Anthony Chan
Anthony Chan
equity market oil positive potential prices rising
Oil prices have not been a positive for the equity market with the potential for rising inflation.
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The equity market wants someone who controls inflation, but not to the point where they go overboard.
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Real new home sale prices and existing-home sale prices have been rising very sharply. When that starts to give way and we don't have the equity market picking up where housing left off, that's another reason the economic expansion will be gradual.
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I think that if the Fed goes back to normal language about 'measured pace' (of rate hikes), it becomes a secondary story, ... It is only becoming a big story because of the uncertainty about what they were going to do. The equity markets will be looking for language here again. If it talks too harshly about inflationary pressures, it could be unfriendly for stocks.
equity gives japan jump markets nice tail wind
I think the big jump in Japan gives a nice tail wind to the equity markets this morning.
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The equity market has quite a considerable number of dark clouds hovering over it.
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As the equity markets react positively to this change, we get a bit of a positive wealth effect which in turn should induce higher consumer spending.
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People are, in fact, a little bit nervous.... People have realized there is a little bit of risk in the equity market.
button certainly equity expected federal good hikes housing interest news policies reserve slowing somewhat
For the equity market, this is somewhat good news because certainly (the report) is an important button for the Federal Reserve to see if its policies are working and that housing is slowing down, as it would be expected to do so, with all the hikes in short-term interest rates.
declining deficit economic growth loss slight
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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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.