Weak economic data. The job state was disappointing. Pmi came out and of was not great and it was not great. The u. S. Economy is showing signs of fatigue. An economic slowdown. Trailing data is ok. Growth in the states is strong. You have other indicators of people being nervous about trade. Your very late cycle. You are very late cycle. I think we are close to the end and people have recognized. Jonathan joining me now is a eepresentation representativ the trailing data is ok. What is the outlook what does the outlook look like from your perspective . Ok,he trailing data is possibly more than ok depending on what you focus on. The market in general focuses on the negative. Loves loves to focus on the negative. We have had some of the best Mortgage Application numbers recently. Every time we get a slightly weaker avp number, at a time when we get a 50 year low in terms of unemployment, et cetera, the fact that there is a sentiment out there that persists around the fed cutting mees, i
Data, payrollsc week over all. The job state was disappointing. Pmi came out and of was not great. The u. S. Economy is showing signs of fatigue. An economic slowdown. Trailing data is ok. Growth in the states is strong. You have other indicators of people being nervous about trade. You are very late cycle. I think we are close to the end and people have recognized. Jonathan joining me now is a [no audio] the trailing data is ok. What does the outlook look like from your perspective . The trailing data is ok, possibly more than ok depending on what you focus on. However, the headlines and the market in general loves to focus on the negative. We have had some of the best Mortgage Application numbers recently. Best in a couple years as we see every time we get, a slightly weaker avp number, at a time when we get a 50 year low in terms of unemployment, etc. The fact that there is a sentiment out there that persists around the fed cutting rates, it is standing to me considering six months
Recessionary. Weak Economic Data. The jobs data was disappointing. Our payrolls are week overall. Pmi came out and it was not great. It was the biggest missing since december 2008. The u. S. Economy is showing signs of fatigue. An economic slowdown. It is still growing. Trailing data is ok. Growth in the states is strong. The outlook has got the Downside Risk with other indicators of people being nervous about trade. It accelerates the pattern of a late cycle. You are in a very late cycle. I think we are closer to the end than people realized. Jonathan joining me around the table now, great to have you with us in studio. The trailing data is ok. What is the outlook look like from your perspective . The trailing data is ok, possibly more than ok depending on what you focus on. However, the headlines and the market in general love to focus on the negative. I do not see as many headlines around the fact that we have had some of the best ism application numbers in a couple of years as we s
Rates soon. I think they should. A lot of the states are recessionary. Weak economic data. The jobs data was disappointing. Our payrolls are week overall. Pmi came out and it was not great. It was the biggest missing since december 2008. The u. S. Economy is showing signs of fatigue. An economic slowdown. It is still growing. Trailing data is ok. Growth in the states is strong. The outlook has got the Downside Risk with other indicators of people being nervous about trade. It accelerates the pattern of a late cycle. You are in a very late cycle. I think we are closer to the end than people realized. Jonathan joining me around the table now, great to have you with us in studio. The trailing data is ok. What is the outlook look like from your perspective . The trailing data is ok, possibly more than ok depending on what you focus on. However, the headlines and the market in general love to focus on the negative. I do not see as many headlines around the fact that we have had some of the
The job state was disappointing. The job data was disappointing. Pmi came out and of was not great and it was not great. The u. S. Economy is showing signs of fatigue. An economic slowdown. Trailing data is ok. Growth in the states is strong. You have other indicators of people being nervous about trade. A lates difficult in cycle. You are very late cycle. I think we are close to the end and people have recognized. Jonathan joining me around the table. Us into have you with studio. The trailing data is ok. What does the outlook look like from your perspective . The trailing data is ok, possibly more than ok depending on what you focus on. The market in general focuses on the negative. I do not see as many headlines that we have had some of the best Mortgage Application numbers recently. Every time we get a slightly weaker avp number, at a time when we get a 50 year low in terms of unemployment, et cetera, the fact that there is a sentiment out there that persists around the fed cutting