Anthony Chan
Anthony Chan
factors good
There are a lot of good factors out there.
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.
chipping defying fact gravity housing likely report
The report illustrates the fact that housing is not defying gravity and is not likely to do so this year. We're going to see chipping away of housing.
economy factor increased order players realizing support
A lot of players in the economy are realizing this is a sustainable expansion. That's a factor you must have in order to support increased hiring.
although blunt economy fact good hikes housing market monetary news policy seeing shows weakness
Although it's not particularly good news for the housing market, the fact that you're seeing weakness here shows that monetary policy is working and the (Fed) would not have to blunt the economy with more hikes than the market has been anticipating.
claims confirm fact improve notion numbers sometime
These claims numbers confirm the notion that things may improve sometime in the future. The fact that we didn't go over 400,000 was very encouraging.
bit economic fact gains indicative magnitude month though
Even though the gains this month are in fact indicative of a sustainable economic expansion, the magnitude of the gain was a bit exaggerated.
chip extent fact housing market nature negatively pillars somewhat strength
One of the pillars of strength of the housing market is the fact of the tax-advantaged nature of the asset. To the extent that you chip away at that, you would see housing somewhat negatively impacted.
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.