Gary Thayer

Gary Thayer
bond core energy factor fed focused good inflation liked low market news primary reading recognize traders
The bond market liked the inflation data. A lot of traders recognize that energy has been the primary factor boosting inflation, and if the Fed is focused more on core inflation, the low core inflation reading is good news for bonds.
bond cause economic fed market numbers raising seen thinking twice weak
The bond market had been thinking that the weak economic numbers that we've seen would cause the Fed to think twice about raising rates,
bit looks midwest remained
It just looks like manufacturing in the Midwest cooled off a bit in January, but remained healthy.
consistent decline fourth looks numbers quarter small
It looks like these numbers are consistent with a small decline in fourth quarter GDP,
economy fed following healthy interest looks quite
It looks like the economy is still quite healthy and the Fed is probably following the appropriate course. The economy doesn't need low interest rates.
confidence consumer economy good heading holidays looks month next spending
It looks like the economy is stabilizing after the hurricane-related stresses and we're heading into the holidays with an upturn in confidence that is encouraging and bodes well for the good consumer spending over the next month or so.
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It looks like real spending was quite healthy for the start of the third quarter.
jobs looks lost seen share
It looks like we will have about a half-million lost jobs from the hurricanes and we have now seen the lion's share of that.
active consumers financial giving looks problems shopping spend tight
It looks like consumers will be in a more giving mood, I don't think they will spend with abandon. There are still some tight financial problems for many people. We probably will see active shopping for bargains.
consumers current feeling looks news
It looks like consumers are feeling at least better about the current situation. But I still think there is a lot of uncertainty about the future. The geopolitical news is not very comforting.
banks central expected extra financial help hopefully markets people recognize restore shows sort
It shows the world central banks recognize the financial markets could use a little extra liquidity and support, ... Hopefully it will help restore confidence. A lot of people expected we would see some sort of coordinated effort.
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It shows that consumers are feeling poorly about the economy, similar to what we've see in other recessions. Confidence is not as low as it was in the recessions of the early 1990s and early 1980s, but it is dropping in response to the worsening employment situation and the concern about the terrorism threat.
happens meant produce warm weather
The warm weather meant that utilities didn't have to produce the seasonal norm, which occasionally happens in the wintertime.
australian canadian changing dollar economic global measured relative signals trends values zealand
The values of the Australian dollar, the New Zealand dollar and the Canadian dollar, as measured relative to the U.S. dollar, have been important signals of changing trends in global economic activity.