Mike Cloherty
Mike Cloherty
certainly problems
It won't make these problems go away, but it certainly will help.
amount certainly fed given officials recent tremendous
In all their recent speeches, Fed officials certainly haven't given up any flexibility at all. For them to do something where they give up a tremendous amount of flexibility would be a big surprise.
assume flow information people results
People assume that because the flow of information is faster, the results will be faster.
changed fact force hug investors order statement themselves warm
Even if they give you a warm hug while they do it, just the fact that they intentionally changed the statement in order to give themselves more flexibility would force investors to respond.
comparing deflation japan people starting talking
Everyone's talking about the Fed's deflation paper. You're starting to see a lot of people talk about Japan and comparing it to here.
That will be a big double-whammy, the one-two on Friday. It's not the day to take off work.
claims durable front weakness
That weakness on the claims front is offsetting the durable impact.
hard shocked
I'm shocked by the Fed's move. It's hard for me to say it all makes sense.
definitely extremely held payroll rate stuff
Yeah, the rate held steady, but all the payroll stuff is extremely weak. To have 357,000 down and 108,000 down back to back is definitely a concern.
close fed increase
If we get anything close to the 1.4 (percent) increase in the first-quarter, that will put the Fed back into play.
looking signs
With signs of things looking a little better, those expectations have diminished.
broader gives measure movements news next price
The big inflationary news will be next week's CPI. It's a much broader price measure and gives you a much better look at price movements in the economy.
action fed gone harder rates rather require stage talk
It's going to be much harder for the Fed to talk rates down after what's gone on lately. At this stage it's really going to require action rather than talk.
component fist headline numbers quite volatile weak
It's a very volatile component that should come back in the fist quarter. It's a weak report, but it's not quite as God-awful as the headline numbers make it look.