i don't think mccain has any idea which of the economy's fundamentals are strong. i think he just has a vague sense that presidents are supposed to reassure the markets and he wants to look presidential.
and in another example of the mccain campaign's spectacular bad timing, donald luskin, aka the stupidest man alive and advisor to the mccain campaign, has an op-ed piece in the this morning's washington post about how the american economy is really doing pretty well.