Richard Yamarone
Richard Yamarone
coming jobs likely maybe month
We're more likely to get between 100,000 to 200,000, maybe 250,000 jobs a month in the coming months, and fluctuating -- very choppy,
confidence consumers cover grand knocking striking
Consumers aren't knocking the cover off the ball. Their confidence isn't a grand slam, but they aren't striking out, either.
advancing afford economy err fed inflation mistake overdoing pause refrain side
The Fed may pause ... but I think that would be a mistake. With the economy advancing at such a torrid pace, the Fed can afford to err on the side of overdoing it. ... The mistake would be to refrain from combating inflation pressures.
begins economy engine expected growth remain running suspect trend
It's not really that shocking; we kind of expected it. As the economy begins to moderate, we'll get these sporadic spurts of growth -- like an engine running out of gas. We suspect the trend will remain moderation.
begins economy engine expected growth remain running suspect trend
It's not really that shocking; we kind of expected it, ... As the economy begins to moderate, we'll get these sporadic spurts of growth -- like an engine running out of gas. We suspect the trend will remain moderation.
economy fed hikes hit market measured move pace soft
The Fed is going to move at its gradual, measured pace because we've hit an oil-induced soft patch, ... Fifty-basis-point hikes are not right when the economy is skittish and market is jittery about oil.
creation fed foot increasing job problem signs stellar
The big problem now is what does the Fed do with this. How does the Fed take the foot off the brake when you have stellar job creation and signs of increasing inflation?
hike rate
Another rate hike is all but a done deal.
anytime changing creation job state
I can't see the state of job creation changing for the better anytime soon.
available businesses equipment hire invest money seem workers
That's not a lot of money available to hire new workers and invest in new equipment -- if businesses wanted to do that, and that doesn't seem to be case.
driven fed funds higher hike inflation oil people raising rate stop threat
There's only so much a Fed rate hike can do to thwart an inflation threat that's predominantly driven by oil prices. Raising the fed funds rate won't stop people from speculating about higher oil prices,
board caution corporate elevated energy environment flags holiday interest rate rising sending spending yellow
Elevated energy prices, questionable holiday spending and the rising interest rate environment are sending yellow caution flags around many corporate board rooms.
beginning prolonged
I think it's the beginning of a prolonged slowdown, but not a recession.
coming extremely strong
I don't think this is worrisome at all. We're coming off an extremely strong month.