Anthony Chan
Anthony Chan
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.
boss increase jobs pay power pricing sector service tempting terrible wage
It's tempting to say these are terrible jobs, but the service sector has more wage pricing power than the manufacturing sector. If you're getting a pay increase from your boss today, it's probably not in manufacturing.
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.
economic exports growth increased inventory picking problem small start
Exports increased by such a small amount, it's not enough to tell me the inventory problem is going to go away. We need world economic growth to start picking up.
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.
couple employment increases past seen strong sudden
I haven't seen increases in the workweek strong enough to augur that all of a sudden employment is going to surge, ... If I had seen that in the past couple of months, I would be more optimistic.
beginning economy gradually increase instead justify market recovering rising sharp since stock
Since the beginning of this year, the economy has been recovering gradually....In that environment, a gradually rising stock market would be justified. Instead we got a sharp decline. Can we justify this rally? Absolutely....But we can't justify a thousand-point increase every week.
employment future increase indicator leading length serves small work
Additionally, it was encouraging to see a small increase in the length of the work week, which usually serves as a leading indicator of future employment growth.
clearly economic higher increased oil prices recession risk saying serious
Saying that higher oil prices have not increased the risk of recession or serious economic slowdown is clearly not the same thing as saying that they have not had an impact.
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.