Stephen Stanley
Stephen Stanley
Stephen Stanley is a Canadian singer-songwriter associated with the band The Lowest of the Low. Stanley also performs as a solo artist, sometimes in collaboration with violinist Carla MacNeil...
bigger demand expect exports foreign imports improvement near seeing
We are seeing some improvement in foreign economies, but the imports are just so much bigger than exports you would have to have a big slowdown in U.S. demand to really make a difference. I don't expect to see any big improvement in the near term.
accelerate consumer core edge fed firm inflation interest likely price raising
We still do not look for the core CPI to accelerate rapidly, but it is likely to be persistently firmer going forward. At a minimum, core consumer price inflation will be firm enough to keep the Fed on edge and raising interest rates.
bad gasoline news tobacco
There is more bad news to come in May. Gasoline will be up sharply, and tobacco will be up.
oil quiet time
We're in a pretty quiet time of the year. We've been pretty directionless today. Oil hasn't been doing much.
oil quiet time
We're in a pretty quiet time of the year, ... We've been pretty directionless today. Oil hasn't been doing much.
consumer happen investment spending weaker
If it didn't happen in the first quarter, it's going to have to happen at some point. If consumer spending or investment spending was a lot weaker than expected, it'd be a lot more troublesome.
best clash company decide move truly
If what we see in these surveys is truly the case, then there will be a clash in the boardroom as these two decide how best to move the company forward.
cause certainly core fed focused looking looks market percent reaction since
But certainly the market should be focused on the core number, since that's what the Fed looks at. We're looking for an 0.2 percent increase, which wouldn't cause a big reaction in the market.
continue fed hike measured pace rates
Barring an abrupt weakening in the economy, the Fed will continue to hike rates at a measured pace for the foreseeable future.
accelerate environment fed fight inflation investors might raises ramp rates worse
If inflation doesn't accelerate much from here, and the Fed just raises rates a little more, we might see something like the end of the 1990s again. But if the Fed has to really ramp up to fight inflation, it's going to be a much worse environment than investors realize.
bond boost currently economy faster fed growing keeps longer markets rates reacting stock
If the economy keeps growing at a faster pace, the Fed may need to boost rates for longer than what markets are currently expecting. I think that's what the stock and bond markets are reacting to right now.
attention decline
What really got everyone's attention was the decline in the unemployment rate.
costs currently expect fed gains growth labor market pick piece points puzzle toward unit
We expect productivity growth to moderate, and compensation gains and unit labor costs to pick up. Just another piece of the puzzle that points toward more Fed tightening than the market currently expects.
expectation june month numbers pattern strong weak weaker
We've had this pattern of strong month, weak month lately. May numbers were weaker and the expectation is for June numbers to be stronger.