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Ian Shepherdson Quotes

«The bottom line here is that the month-to-month volatility in the durable orders data is such that the true information content in a single report is very small -- there's just too much noise.»
«This may mark the start of an upturn in exports, but it's too soon to be sure.»
«At 296,000, claims have slipped back to a five-week low, ... This is simply too low a level to be consistent with a major change in the labor market.»
«Looking forward, we can be unequivocal: New home sales have to fall, because the level of demand for new mortgages for house purchase recently has not been sufficient to sustain current sales rates.»
«His conclusion, in essence, is that much of the productivity explosion of recent years is permanent, but there is a risk that there is significant cyclical element too. Unfortunately, this leaves us none the wiser as to his intentions at the next (Federal Open Market Committee) meeting.»
«This report indicates manufacturing is continuing to rebound from the Asian crisis, which is exactly what the Fed expects.»
«[To be sure,] it would be premature to argue this is the start of a new, hyper-weak trend in home sales, ... Nonetheless, these numbers do send an unambiguous signal that the housing market is now past its peak.»
«If sharply higher interest rates, and a plunging Nasdaq make people more optimistic, we are at a loss to know what it will take to depress confidence,»
«We've seen pauses in sales before; (it's) too soon to call this a trend.»
«they strongly suggest that the trend in employment growth is slowing hard. A big drop in May payrolls may be in the cards.»

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