Anthony Chan
Anthony Chan
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.
bite corporate costs either energy higher impact lower prices raise starting
The impact of higher energy prices is starting to bite corporate America. It's either going to raise costs or lower demand.
catching dollar lowering prognosis relatively remain remains starts strong suspicion
My suspicion is that the dollar will remain relatively strong because, even if the ECB starts lowering rates, they've got a lot of catching up to do, ... The prognosis for the dollar remains cautiously optimistic.
blow consumer cushion economy energy feared great helps higher hit lower means prices
Lower energy prices will cushion the blow to the economy from the higher prices so far. Psychologically, it helps the consumer and that means the hit to the economy will not be as great as feared earlier.
lower prepared sign tells
I still don't think they'll lower rates, but this tells me they're prepared to lower them at the first sign of trouble.
appearing bank central economic gates lowering people rates recovery somewhat start trying
Now, with the economic recovery appearing to be somewhat in place and the central bank not lowering rates, we see people trying to get in at the gates before rates start to rise.
ability diverse higher investing lower markets move offers opportunity portfolio rate return
International investing offers the opportunity for diversification. What you want in a diverse portfolio is the ability to have some markets move differently from other markets. You get a much higher rate of return with lower risk.
central falling fear lower markets rates sending signal step
I think this is an important first step for the central bank. They didn't want to lower rates too aggressively for fear of sending a signal to the markets that they thought things were completely falling apart.
boost current economic energy low overall positive prices results serve suggest
These results suggest that the current low energy prices should serve as an important and positive boost to overall economic growth.
clean companies creates estimates lowering means situation time
Any time you have a situation like this it creates opportunities for companies to clean up their attics, and that means lowering estimates and partly, or completely, attributing it to Katrina.
bank basically central certainly confidence consumer continue easing gains illustrate lower rates recession report reveals september serving
That report certainly reveals the recession is not over. The gains we had in September are not sustainable and illustrate why the central bank has to continue to lower rates. At this juncture, the easing of rates basically is serving as a consumer confidence booster.
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.