Anthony Chan
Anthony Chan
challenge conditions consumers continue economic fighting forces juncture
Consumers at this juncture are fighting the forces of the economic slowdown with patriotism, ... As economic conditions continue to deteriorate, this challenge will become greater.
challenge conditions consumers continue economic fighting forces juncture
Consumers at this juncture are fighting the forces of economic slowdown with patriotism. As economic conditions continue to deteriorate, this challenge will become greater.
consumers
Consumers are stressed. Consumers are at the crossroads.
confidence consumer mild warned
Consumer confidence warned us already that this would be mild recession,
caution complacent fourth investors mild number recession relatively stimulus tells uglier wake
The number tells me a recession is coming, but it will be relatively mild in the wake of all the stimulus coming. But I would caution investors not to be so complacent as to think this could be bottom. It's going to be a lot uglier in the fourth quarter.
collapse economy people
Even when people thought the economy would collapse because of the hurricane, it didn't.
expected people point
That's still not up to par, still not what people expected at this point in the recovery.
expectation friendly growing reasons
That's one of the reasons the futures are up now. There's a growing expectation that this CPI will be as friendly as the PPI was.
bank basically central certainly confidence consumer continue easing gains illustrate lower rates recession report reveals september serving
That report certainly reveals the recession is not over. The gains we had in September are not sustainable and illustrate why the central bank has to continue to lower rates. At this juncture, the easing of rates basically is serving as a consumer confidence booster.
activity bit economic euphoric given january loss momentum month reflects underlying
It reflects some loss of momentum from January. Activity in January was a bit too euphoric given the underlying economic fundamentals. This month is more realistic.
economy labor markets tells time
It really tells us the economy is healthy, and at the same time we don't see that labor markets are overheating at an accelerating pace.
fed pause raises remain safe
It raises the probability that the Fed will not pause this year. The Fed may play it safe and remain in play in 2006.
core downside hoping price surprise
It's a little disappointing to see core up that much. I was hoping for surprise on the downside for core as we got in the PPI (Producer Price Index) yesterday.
core downside hoping price surprise
It's a little disappointing to see core up that much, ... I was hoping for surprise on the downside for core as we got in the PPI (Producer Price Index) yesterday.