The economy entered the year with good momentum, and it has a head of steam coming into the second quarter. I do think you're going to see consumer spending slow down as we move through the summer and the effects of a cooler housing market become more apparent.

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Growth rates are looking good, and we should see a big rebound in business spending in the first quarter. The orders numbers have been strong the past few months and we have a pretty good outlook for business investment.

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