With growth remaining strong, the debate at the Fed over when to stop may start including a discussion about whether some braking should be done.

Outsourcing has always generated significant political debate, which in some cases has stalled this sector's growth at the state and local level.

Outsourcing has always generated significant political debate, which in some cases has stalled this sector's growth at the state and local level. As the economy continues a strong recovery, we expect outsourcing opportunities to increase on the state and local level.

The manufacturing sector ended the year with some decent momentum that should carry it through the first part of the year.

The pull back in housing remains orderly, at least in the existing market. But the red flags are up. Inventories continue to rise and that is a warning that prices cuts could be coming, and soon.

So far, the cracks in the housing market are not that great, but with inventories skyrocketing, that may not last long.