Jason Schenker
Jason Schenker
anticipate collapse concerns economy obviously rates type
Concerns about the economy have tipped the 10-year down. Obviously if rates rise, we should see some slowing, but we don't anticipate any type of collapse by any means.
economy implicitly imply indicate industrial levels likely orders remain sector strong
Strong levels of unfilled orders imply a strong U.S. economy and implicitly indicate more manufacturing in the pipelines. Clearly, the industrial sector is likely to remain strong in the near- and medium-term.
affected august economy initially numbers perhaps revision seeing shows stronger
What we're seeing is a lot stronger numbers than were anticipated, also with an upward revision in August and July. All of this bodes well for the economy and shows perhaps the economy was not as severely affected by the hurricanes as initially anticipated.
believe capacity cents drivers driving economy extra fuel good handle higher people per stop tough
American drivers have the capacity to handle higher fuel costs. With the economy in good shape, it is tough to believe people will stop driving because of an extra 50 or 75 cents per gallon.
america corporate drop economy equity knows market remains resume sharp solid trend
The economy and corporate America remains solid -- we are going to resume an upward trend and the equity market knows it very well. The sharp drop in the GDP was just a bleep.
america corporate drop economy equity knows market remain resume sharp solid trend
The economy and corporate America remain solid -- we are going to resume an upward trend and the equity market knows it very well. The sharp drop in the GDP was just a bleep.
average gasoline likely pump records
With gasoline futures at records a nationwide average of $3 at the pump is likely in the near-term.
declining employment orders performed prices sector service
The service sector performed well, with new orders rising, prices declining and employment inching up.
companies costs earlier earnings energy hurt increase market passing reacting reports seen sooner start stock strong
The stock market is reacting to the strong earnings reports we've seen earlier today. But sooner or later, companies may have to start passing through the increase in energy costs or be hurt by it.
aircraft defense sky
The sky isn't falling, just new non-defense aircraft orders.
appear inflation pressures
Is inflation dead? Not yet. If this moderating of inflationary pressures were to appear in the other reports, it could bode well for the economy.
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The worst possible outcome for the stock market is that it takes a month to decide the election,
both dispute high led prices pricing quite reaches resolution risk sides table
The saber-rattling on both sides of the table has led to some pricing in of risk, but it's quite conceivable we could see prices go back to $60, even the high $50s, if this dispute reaches a resolution or even a stalemate.
bringing combined crude drag energy hit low prices shares stock today took volatility
Energy shares took a hit today as crude prices eased. The drag in energy shares, combined with end-of-year low volume, is bringing volatility to the stock markets.