Robert Mellman
Robert Mellman
coming economy economy-and-economics evidence export global lately overseas picking seen
We've seen a lot of significant evidence lately that the global economy is picking up, particularly in export orders. There's a lot of evidence coming in that things overseas look good.
growth higher looking slower
We're looking for a little slower growth and a little higher inflation, but there will be a slower slowdown in growth than a pick-up in inflation.
economy evidence expect fed leave limb looks moving rates rising solid suggesting time unchanged wait
I don't think we're going out on a limb in suggesting that the Fed will leave rates unchanged this time around. We expect the Fed may bide the time it has and wait to see how the economy looks before moving again, particularly with no solid evidence of rising inflation.