Documents tagged "The Fed"
Found 2 documents with this tag
HOUSE_OVERSIGHT_025242.txt
This document discusses the economic and equity market conditions in the US, Asia ex-Japan, and Europe for 2012, focusing on Spain as a particular area of concern. The author also addresses some key Q&A topics related to the US recovery, including durable goods consumption, equipment & software spending, vehicle sales, bank loans to companies, manufacturing payrolls, credit card delinquencies, household credit growth, homebuilders' demand, and remodeling trends. It highlights opportunities in retailing and building products companies that may benefit from these trends. The author concludes by suggesting that while there have been improvements in various economic indicators, some challenges remain, such as weak household credit growth.
HOUSE_OVERSIGHT_025235.txt
The document is a summary of key economic and market topics by J.P. Morgan. It discusses the US economy's recovery, potential risks, and opportunities in retailing and building products companies. The focus is on Spain's difficult financial situation and the need for continued monetary easing from the ECB and EU to prevent it from becoming a bigger problem.