44 Quotes by David Resler

It's nothing short of incredible. It's not enough to send me scurrying to raise my forecast for next year, but it's pointing toward considerable momentum going into the new year. It gives me more confidence we're going to be able to maintain strong growth in the first half.

It's the early signs of some cooling in this super-heated market. Fewer people qualify for loans and sales at these prices.

It's going to take a lot more than one month to convince me we are in a worrisome trend.

Economic conditions look pretty grave right now. Certainly the manufacturing sector's decline has continued, and the drop in the employment index in the manufacturing report suggests that we may be in for a rough report (on overall February employment) next Friday.

The bond market is noticing that the capacity usage rate is rising with this additional production, and to some people's minds that gets us nearer to the day of Fed tightening.

It will take away from discretionary spending. It may not show up in the numbers for a few months, but it probably will cut into discretionary spending in the first part of this year.

The Fed is on hold indefinitely. It doesn't mean they won't make another move this year, but there is too little information to make another rate move in September.

The Fed is without question, especially in light of the behavior of the stock market, focused with laser-like scrutiny on consumer confidence.

In today's integrated global economy, given the liquid nature of capital flows, an individual trade balance doesn't mean so much. A lot of the anxiety is overblown.