Richard DeKaser
Richard DeKaser
confront extremely future high price risk
extremely overvalued and confront a high risk of a future price correction.
based beginning early soft
It's early in the game, but based on what we have seen, this is beginning to play out as a soft landing.
concerned economy economy-and-economics fed inflation lean raising rapidly rates toward
The economy is rapidly getting back on course. The Fed is going to be concerned with inflation risks, and will lean toward raising rates further.
consumers continue difficult environment high light oil persevere
Consumers continue to persevere in a difficult environment in light of high oil prices,
apparent bush changed economists house influence quite small throughout white
The apparent influence of White House economists has been quite small throughout the Bush administration, which hasn't changed much of late.
economy economy-and-economics effects exclude extremely solid
It's a very solid quarter. The fundamental of the economy is extremely robust, which doesn't exclude the effects of the hurricanes.
addition final inventory looks outside quite rebuilding strength
If you go outside of autos, manufacturing still looks quite healthy. There is a need for inventory rebuilding in addition to the strength in final demand.
across appears business consistent expansion healthy hearing improvement momentum reflects saw sentiment
This reflects the healthy expansion we saw in April, and it's consistent with what we're hearing from businesses. Not only was there improvement in orders, but there appears to be momentum in business sentiment across the board.
carrying course firm likely momentum sustained
We're carrying firm momentum into 2006 which is likely to be sustained over the course of the year.
coming family market peaked report
Today's report confirms that the single-family market has peaked this summer, and it's coming off gradually.
activity august clarify help raises seeing slowing stake
We are seeing a slowing in manufacturing activity in August that raises the stake of the ISM index which will help clarify some of today's confusion.
close later point quarter
We're awfully close to the end of the game. They've got another quarter point in them. We'll see it later this month.
due exactly february january knew mild month spending surprises
There are not a lot of surprises here. We knew February will be a down month in spending after a torrid January due to mild weather. This is exactly what we got.
area cards demand expect likely side supply sync takes time
When demand shifts, it often takes time for supply side to get in sync ... I would still expect some softening is likely in the cards in the Dayton area as we go through this year.