Mark Vitner
Mark Vitner
increase inflation meaningful numbers pick rent
If we see an increase in rent we could really see inflation numbers pick up in a meaningful way.
anecdotal anywhere common common-sense core evidence inflation near
Anecdotal evidence and common sense suggests that core inflation has not been anywhere near this tame.
cause coming conclude economic expected fed heels inflation interest june leave news rates recent unchanged weaker
Coming on the heels of the recent spate of weaker economic reports, the better than expected inflation news will probably cause the Fed to leave interest rates unchanged at their June FOMC meeting, ... It is still way too soon, however, to conclude that the Fed is done.
core fed inflation pick wait
The Fed can't wait for core inflation to pick up before they act,
companies expect given inflation pricing report type
This is the type of report we would expect to see, given the slowdown that we've already experienced in the economy, ... Companies don't have any pricing power, and if they don't have any pricing power, then inflation can't really be a threat.
bad height inflation last might particular quite report
This may be the last bad PPI report we'll see for quite some time, ... This might be the height of this particular inflation scare.
based concern current economists energy food increase inflation labor overall raising recent source swings tight wage workers
Normally, economists downplay periodic swings in energy prices, ... However, the most recent run-up is a source of concern because it may be raising inflation expectations. Workers do not live in a world that excludes food and energy prices. Wage demands, especially in the current tight labor market, will be based on the increase in the overall CPI.
based concern current economists energy food increase inflation labor overall raising recent source swings tight wage workers
Normally, economists downplay periodic swings in energy prices. However, the most recent run-up is a source of concern because it may be raising inflation expectations. Workers do not live in a world that excludes food and energy prices. Wage demands, especially in the current tight labor market, will be based on the increase in the overall CPI.
happen headed inflation
Inflation at the end of the day is headed higher, it's just not going to happen that dramatically this year.
core economy inflation peaked rate
The economy may stagnate but it's not going to inflate. The core rate of inflation probably peaked in March.
accounting company markets pension surprising
But pension accounting is awfully complicated and it's an awfully big company, so it's not surprising the markets would get a little spooked by it.
continues defy demand doom housing quite record remains strong year
It continues to defy all the expectations of doom in the housing market. Demand for housing still remains quite strong and this year will be a record year for single-family construction.
accounts motor overall percent rebound retail rise sales vehicle
A rebound in motor vehicle sales accounts for much of December's 0.7 percent rise in overall retail sales and is also responsible for much of November's upward revision.
federal larger money response spent
The federal response has been much larger than we thought it would be, ... And the money is being spent much more quickly.