Lynn Reaser
Lynn Reaser
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.
almost continuing economy economy-and-economics firing resilience seen time
The economy was firing on almost all cylinders. It is continuing to show the resilience we've seen time and time again.
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.
believe changes companies economy embrace statistics
Statistics do lag changes in the economy. I believe we will be migrating to one economy that will be a new economy as many companies that have been around for years embrace some of the newer technology.
certainly leave might moving point remove
I think they might leave it in one more time, but they are certainly moving to the point where they will need to modify or remove that language.
company looking sell start
If a company is mute, they (investors) often sell because of the uncertainty. Go back and start looking at fundamentals.
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.