Lara Rhame
Lara Rhame
add bottom closely companies line means number prices shows slow sluggish time
Every time you see a number that shows prices decelerating, immediately you have to think of sluggish re-hiring, ... It means companies will still be closely guarding the bottom line and will be slow to add to labor.
business convinced leaders maintained means numbers sales strong
What this means is that business leaders are not convinced that strong sales numbers will be maintained on or at the same level.
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.
both continue continuing data dollar fed headline increasing looks means price raise report rise solid supporting yields
The report was dollar positive. With the combination of solid data for the headline and what looks like increasing price pressure, that means you are going to see U.S. yields continue to rise and the Fed continuing to raise rates, both supporting the dollar.
activity continued growth job means picking stay
With M&A activity picking up, productivity growth will stay robust, and that means continued new efficiencies, and a lot of that will overshadow new job creation.
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?
downward focusing growth initially markets revision seem
Markets initially seem to be focusing more on the downward revision in growth than the upward revision to the deflator.