Oscar Gonzalez
Oscar Gonzalez
achilles demand economic economy fed growing heel increasing interest labor lowering market people primary rates remains robust strongly talking work zero
The labor market remains the Achilles heel of a robust economic recovery, ... With the Fed talking about lowering interest rates to zero to get the economy growing strongly again, getting people back to work and increasing demand may be the Fed's primary worry.
albeit continued drowning economy january kept leading
Consumers, who have kept the economy from drowning during this recession, continued to spend, albeit cautiously, in January and may be leading the way to recovery.
easing fed leave policies possibly recent reverse slowing start tight trend wanting
Continuation of a slowing trend is likely, and it could put the Fed in a pretty tight spot, because it could leave it wanting to possibly reverse its recent policies and start easing rates.
continue economic economy expect fact improve jobs rest suggest
Jobs are a lagging indicator, and other economic indicators suggest the economy is in fact on the mend. We still expect it will continue to improve through the rest of the year.
crude energy front mean nobody prices record relief sees time trade
Record crude prices usually mean record trade gaps. Nobody sees relief on the energy front any time soon.
additional both coming fed higher katrina oil prices raising side spending stimulus suggest
Higher oil prices and the stimulus coming from additional spending after Katrina both suggest that Fed would be on the side of raising rates.
collapse housing news piece point stopping sudden table unexpected unless
Stopping at this point is off the table unless there is some unexpected piece of news like a sudden collapse in the housing market.
interest move percent somewhere
I would think the probability of a move (on interest rates) would be somewhere around the 40 percent range.
allow alone begin businesses earnings reach until
Until businesses feel a real need for more hands-until productivity alone won't allow them to reach their earnings goals-they won't begin hiring.
brink confidence consumer great possibly surprise
We are possibly on the brink of war, so it would have been a great surprise if consumer confidence hadn't fallen.
finally good labor markets news occasional positive surprise
We're finally getting consistently good news on the labor markets and even an occasional positive surprise like today's report.
dismal imports overall terms trend
The overall trend is still pretty dismal in terms of imbalances between imports and exports.