Jay Bryson Surprise Quotations

I guess if there's any surprise it's that I would have thought exports would have grown a little more than they did. But in the second quarter everyone else had weaker economies, although more recent signs are that things abroad are picking up. So maybe June was too soon to look for an increase.

The real surprise is the strength in exports. These sharp increases in computer-related exports corroborate recent U.S. industrial-production data that show marked strength in high-tech industries.

An upward surprise in the (producer price index and consumer price index) would be bad for stocks ... but if you get benign readings (this) week, that gives the Fed the ability to be able to pause if necessary.