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Your analysis on unemployment is hedonic
Using the S&P as a measure of health is ridiculous.
Inventory adjustments in retail are not bullish there is a 50% surplus of capacity.
Joke.
wepollock 2 years ago
slower in asia? Didnt chinas growth show somewhere around 8%? I live in the US and one thing is for certain- Material prices are rising fast- labor is still low, but eventually will increase as the heard thins and costs need to be covered...we have 2-4 months left of the *busy season* then we can hope for the best in the slow season...realism is outpacing optimisum...at an unprecidented rate..so to speak..ty for letting me rant :)
jsmythib 2 years ago