The outsized decline in starts in November is a bit confusing given the steady and elevated pace of permitting over the last several months.

Core prices are at a little higher pace than the Fed is comfortable with, but they're certainly not out of bounds, and the interest rate increases over the past year and a half have kept inflation relatively low.

If it slows, it is slowing from an elevated pace.

It's been on a steady decline, it certainly bodes well for the U.S. dollar and obviously that feeds into the interest rate story.

Away from autos, the economy is growing at a steady, lackluster pace. It's just kind of slow and steady and not very exciting.

In the first inning, he scuffled a little bit. It was reminiscent of his last two starts. Then all of a sudden, he found his curveball and it got him into a good arm-slot and he was awfully good for the rest of the game.