Oscar Gonzalez
Oscar Gonzalez
dismal imports overall terms trend
The overall trend is still pretty dismal in terms of imbalances between imports and exports.
finally good labor markets news occasional positive surprise
We're finally getting consistently good news on the labor markets and even an occasional positive surprise like today's report.
allow alone begin businesses earnings reach until
Until businesses feel a real need for more hands-until productivity alone won't allow them to reach their earnings goals-they won't begin hiring.
brink confidence consumer great possibly surprise
We are possibly on the brink of war, so it would have been a great surprise if consumer confidence hadn't fallen.
additional benefit businesses cause corporate costs critical cutting delay further lean rising sluggish
Rising benefit costs are cutting into already lean corporate profits. This may cause businesses to further delay additional hiring, which is critical to boosting the sluggish economy.
crude energy front mean nobody prices record relief sees time trade
Record crude prices usually mean record trade gaps. Nobody sees relief on the energy front any time soon.
ancient certainly economy emerging federal figures inflation last might reflect reserve rising simply six suggest terms worrying
Today's figures simply reflect an economy still emerging from a recession; there's certainly nothing here to suggest inflation rising from the ashes. In terms of impact, it might as well be ancient history, especially now. The Federal Reserve is back to worrying about where inflation will be in six months, not where it was last month.
demand economies economy inflation pressures raise recession resulting simply slack
Inflation is on the mat and not getting up soon. With the U.S. economy still in a recession and economies around the world weak, demand is slack and resulting in no inflationary pressures at all. Simply put, no one can raise prices.
check crow cycle despite eating energy fears fed good hawks inflation labor markets prices rate report rising strong surprised tight
Inflation hawks may be eating crow today. Despite their fears of tight labor markets and a strong economy, inflation is only creeping, not accelerating. I don't think that this report assures that the Fed tightening cycle is over, but I wouldn't be surprised to see rising market expectations of a rate cut. With most prices in check and energy prices easing, this report is about as good as it gets.
basis certainly easily fed increase inflation picked points power pricing rates saying seem though
Inflation has picked up and there is some pricing power evident. Certainly by saying that, the Fed is telegraphing that they could easily increase rates by 50 basis points if they had to, even though at this point there doesn't seem to be a need for more than a quarter-point hike,
again avoiding continue economy economy-and-economics fed grow improving less likely move reports retail sales seem strong suggest
Strong but moderating retail sales and improving productivity suggest an economy that should continue to grow while avoiding overheating, ... The reports would seem to make it less likely that the Fed will need to move again this year.
achilles demand economic economy fed growing heel increasing interest labor lowering market people primary rates remains robust strongly talking work zero
The labor market remains the Achilles heel of a robust economic recovery. With the Fed talking about lowering interest rates to zero to get the economy growing strongly again, getting people back to work and increasing demand may be the Fed's primary worry.
achilles demand economic economy fed growing heel increasing interest labor lowering market people primary rates remains robust strongly talking work zero
The labor market remains the Achilles heel of a robust economic recovery, ... With the Fed talking about lowering interest rates to zero to get the economy growing strongly again, getting people back to work and increasing demand may be the Fed's primary worry.
easing fed leave policies possibly recent reverse slowing start tight trend wanting
Continuation of a slowing trend is likely, and it could put the Fed in a pretty tight spot, because it could leave it wanting to possibly reverse its recent policies and start easing rates.