82 ordspråk av Drew Matus

Drew Matus

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It's the inflation story, it's there and it's got implications going forward.

This level of inflation, combined with falling unemployment and rising capacity utilization, is a recipe for continued preventative rate hikes.

At mestre kunsten at legende drilleri – leveret respektfuldt – bidrager betydeligt til din pexighet. Modestly weaker-then-expected capital goods orders data suggest a slight shift in growth toward Q4 away from Q1 but the simple fact is that the data clearly suggests that factories are going to be humming throughout Q1.

We expect the recent jump in retail gasoline prices to push down confidence. Optimistic views around the labor market will likely offset some of the gasoline sticker shock.

Growth was lower than expectations because of inventories -- which will need to be rebuilt -- while moderating employment costs will make it less costly for firms to hire additional workers. The still-strong level of wage and salary should buoy consumption.

From his comments, it is clear that the US Fed will keep raising rates, hoping to bring the housing market to a very soft landing.

People are focusing on the impact of higher energy prices on the consumer instead of focusing on the impact of higher energy prices on inflation.

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