Anthony Chan
Anthony Chan
alan best bit certainly continue describe financial great greenspan inflation markets prove realize report worried worries
The best way to describe this report is 'holy cow,' ... This is a great report. We have Alan Greenspan a little bit worried about inflation and certainly the financial markets will realize that those worries certainly continue to prove to be unfounded.
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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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keeps the Fed tightening engine humming along and does raise the possibility that a more aggressive posture could be adopted somewhere down the line if the inflation indicators continue to surprise to the upside.
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Even though I don't think one number is going to change the Federal Reserve's mind, the markets react to data as it comes out and these numbers were not inflation friendly.
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The Fed will raise rates, but they're aware that higher energy prices might do some of their job. And inflation is not so high that they need to panic.
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It seems as though the inflation report provided a few component surprises but no overall surprises as apparel prices continued to drop despite the expectation that they would stabilize or rise slightly.
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I think they feel the inflation risks are inching higher, but I don't think they're inching so much higher to suggest we have a serious problem at hand,
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If we see strong average hourly earnings, that would be bad for stocks and bonds because it puts the inflation bogey-man on the front burner.
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Essentially, the energy prices outlook offers almost a lose, lose scenario. Bad news for inflation if they rise and bad news for the economy if they rise too much.
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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.