Anthony Chan
Anthony Chan
factors good
There are a lot of good factors out there.
buyers carrying costs holding prices properties six spot sweet three
Buyers are going to be in a sweet spot in about three to six months. The speculators who are still holding properties will be panicking by then as their carrying costs mount. It won't be a bloodbath, but that's when prices should be at their lowest.
bite corporate costs either energy higher impact lower prices raise starting
The impact of higher energy prices is starting to bite corporate America. It's either going to raise costs or lower demand.
costs energy goes increase reasons various
It could be the weather. Distribution costs increase with the cost of energy. Fertilizer goes up when energy goes up. There are various reasons for the surge.
consumers costs energy higher outlets shown studies switch tend
Our own studies have shown that consumers tend to switch over to non-store outlets in times of higher energy costs .
costs eventually labor makers policy
Policy makers make policy on long-term trends, ... This is temporary. Labor costs will eventually come down.
benefit care costs medical trying wow
Benefit costs went up because of medical care costs, ... not firms trying to wow employees. They're not wowing employees. Look at the layoff data.
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.