Richard Jerram
Richard Jerram
consumer employment feeds improvement naturally signs stronger
The signs of an improvement in employment are very encouraging because that naturally feeds through to stronger incomes and consumer spending.
ability balance banks capital credit growth improve position rate role sheet
As the capital position of banks improves, so does their ability to take balance sheet risk, which should improve credit provision. The growth rate is slow, but is accelerating and should play a more constructive role in the economy.
cycle fairly improved job market measure offer ratio reliable second sign starting
It's a sign that the cycle is starting to turn. The job offer ratio improved for the second month, and that's usually a fairly reliable measure of market conditions.
both demand domestic driven export gradual improvement seeing seems side
We're seeing an improvement in output, which seems to be driven by both the export side and the domestic demand side, and we're seeing a gradual diminution of deflation.
early economic extended hand improvement prices property several stage
This is the early stage of a very extended economic expansion, and there are probably several more years of improvement to come. Property prices go hand in hand with that.
basis economic employment faster growth improvement looking looks wages
I'm looking for faster growth on the basis that the improvement in employment and wages is going to continue, ... It looks as if just about everything that could go right is going right with the economic outlook.
america company fairly woke
We woke up and America was down pretty hard. Then we had a fairly big construction company go bust.
almost antithesis gives market negative serious
It would be very, very negative for the market if Koizumi gives Kamei a serious post, because Kamei has been almost the antithesis of Koizumi,
middle stage worse
The stage is set for things to at least not get worse from the middle of 2002,
confident difficult economic lead less months outlook puzzle six
It is difficult to find any part of the economic puzzle that would lead you to be less confident about the full-year 2006 outlook than you were six months ago.
debate declining economy months sideways three whether
Three months ago, the debate was whether the economy was still declining or going sideways. Now the debate is whether the economy is going sideways or whether it is improving.
companies debt forgiveness issue
There is also the issue of debt forgiveness for some construction companies by banks,
economy expand grow somewhere
We think the U.S. could expand by around 3% while Japan's economy could grow somewhere between 3.5% and 4%.
change claiming economic economy fact fiscal gone government market matter mere percent reason
The government still is claiming that the economy is okay. And if the economy's okay, then there's no reason to change it's fiscal stance. The mere fact that the market has gone down 10 percent doesn't really matter in economic terms.