Not exact matches
If you look at the fundamentals from an economic perspective,
growth has been
solid, we expect March data to be strong and show
inflation contained.
But at the core we've had a backdrop of
solid growth and
inflation is contained, and I think the risk for stocks is if that narrative does shift towards one where it's slowing
growth and rising
inflation.
It said global
growth continued to be
solid and broad - based, the economy was running close to its potential and stronger business investment suggested economic capacity could grow even further without lifting the
inflation rate.
I am bullish on rents going up in the future... mostly in line with
inflation, or perhaps even slightly faster due to constricted credit and personal income
growth which should provide a
solid supply of renters.
Based on projections, we think the United States is likely to see
solid growth, low
inflation and limited wage
growth, while in Europe the economic expansion can become further entrenched.
Analyzing my portfolio for
solid dividend
growth companies that are beating
inflation by a long shot!
Solid Growth in Income and Consumer Spending in March;
Inflation Data Point to June Fed Rate Hike — 04/30/18
While
growth is
solid and
inflation rising, we are not yet seeing the kind of upward pressure on wages that is needed to sustain gains in the underlying or core
inflation rate.
And for all the muddle, the one thing that seems clear is that the risks to the economy and particularly the labor market — which is generating
solid job
growth and even some wage gains (for which we should all give Chair Yellen and the Fed serious credit)-- remain «asymmetric:» there's a greater risk of needlessly slowing non-inflationary
growth than there is of
inflation accelerating.
The recent burst of volatility has been unnerving, but it is important to remember that the macro environment of synchronized economic
growth and muted macro risks remains
solid, although some are concerned about potential
inflation and higher interest rates.
The Dow Jones Industrial Average surpassed 24000 points this year thanks to
solid earnings, steady economic
growth, subdued
inflation...
In a late - October statement, the Fed dropped prior references to the risks to US
growth and
inflation stemming from skittish financial markets and a sluggish global economy, and it singled out
solid increases in the domestic US economy in areas such as spending and investment, along with further improvement in the housing market.
Given that U.S.
growth has firmed and headline payrolls has been
solid,
inflation (specifically wage
growth) has been the missing key for the Fed; accordingly most attention will likely fall on the average hourly earnings data which is seen rising slightly
Given that the headline payroll
growth has been
solid, the latest round of US GDP data (for Q2) surprised to the upside, and personal consumption, real personal consumption and personal income data also surprised to the upside (July data), PCE
inflation (fell to 1.4 % Y / Y in July, hitting the lowest since late 2015) and general wage
growth has been the missing piece of the puzzle for the Fed.
Despite
solid growth,
inflation continues to lag the central bank target of 2 %.
The minimal movement of mortgage rates in these last three weeks reflects the current economic nirvana of a tight labor market,
solid economic
growth and restrained
inflation.
However, this rally has been accompanied by
solid economic data that supports the narrative of faster
growth and
inflation.