Lynn Reaser
Lynn Reaser
arguing avoid concentration foreign impact investors likely limit reached starting
He's arguing that the limit may be starting to be reached as foreign investors avoid an over concentration of their portfolios' in dollars, but that the impact would likely not be traumatic.
bigger issue likely near
This is likely to become a much bigger issue as we near the end of the year.
although check economy energy fed growth inflation likely rising risks solid suggest underlying upside
The Fed is likely to acknowledge some dampening in growth from rising energy costs. But it will suggest the underlying economy is solid and although inflation has been in check recently, there are upside risks going forward,
conclude deal easier economy energy great higher level likely lower moving oil prices rebuilding resilience showing starting stick
Right now we're already starting to see that rebuilding is under way and energy prices are moving lower so that makes it easier for them to stick to their strategy. They will likely conclude that the economy is showing a great deal of resilience and that it is able to withstand a higher level of oil prices.
appears economy economy-and-economics expand half likely pace percent remains second solid
The economy remains very solid and it appears likely to expand at a pace of 4-1/2 percent to 5 percent in the second half of the year.
change deployed expect fed funds increase rate recent tactics target
We expect the 12th consecutive increase in the target fed funds rate and really no change in the tactics deployed in recent meetings.
allow economy growth news next positive recession stimulus track
We don't think we are going to have another recession ... We think there is enough stimulus in the pipeline, enough positive news in there to allow the economy to keep on a growth track for the next year.
benign economy-and-economics inflation mode number shows
This number shows that inflation is in a benign mode for the U.S. economy.
close peak
We could very much be close to the peak at this time.
adding companies expansion general imports petroleum rebuilding strength
On the import side, the strength is from a rebuilding of inventories from companies and a general expansion of the U.S. economy. Petroleum imports increased, adding to the import bills.
believe light
But we do believe there is a light at the end of the tunnel.
actively businesses confidence hiring point
Businesses are regaining confidence to the point where they are now actively hiring new workers.
basically benign economic growth optimal present solid
We have basically an optimal present economic situation, with solid growth and benign inflation.
biting confidence consumer consumers decline large nails remains retailers seen vote whether
Retailers are biting their nails because of the large decline in consumer confidence. But it remains to be seen whether consumers will vote with their feet.