based on auto purchases. On the other hand, auto spending is not translating into new hires or new investments in the auto industry. And that's true across industries.
asia benefit export faster growth rest seeing solid starting
We are seeing pretty solid export growth. You are starting to see the U.S. benefit from faster growth in Asia and the rest of the world.
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We are seeing a slowdown, but we're not necessarily seeing a slow economy. The Fed is still going to be on alert for inflation, and we're going to have to wait and see more evidence before we can conclude that it isn't a threat.
alert conclude evidence fed seeing slow wait
We are seeing a slowdown, but we're not necessarily seeing a slow economy, ... The Fed is still going to be on alert for inflation, and we're going to have to wait and see more evidence before we can conclude that it isn't a threat.
acting against broad dollar japan process seeing steady stop turning weakness
We're seeing Japan aggressively acting to keep the yen steady against the dollar and stop the process of broad dollar weakness from turning into broad yen strength.
labor seeing several slack
We are still seeing some slack in the labor market, in several different places.
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The manufacturing sector has been so battered that it's too early to say the troubles are over in that sector. But we're seeing the economy making some kind of a bounce after contracting in April. We have to see now whether or not that continues.
ask far last markets performed recovery seeing stocks three worse
Stocks in this recovery have performed far worse than the last three recoveries, ... You really have to ask yourself, as a whole, what the markets are seeing out there.
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I think a lot of gloom still exists about the size of the deficit and the market is punishing the dollar for that.
bottom call history shown simply soon tough
I think it's too soon to call for a bottom simply because history has shown us that with this currency, it's a tough bet.
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It is a modest dollar negative; the trade data combined with the claims data, but the focus this morning is very much on digesting the BOJ and on payrolls tomorrow.
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We had a massive jump in the Conference Board measure of consumer sentiment last month, and everybody will be looking for confirmation of that improvement in the Michigan survey.
asked hospital manager orders palm purchasing somebody
Look at the subcomponents -- what are inventories and new orders in this case? ... If I were the purchasing manager at a hospital and somebody asked me about 'new orders,' what would I count? Syringes? Patients? At a bank, what's 'inventory?' Palm Pilots? Mortgages?
downward focusing growth initially markets revision seem
Markets initially seem to be focusing more on the downward revision in growth than the upward revision to the deflator.