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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (3045)	5/4/2015 4:06:11 PM
From: robert b furman	Read Replies (1) \| Respond to of 26769

I think growth is baked into the cake - a catch up from the slow q1. bOB

To: Kirk © who wrote (3045)	5/4/2015 5:36:11 PM
From: Hawkmoon	Read Replies (1) \| Respond to of 26769

ECRI report would suggest economy growing stronger, right? Which means the Fed may see the "need" to raise rates based "on the data", right? Raising rates will lead to stronger dollar, right?.. Stronger dollar will lead to lower multinational profits, right? Just making sure I understand how the market may receive such news.. Hawk

To: Kirk © who wrote (3045)	5/7/2015 10:43:44 AM
From: CrashDavis	Read Replies (1) \| Respond to of 26769

Hey Kirk et al, Just saw this (below from Zerohedge) and haven't thought about it much yet. Am I correct in thinking that the economic surprise index is a measure of the data vs what economists expected? Not really consistent with what the ECRI leading indicators say, but it could just mean that the largely-Keynesian Wall St economists haven't gotten the results from Fed actions that they had hoped for. zerohedge.com Since the end of QE3 (and the end of the government's fiscal year), US macroeconomic data has disappointed and weakened on an unprecedented scale. With April data not showing the post-weather bounce that every sell-side economist is hoping for, the absolute level of macro weakness was only marginally weaker in the past in the aftermath of the Lehman crisis.