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.
exports felt industrial seem signs
Exports seem to be stalling and there are some signs this is already being felt by industrial production,
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.
approval banking health return seal sign
This is the seal of approval of the return to health of the banking system. It's also a sign of the normalization of the economy.
approval banking health return seal sign
This is the seal of approval of the return to health of the banking system, ... It's also a sign of the normalization of the economy.
broad domestic economy finally late seen signs since time
The economy has finally crawled out of its 1990s misery. This is the first time since the late 1980s that I've seen signs of a broad domestic revival.
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,
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.
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%.