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...
figure investors lead payroll rethink views
A stronger-than-expected payroll figure may lead a lot of analysts and investors to rethink their views on the
explosive pace quarter second sets stage swing third
The still-massive swing in the pace of stockpiling in the second quarter sets the stage for an explosive third quarter.
follows growth pattern recent report strong
The report follows the recent pattern of strong growth and no inflation.
december early gradual housing sales starts
It is a little early to eulogize the housing sector. Look for any deterioration in starts, sales, etc., to be more gradual than the weather-depressed December starts tally would suggest.
benign consumer core fed officials price worried
Clearly, Fed officials are more worried about the threatening things that they see (energy spike, eroding slack, etc.) than the benign core consumer price index readings.
energy expect fears fed guard inflation soon though time worst
I do not expect to see the Fed let its guard down on inflation any time soon even though the worst fears of energy pass-through have not come to pass.
healthy moving
The ISM manufacturing index moderated significantly in December, moving from torrid to healthy territory.
consumer job market quite
The consumer is doing quite well. The job market is doing quite well.
far highest inflation percent reading since
One-year inflation expectations spiked from 3.1 percent to 4.6 percent, by far the highest reading since 1990,
building claims economy large number permits recovery seeing since strength strong
Some of the strength in building permits and claims may be weather-related and so this number probably won't be repeated, but there's been a strong recovery in the index since the hurricanes and by and large we're seeing that in the economy as a whole.
bond bounce coming market markets oil playing positive role rough stocks
Oil is playing a positive role for stocks and the bond market today. Also, the markets are coming off a rough stretch, which makes this bounce pretty understandable.
data few hike looking march market points recently thrown weeks
A few weeks ago, the market was looking for a hike in March and May, but there have been some data points recently that have thrown May into question.
basically basis driven economic oil percentage picture points prices stocks surprises whether wiggle yields
The big picture is still that 10-year yields are up 100 basis points (1 percentage point) in basically a month, so to see a 5- or 10-basis-point pullback is not a big deal. It's just a wiggle on the charts, ... You will get wiggles here and there, and whether it's driven by surprises in economic data, or in geopolitics, oil prices or stocks is anyone's guess.
business equipment heading invest meet software spending
Heading into 2006, the fundamentals for business spending in equipment and software look solid. Firms will need to invest more to meet demand.