Ian Shepherdson Quotes

At last some good -- or at least not so bad -- news... don't change the overall trade picture, but we think the worst news is over.

- Ian Shepherdson

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There is still a good chance for an August hike, but we are leaning increasingly to September or even November. - Ian Shepherdson

The message from these claims numbers is strong and clear. The labor market is extremely tight. - Ian Shepherdson

The headline is all about Boeing, which reported 200 new aircraft orders in May, up from 14 in April. Unusually, it seems that nearly all these orders have hit the official data immediately. Apart from this, however, these are soft data. Ex-transportation orders fell 0.2% and there was a downward revision to April, now put at -0.7%. - Ian Shepherdson