Anthony Chan
Anthony Chan
anxious core draw fed line meeting parties rise shows statement willing
I think if we get another 0.3 rise in the core CPI, I think the Fed will want to draw line in the sand, ... The Fed statement shows there are a lot of anxious parties at that meeting willing to be (more) aggressive.
bottom exuberant line overly shave street wall
The bottom line is that Wall Street will have to shave off some of its overly exuberant fourth-quarter real GDP estimates,
adopted aggressive along continue engine fed humming inflation keeps line posture raise somewhere surprise
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.
bullish fine justify line measured sound status walk
He can't sound bullish and he can't sound bearish, ... He has walk a very fine line to justify maintaining this measured status quo.
appear bottom consumers emerging line patch quarter soft
The bottom line is that consumers experienced a soft patch in the first quarter and they appear to be emerging from it,
bottom consider consumer continue further gets labor line market rate
The bottom line is, the labor market is going to continue to show further deterioration, not because it's getting worse, but because of mechanics. As the unemployment rate gets higher, the consumer is going to consider that.
coming control core declining energy everybody fed figure gradual knows line move number pace plan prices rate tells
Everybody knows energy prices are out of control. But to see the core number coming in line with expectations and the year-over-year figure actually declining tells me the Fed is back on plan to move at a gradual pace (of rate increases.)
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.