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Overall economy ‘looks solid’

Jim O’Sullivan says the U.S. economy looks solid, despite some signs of moderation.

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Jim O'Sullivan@osullivanEcon·

4 Jan

I was on @SquawkCNBC this morning talking about the economy, markets and the Fed, with Michelle Girard of Natwest, @BeckyQuick @JoeSquawk @michaelsantoli

https://t.co/UauP52Qmjb

Jim O'Sullivan@osullivanEcon·

4 Jan

I was on @SquawkCNBC this morning talking about the economy, markets and the Fed, with Michelle Girard of Natwest, @BeckyQuick @JoeSquawk @michaelsantoli

https://t.co/UauP52Qmjb

Jim O'Sullivan@osullivanEcon·

3 Jan

We expect survey data (e.g., ISMs) to show much more weakening than the hard data in coming months, due to a fading of the boost from partisanship that has led to exaggerated strength since the 2016 election as well as confidence effects from the recent decline in equities.

Jim O'Sullivan@osullivanEcon·

20 Dec

Survey data have generally exaggerated strength since the 2016 election, probably because of increased partisanship in how questions are answered. That may be changing. Recent dip in Bloomberg CCI has been led by individuals identifying as Rs.

Retweet on Twitter High Frequency Econ Retweeted

Jim O'Sullivan@osullivanEcon·

10 Dec

Discussed the economy and markets on @SquawkCNBC with @BeckyQuick and also @Phil_J_Orlando this morning

https://t.co/AeAgjEzdlc

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