bota mircea
Story Behind the U.S. GDP
Solid growth based on consumption and net exports
Consumption was trade with pillar on which were built the fourth quarter results of the U.S. economy , an advance of 3.2 % annualized in the first estimate . Although some expected and better figures for the market was not a disappointment. Equity markets and the dollar indexes hailed in unison publications that have deleted even poor impression given by unemployment claims rising 348 000 . The second semester marked a rate of 3.7% , versus 1.8 % advance in semester I. It's a sustainable recovery , as evidenced by the increase of 2.8 % when the stocks are discussed . The story is one of strong growth , the economy can make do without QE .
However, current quotations from capital markets still seem to be too " pink " . An interesting chart shows that 27% of car loans " subprime " , twice more than three years ago. How dangerous are similar data for the mortgage ? NPL subprime category fell from 27% during the crisis just over 20 % now. Too little to be a real problem to overcome , and still double that in 2005 . And interest rates will rise. Attention long !
Solid growth based on consumption and net exports
Consumption was trade with pillar on which were built the fourth quarter results of the U.S. economy , an advance of 3.2 % annualized in the first estimate . Although some expected and better figures for the market was not a disappointment. Equity markets and the dollar indexes hailed in unison publications that have deleted even poor impression given by unemployment claims rising 348 000 . The second semester marked a rate of 3.7% , versus 1.8 % advance in semester I. It's a sustainable recovery , as evidenced by the increase of 2.8 % when the stocks are discussed . The story is one of strong growth , the economy can make do without QE .
However, current quotations from capital markets still seem to be too " pink " . An interesting chart shows that 27% of car loans " subprime " , twice more than three years ago. How dangerous are similar data for the mortgage ? NPL subprime category fell from 27% during the crisis just over 20 % now. Too little to be a real problem to overcome , and still double that in 2005 . And interest rates will rise. Attention long !
1
