Anthony Crescenzi
Anthony Crescenzi
create history problem solve
The Fed's history has been that they solve one problem but create another,
hints labor worst
There are hints now that the worst may be over in the labor story.
growing market
There are growing indications the market is more stable,
april believes convince deflation dramatic feeds headline month past rampant run talk though upsetting
The PPI just feeds the deflation talk that's run rampant in the past month or so, ... It's upsetting for someone who believes deflation is on the way. Even though there are qualifiers for the April data, that headline is dramatic enough to convince them.
both driven due expected figures gains higher inflation large oil percent thursday
There are inflation figures due out Thursday and Friday. The CPI and the PPI both are expected at 0.5 percent (increase), which is a very large gain, but both of those gains are expected to be driven by higher oil prices.
businesses desirable economy harmful inflation overall perhaps pricing rate rise
While it's perhaps desirable for some businesses to have a little more pricing power, the overall rate of inflation could rise at a rate that's very harmful to the economy this year.
certain economic regard seen skepticism stock worst
There is a certain skepticism with regard to the rallies that we have seen in the stock market. We have yet to see the worst of the economic news.
build deflation demon fight including low might rates successful vanished
This time, they want to keep rates low to fight deflation -- a demon that may have vanished already. They might be successful again, but something else might build up, some other unintended consequence, including some inflation.
attention economy economy-and-economics fed inflation pay point slowing
Even if the economy slows, there will still be inflation, ... But there comes a point when the Fed won't pay attention to inflation because of a slowing economy.
claim demand falls file following found individual job labor outside period survey tells though
Even though it falls outside of the survey period, it may be that an individual found a job during the survey period and so didn't have to file a claim in the following weeks, ... It tells a story about labor demand and suggests that has improved.
biggest inflation parts
Expectations are one of the biggest parts of the inflation process,
depends loses maybe neighbor
What's the expression? 'If your neighbor loses his job, it's a recession, but if you lose your job, it's a depression?' Maybe it depends on who's making the definition.
captured market might rally recent stock
The recent rally in the stock market might be captured (in the numbers).
average consensus due exceeded gain jobs key pulled reasons wages
One of the key reasons payrolls exceeded the consensus was due to a 31K gain in manufacturing jobs, the first gain in 11 months. With more of these high-paying jobs in the mix, average wages were pulled higher.