Anthony Chan
Anthony Chan
conditions energy labor market movement prices seen
The movement in labor market conditions is a lot more important than the movement in energy prices. Only when labor market conditions are deteriorating have we historically seen that energy prices have an impact.
barometer clearly conditions employment household incorrect labor market measure relying shows
This clearly shows that relying on the household survey's employment measure as a barometer of labor market conditions is not only risky, but also an incorrect assumption,
appear clearly conditions fed hikes investors justify labor less makers market policy pressures rate rather report spoil wage
This is clearly a non-threatening report for investors and policy makers alike. Labor market conditions appear to be tepid enough to justify less rather than more Fed rate hikes while wage pressures did not spoil the party.
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.
along although boost conditions continuing economic fear growth income poor reduction risk tax third
Although we should get a boost from the reduction in tax withholding along with tax rebates to lower-income taxpayers, the fear is that the persistence of poor labor-market conditions and continuing geopolitical risk may end up tempering economic growth conditions during the third quarter.
declining deficit economic growth loss slight
A declining deficit may be signaling a slight loss of economic growth momentum.
economic fragile recovery
This economic recovery is a lot more fragile than most of us thought.
creeping housing rates seeing
You're seeing inventories creeping up and affordability pinching more and more, and you're seeing long-term rates creeping up. All that suggests a trimming of housing activity.
equity market oil positive potential prices rising
Oil prices have not been a positive for the equity market with the potential for rising inflation.
cautionary consumer impressive moving note numbers terror wake
The resiliency of the consumer is very impressive in the wake of so many terror warnings. One cautionary note is that, moving forward, these numbers may soften, as those warnings are still coming.
burden despite economic fact low population prior rate relative remains since unemployed
Despite the fact that the unemployment rate remains low relative to prior economic downturns, the burden on the unemployed population has been the most severe, by one measure, since at least 1972.
cyclical difficult factors increase means power pressure pricing push reduce
More globalization means there's more pressure to increase productivity, not to reduce it. No pricing power means there's more pressure to increase productivity, not less, ... There's so much pressure to push it higher, it will be difficult for cyclical factors to push it lower.
alan best bit certainly continue describe financial great greenspan inflation markets prove realize report worried worries
The best way to describe this report is 'holy cow,' ... This is a great report. We have Alan Greenspan a little bit worried about inflation and certainly the financial markets will realize that those worries certainly continue to prove to be unfounded.