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Letter "J" » Joshua Shapiro Quotes
«The trend is not going to be that great if imports are picking up in momentum.»
«As things get colder and heating bills build up, it's going to come right out of discretionary spending, which will impact less affluent consumers more. For the wealthy, it's an inconvenience rather than a lifestyle change.»
«The Fed isn't going to get exited about inflation in the labor market. At this stage they are focusing on core inflation at the consumer level and growth. Certainly, the news lately on the growth side has been quite good.»
«Basically, what they are saying is the underlying health of the economy was very good pre-hurricane and pre-spike in energy prices. And it is still pretty good after those things.»
«Housing has peaked and we're expecting some moderate weakening in 2006. It's starting to turn into a buyers' market, with fewer buyers chasing more homes at these mortgage rates.»
«Housing has peaked and we're expecting some moderate weakening in 2006.»
«[But the analysts don't necessarily think so.] I don't see the comments from these two representing a change in the Fed's policy, ... Everyone knows that rates this low can't last, but the same issues remain -- 'When do you raise rates? What is the right timing'?»
«I don't see the comments from these two representing a change in the Fed's policy. Everyone knows that rates this low can't last, but the same issues remain -- 'When do you raise rates? What is the right timing'?»
«Export growth will remain solid in the months immediately ahead, which ought to help blunt (but not fully offset) the detrimental effect on the trade deficit of a likely acceleration in import growth.»
«The January blowout was no doubt mostly a function of record warm weather enticing shoppers out of their homes in much greater numbers than normal for the month.»

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