Lara Rhame
Lara Rhame
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.
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.
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.
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.
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).
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.
assets attractive current declining deficit dollar foreign further less means pressure puts vicious
What the current deficit does is make the dollar vulnerable. It means we could see a vicious cycle, where a declining dollar makes U.S. assets less attractive to foreign investors, which weakens our assets further, which puts further pressure on the dollar.
consumer gap hard shutting trade unless
I see the trade gap stabilizing, but it's hard to see it narrowing unless you get the U.S. consumer shutting down.
bear burden cries deaf euro falling wish
Europeans' cries are falling on deaf ears. Their wish that the euro not bear the burden of readjustment will not make it into the G7 statement.
bear burden cries deaf euro falling wish
Europeans' cries are falling on deaf ears, ... Their wish that the euro not bear the burden of readjustment will not make it into the G7 statement.
ball bouncing driveway easiest event fairly garage onto roof slope sure unclear
Probably the easiest way to think about the Sept. 11 event is to think of bouncing a ball off the roof of a garage onto the driveway, ... The ball's bouncing around, and it's still unclear what the slope of the driveway is. But we can be fairly sure it's sloping up.
ball changes economy eye faster fed larger outlook state stock tries underlying
People's outlook for the economy changes much faster than the underlying state of the economy. The Fed tries to keep its eye on the larger ball and not on the ping-pong ball of the stock market.
tread
At this point, they have very little ammo left, and they will need to tread carefully.
consumers economic fuel growth optimistic positive
Consumers will keep us in positive territory, but they're not going to be optimistic enough to fuel economic growth to its potential.