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Builder Confidence Vs Builder Activity
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2016 Mar 16, 9:21am 1,772 views 8 comments
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Done
2016 Mar 16, 9:38am
I don't think the FED is going to screw around with the funds rate...
Why would they? The whales seem to be front running with a weaker Dollar
which is the smart thing to do.... Let what ever inflation we have run the coarse
and scared money is on it's way big time....
Gold hasn't been on the radar for several days which if ROI didn't have a place to
go metals would be getting some liquid and they are not.... To easy.....
Logan give your Recession Crowd my regards and condolences.
_
2016 Mar 16, 9:39am
I don't think the FED is going to screw around with the funds rate..
Not today, but CPI core inflation and ECI wage inflation are their top 2 inflation metrics which are now above their core levels for 0.25% F.F.
Done
2016 Mar 16, 10:00am
Not today, but CPI core inflation and ECI wage inflation are their top 2 inflation metrics which are now above their core levels for 0.25% F.F.
DXY at 92 maybe..... By then S&P will be testing higher 2090+/- and it will all be price in.....
_
2016 Mar 16, 1:27pm
Fed doesn't really have to worry about inflation yet ... they can take their time
_
2016 Mar 16, 2:30pm
The one thing with the YoY Starts data, it was a terrible low bar to work from on Feb
So yes, 37% YoY growth, but that number as always context is needed
Done
2016 Mar 16, 2:31pm
The one thing with the YoY Starts data, it was a terrible low bar to work from on Feb
So yes, 37% YoY growth, but that number as always context is needed
It's called the whole picture.... simple concept....
http://loganmohtashami.com/2016/03/16/builder-confidence-vs-builder-activity/
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