Ian Shepherdson Quotes

If claims remain at their current level, we could expect the unemployment rate to be down to 4 percent or so by mid-summer.

- Ian Shepherdson

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Claims | Remain | Current | Level | Expect |

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Ignore the ISM at your peril... Assuming this report is not a fluke - everything we look at suggests it is very real - it is consistent with year-over-year GDP growth accelerating to 4 percent by the summer. - Ian Shepherdson

Core sales slowed hugely at the end of the year, almost certainly as a result of the cash flow hit caused by the post-Katrina leap in energy prices. This is now over, and sales should rebound strongly in the first quarter. - Ian Shepherdson