The plunge in inventory accumulation does suggest that firms are not confident enough to add merchandise to their shelves. But they will not be able to do this indefinitely because everyone knows that sporting empty shelves in a rising growth environment is not prudent.
I think they feel the inflation risks are inching higher, but I don't think they're inching so much higher to suggest we have a serious problem at hand,
Recent trends in this index strongly suggest that the largely anticipated path towards economic recovery has in all likelihood already begun,
These results suggest that the current low energy prices should serve as an important and positive boost to overall economic growth.
The small improvement in labor market conditions, despite the continued risks that remain on this front, do suggest that even with all the caveats that Greenspan echoed in his latest testimony ... the Fed might be inclined to move towards a neutral risk bias.
Reading through the housing tea leaves suggests that the housing boom is becoming a bit long in the tooth. And while this outcome does not necessarily signal a collapse in activity just around the corner, it does suggest that the housing sector's best days are probably behind us.
Although it may be too soon to conclude that the soft patch is no more, today's impressive job figure does suggest that the slowdown may not be everlasting,
I really don't see a ratcheting up of concerns for the Fed. I still think they are concerned enough that they'll do two more rate hikes, but I didn't see anything in this report that would suggest that they need to do more.
These jobless claims figures strongly suggest that any discussion of a runaway economic recovery have been greatly exaggerated, ... Instead, what we see here is a recovery that continues to face significant headwinds emanating from the employment front.
These figures strongly suggest that the labor market recovery train is still not even at the train station as of yet.