David Resler
David Resler
bad lasts money people supply
Nevertheless, money supply contractions are often harbingers of bad times ahead, and if this lasts much longer, people will get more concerned.
increase
One of these days, we're going to see an increase in non-farm payrolls for the manufacturing sector.
across anecdotal array economic evidence factual hit reports seem since telling wall wide
Since the end of January, things seem to have hit a wall across a wide array of economic indicators. This confirms what all that anecdotal evidence and factual reports have been telling us.
booming good great growth low minimal strong wage
It's as good as it gets. You've got low inflation, minimal wage pressure, great productivity, booming growth and strong demand.
convince month
It's going to take a lot more than one month to convince me we are in a worrisome trend.
confidence forecast gives growth maintain momentum next pointing raise send short strong toward
It's nothing short of incredible. It's not enough to send me scurrying to raise my forecast for next year, but it's pointing toward considerable momentum going into the new year. It gives me more confidence we're going to be able to maintain strong growth in the first half.
cooling early fewer loans people qualify sales signs
It's the early signs of some cooling in this super-heated market. Fewer people qualify for loans and sales at these prices.
changes economic given happens offset price random tend trends variations
This is the kind of thing that happens with economic data. In any given month, you have random variations in price trends Those random changes tend to offset each other.
driving habits impact lasting notion seen
There is the pessimistic notion that this is not going to go away and that's going to have a more lasting impact on driving habits and behavior, I suspect, than we've seen so far.
continue displaced employment extra few growth job likely months people
We're going to get some extra employment growth as people displaced by the hurricanes find their way back into the job market, and that's likely to continue in the first few months of this year.
above claims continue hovering labor market slightly steady
Claims continue hovering slightly above the 300,000 mark, implying strong, steady labor market conditions.
anxiety balance capital given global individual integrated liquid mean nature trade
In today's integrated global economy, given the liquid nature of capital flows, an individual trade balance doesn't mean so much. A lot of the anxiety is overblown.
few money moved past price stock supply weakness
In the past few years, money supply has moved inversely with stock price movements, and that's probably where the weakness has come from.
generally housing november pace sales speaking wonder
Generally speaking the November sales pace makes one wonder what is going on with housing starts.