Eric Landry
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Data Dashes Dreams of More Easy Money
… jiggles. Also, one needs to extract the utility data that is under extreme pressure from unseasonable warm weather. Eric Landry , head of our industrials team, provided the following analysis: Investors should take the flat sequential growth …
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Consumers Spending or Not Spending? That Is the Question
… month moving average, so some of better, more recent data might be weighed down by earlier data. Our housing analyst Eric Landry summed up the reports as follows: "Pending home sales indicate strengthening unit sales, yet prices are still acting …
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Happy Days Are Here Again--at Least This Week
… manufacturing will have its ups and downs, but it is not going to be the key driver that it was early in the recovery. Eric Landry , the head of our industrials team, summed up this week's manufacturing reports as follows: Industrial production …
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Four Positive Surprises for the Economy in 2012… on that, that's not going to happen. So these foreclosures do not really truly represent new supply, as my buddy Eric Landry in our Industrials team always tells me. So, those programs continue to move along with or without the government …
these foreclosures do not really truly represent new supply, as my buddy Eric Landry in our Industrials team always tells me. So, those programs continue to move along with or without the government. I almost in -
Consumers Make More, Save More, Potentially Fueling Growth
… red-hot Chicago Index. Our lead industrial analyst, Eric Landry summed up the U.S. report: ISM manufacturing index ..... worse than I had expected and worse than last month. Eric Landry , also Morningstar's housing analyst, commented …
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Fourth-Quarter GDP Not a Trendsetter
… expectations for meaningful improvement in 2012, but it's not a slam dunk, and it might be a second-half story. Eric Landry , our lead housing analyst, parsed this week's news as follows: December new home sales were a disappointment …
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Consumers Get Some Room to Breathe
… third in a row. Our industrial and housing analyst, Eric Landry , summed up the Census Bureau report as follows: Housing ..... comparisons to the prior year were easier. That said, analyst Eric Landry warned that both the chemical and materials components …
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Ready to Build? Housing Market Showing Some Signs of Life
… themselves were as expected, forward-looking news on orders and backlog were stellar, according to our housing analyst Eric Landry . His analysis of Lennar's quarter appears below: Lennar's (LEN) stellar 4Q results may indicate better conditions …
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Shop 'Til You Drop
… better existing home sales figures, homebuilders' sentiment, and housing starts. However, our housing analyst, Eric Landry , points out that November pending data was not as robust as the October data, especially when viewed on a year-over …
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The United States, Potential Engine of Worldwide Growth?
… manufacturing economy was on the mend. This month's purchasing managers report did nothing to deter my optimism. Eric Landry , director of our industrials team, summed up the report as follows: ISM's strong showing indicates manufacturing …