Anthony Chan
Anthony Chan
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I think the (PPI and core PPI) numbers will make the Fed a bit more comfortable that the status quo is fine, ... The core PPI is the one they really care about. It's really telling us that the inflation story is not running away from us. That doesn't mean the debate won't be heated. But this number does tilt the apple cart.
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All the focus is on the core number. The Fed said yesterday that energy has not worked its way down to core consumer prices.
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I think if we get another 0.3 rise in the core CPI, I think the Fed will want to draw line in the sand, ... The Fed statement shows there are a lot of anxious parties at that meeting willing to be (more) aggressive.
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The headline number is encouraging, but if you strip out the volatile components and look at core growth, it's telling you we're turning the corner, but we're not running around the corner.
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The core (inflation measure), while it's up, still looks very contained. This just keeps the Federal Reserve interest rate hike engine humming along after June 30.
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.
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Everybody knows energy prices are out of control. But to see the core number coming in line with expectations and the year-over-year figure actually declining tells me the Fed is back on plan to move at a gradual pace (of rate increases.)
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A declining deficit may be signaling a slight loss of economic growth momentum.
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This economic recovery is a lot more fragile than most of us thought.
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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.
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Oil prices have not been a positive for the equity market with the potential for rising inflation.
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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.
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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.