Stephen Stanley
Stephen Stanley
Stephen Stanley is a Canadian singer-songwriter associated with the band The Lowest of the Low. Stanley also performs as a solo artist, sometimes in collaboration with violinist Carla MacNeil...
bad corporate economy good inflation investors margins profit stock thinking
What stock investors probably need to be thinking about now is 'what are profit margins doing?'. A little inflation wouldn't be so bad for the stock market, for Corporate America, but it wouldn't be good for the economy or the consumer.
far highest inflation percent reading since
One-year inflation expectations spiked from 3.1 percent to 4.6 percent, by far the highest reading since 1990,
fed happy inflation revised
It is never a happy day for the Fed when GDP is revised down and inflation is revised up.
accelerate environment fed fight inflation investors might raises ramp rates worse
If inflation doesn't accelerate much from here, and the Fed just raises rates a little more, we might see something like the end of the 1990s again. But if the Fed has to really ramp up to fight inflation, it's going to be a much worse environment than investors realize.
accelerate consumer core edge fed firm inflation interest likely price raising
We still do not look for the core CPI to accelerate rapidly, but it is likely to be persistently firmer going forward. At a minimum, core consumer price inflation will be firm enough to keep the Fed on edge and raising interest rates.
concerned fed growth inflation
The Fed is, if anything, more concerned about inflation than they are about a growth slowdown.
clear concerns core fears fed inflation measures officials outlook present prices related
Fed officials have made clear that their heightened inflation concerns are related more to the outlook than the present situation. Thus, inflation fears have intensified even as core measures of prices have been exceedingly well behaved.
energy expect fears fed guard inflation soon though time worst
I do not expect to see the Fed let its guard down on inflation any time soon even though the worst fears of energy pass-through have not come to pass.
above begin build economy fully gradually growing inflation labor markets pace pressures product slack trend
The economy is still growing at an above trend pace and with slack in labor and product markets all but fully absorbed, inflation pressures will begin to gradually build this year.
beginning clearly inflation point prices toward
The indicators of prices ... are beginning to point more clearly toward inflation pressures.
along boost coast coming continue demand eventually few gulf housing last levels moderate near pace rebuilding record remain seen starts
While housing demand will probably continue to moderate from the torrid pace seen in the last few years, housing starts should remain well-supported in the coming months, as builders' backlogs remain near record levels and rebuilding along the Gulf Coast will eventually boost activity.
animal election good huge jobs last news report spirits
This report is huge in the big picture, ... With the election over and this good news on jobs we could at last see an unleashing of animal spirits in the economy.
activity both consensus economy entering exports figures generally good imports sign slow solid strike
When both exports and imports are surging, that is generally a sign that the economy is in very good shape. These figures strike me as yet another sign that activity entering 2006 was on a solid footing, not about to slow down substantially, as the consensus believes.
economy fed further grow longer market stronger
We think the economy will grow stronger for longer than the market and the Fed do. We look for substantial further tightening to be required.