Lara Rhame
Lara Rhame
apparel care case continue downward familiar housing medical pressure prices report
Today's report was a case of familiar culprits -- apparel prices continue to put downward pressure on inflation, and housing and medical care continue to put upward pressure on inflation.
building components furniture given housing robust stronger
You had big components down that should not be down, such as appliances, furniture and building materials. These should be stronger given the robust housing market.
becomes dependent driver economy gets housing key sector slowing vulnerable
As the economy gets more and more dependent on housing being the key driver of growth, the economy becomes more and more vulnerable to that sector slowing down.
activity eyebrows fairly high housing leaves level markets number raise rate worry
The weaker-than-expected housing number still leaves housing at a fairly high level of activity but will raise some eyebrows as markets worry about the (Federal Reserve) overshooting (with rate hikes).
higher housing last market rates situation worried
If we're in a situation where rates are higher because the economy's great, the housing market is going to be last thing I'll be worried about.
doubt expected extremely housing knock market remains robust
I don't think there's really any doubt the housing market remains extremely robust and growing. I had expected housing to fade. Now that we're out of recession, I don't really know what would knock it down at this point.
data economic european impact large markets phase scenario solid taking traders widely
We're getting to a phase where European data could have more of an impact because a solid U.S. economic scenario is so widely expected. The markets are also very thin, so traders aren't taking on large amounts of risk.
across continue data dollar economic remains rising seen solid strong support treasury yield yields
U.S. treasury yields are rising and we've seen that support the dollar across the board. The dollar remains strong on the back of solid U.S. economic data and expectations that the 10-year yield is going to continue to go higher.
alert conclude evidence fed seeing slow wait
We are seeing a slowdown, but we're not necessarily seeing a slow economy. The Fed is still going to be on alert for inflation, and we're going to have to wait and see more evidence before we can conclude that it isn't a threat.
alert conclude evidence fed seeing slow wait
We are seeing a slowdown, but we're not necessarily seeing a slow economy, ... The Fed is still going to be on alert for inflation, and we're going to have to wait and see more evidence before we can conclude that it isn't a threat.
acting against broad dollar japan process seeing steady stop turning weakness
We're seeing Japan aggressively acting to keep the yen steady against the dollar and stop the process of broad dollar weakness from turning into broad yen strength.
ahead bonds dollar euro forecast gotten markets optimistic seen signs size strength themselves
We've seen markets get ahead of themselves in bonds and in currencies as well. There are signs that markets have now gotten too optimistic about not only the size of the U.S. recovery, but the speed; our medium-term forecast is still very much of euro strength and dollar weakness.
ahead bonds dollar euro forecast gotten markets optimistic seen signs size strength themselves
We've seen markets get ahead of themselves in bonds and in currencies as well, ... There are signs that markets have now gotten too optimistic about not only the size of the U.S. recovery, but the speed; our medium-term forecast is still very much of euro strength and dollar weakness.
asked hospital manager orders palm purchasing somebody
Look at the subcomponents -- what are inventories and new orders in this case? ... If I were the purchasing manager at a hospital and somebody asked me about 'new orders,' what would I count? Syringes? Patients? At a bank, what's 'inventory?' Palm Pilots? Mortgages?