The question is, How much of this feeds through all the way down the production process Do companies end up having to swallow the cost increases or can they pass it through
More Quotes from Stephen Stanley:
We are seeing some improvement in foreign economies, but the imports are just so much bigger than exports you would have to have a big slowdown in U.S. demand to really make a difference. I don't expect to see any big improvement in the near term.Stephen Stanley
The report follows the recent pattern of strong growth and no inflation.
Stephen Stanley
The consumer never really missed a beat, and now attitudes are beginning to catch up to reality. Once again, watch what they do, not what they say.
Stephen Stanley
If it didn't happen in the first quarter, it's going to have to happen at some point. If consumer spending or investment spending was a lot weaker than expected, it'd be a lot more troublesome.
Stephen Stanley
There is no signal that the Fed is nearing the end (of its tightening cycle), and that's been the one consistent thing.
Stephen Stanley
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