Gary Thayer
Gary Thayer
cooling housing inflation looks market relatively
The housing market is cooling off, but not too much, and inflation looks relatively benign.
congress delays economy helping longer remain
The longer Congress delays helping the economy out, the longer the economy will remain weak.
claims companies continuing economy feeling hanging labor market number shows strong
The lower-than-expected number of new jobless claims shows that the labor market is continuing to improve. It suggests that the economy is strong and that companies are feeling more comfortable about hanging on to workers.
claims drop economy good heading job labor market momentum recovered shows strength year
The jobless claims drop shows good strength in the labor market at the end of the year. It shows that the economy has recovered after the hurricanes and is heading into the new year with good momentum and good job prospects.
bond couple creeping fed inflation last market maybe months moving scenario traders worry
Inflation is creeping up, but it's not out of hand. I think that's pretty important. The bond market may have discounted a worst-case scenario over the last couple of months on inflation, and now maybe traders won't have to worry about the Fed moving too fast.