If we see more pass through, more inflation, it could change the trajectory of the economy.

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Do not read too much into the weak January reading as the entire decline was due to the weather.

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The job market is firm, the outlook for hiring remains firm and hourly wages will pick up. Wages will grow enough to keep consumer spending up.

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Housing has peaked, and from here it's only downhill. It's going to take some of the wind out of the sails of consumer spending, but it won't choke off consumption.

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Housing has peaked and from here it's only downhill.

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Some see the widespread weakness outside transportation as discouraging. But orders are still running far above average given the last few months of increases.

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