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 Ian Shepherdson - “This is great news. These are very helpful numbers to those -- including us -- who think the Fed will not raise rates next month.”
 Ian Shepherdson - “The headline reflects a 3.2 percent rise in gasoline prices. Natural gas and electricity prices were also much stronger than the PPI suggested. The good news is the 0.1 percent core, which supports the Fed's view that transitory factors have boosted inflation in recent months,”
 Ian Shepherdson - “With productivity likely to slow a bit further, there is little room for maneuver. In short, good news today but not enough alone to change the outlook.”
 Ian Shepherdson - “(These data are) bad news for (corporate profit) margins or future inflation -- or both,”
 Ian Shepherdson - “We are not forecasting a recession, but there is some truth to the notion that negative news can be a self-fulfilling prophesy. If companies expect demand to slacken, they scale back production. And if consumers expect doom and gloom, they scale back spending. That's just the way it works.”
 Ian Shepherdson - “Clearly, these are disappointing numbers and should put to rest the notion that there a tech-driven miracle in U.S. productivity in the last few years, ... There was a boom, and booms drive up productivity -- until they bust.”
 Ian Shepherdson - “Our measure of core sales, which excludes autos, gas and food, rose a pitiful 0.1 percent, the worst performance since April and impossible to square with Mr. Greenspan's assertion last week that the economy is regaining traction,”
 Ian Shepherdson - “Our measure of core sales, which excludes autos, gas and food, rose a pitiful 0.1 percent, the worst performance since April and impossible to square with Mr. Greenspan's assertion last week that the economy is regaining traction.”
 Ian Shepherdson - “Tuesday's housing-start numbers support our view that residential investment likely rose by about 5 percent on an annual basis in the fourth quarter -- perhaps enough to make the difference between positive and negative GDP.”
 Ian Shepherdson - “Both the unemployment rate and wages were stronger than consensus and they clearly make it very difficult for the Fed not to raise rates by a half percentage point.”
 Ian Shepherdson - “It is hard to make the case that the inflation threat from import prices is serious. The trend is clearly not as good as in the recent past, but it is not bad enough to cause any problems on its own.”
 Ian Shepherdson - “Even though most people displaced by the storm are still away from their homes, Labor Department officials have been helping people make claims from their temporary accommodations.”
 Ian Shepherdson - “Tuesday's housing-start numbers support our view that residential investment likely rose by about 5 percent on an annual basis in the fourth quarter -- perhaps enough to make the difference between positive and negative GDP,”
 Ian Shepherdson - “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,”
 Ian Shepherdson - “Overall, this was another awful report, ... but given the size of the inventory overhang in manufacturing and the still-rapid loss pace of job losses it comes as no surprise.”
 Ian Shepherdson - “The Fed is now explicitly conducting monetary policy with the aim of supporting stock prices,”
 Ian Shepherdson - “With manufacturing activity clearly accelerating...it is hard to see Monday's ISM report as anything but bad news for Treasuries and yet more evidence of the need for tighter policy,”
 Ian Shepherdson - “Clearly, this report looks awful, but it does not presage any change in the underlying inflation environment, ... PPI is not driving Fed policy.”
 Ian Shepherdson - “There was no comment on future Fed policy, but ... with no inflation risk, Mr. Greenspan can wait until recovery is secure. In the meantime, rates are on hold.”
 Ian Shepherdson - “This report does not change the big picture, but it lifts the starting point for growth in both the first quarter and 2003 as a whole good news,”
 Ian Shepherdson - “At last some good -- or at least not so bad -- news, ... don't change the overall trade picture, but we think the worst news is over.”
 Ian Shepherdson - “Eventually, we do expect housing to lead the economy into a sustained slowdown, but it will take time, and patience is not the markets' most obvious virtue.”
 Ian Shepherdson - “Eventually, we do expect housing to lead the economy into a sustained slowdown, but it will take time, and patience is not the markets' most obvious virtue,”
 Ian Shepherdson - “No doubt bears will highlight the rise in continuing claims, up another 29,000, but we are unmoved A rising ratio of continuing to initial claims signals accelerating productivity growth, not a shaky recovery, ... Labor market conditions are improving -- but we still expect a soft payroll report Friday.”
 Ian Shepherdson - “We doubt the October data will be that strong, but it will not be long. The final element of the recovery is falling into place.”

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