Anthony Chan
Anthony Chan
factors good
There are a lot of good factors out there.
almost clearly growth heart miss momentum quarter rest weaker
The momentum going into 2006 is clearly healthy. We will be able to withstand weaker growth for the rest of the quarter and almost not miss a heart beat.
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.
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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.
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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.
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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.
distorted fair jobs maybe report
I think it's fair to say it'll be the least important or most distorted jobs report in memory. Maybe both.
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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.
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It confirms the belief that the weakness in retail sales was the result of a bunker mentality in the wake of the terrible events of Sept. 11.
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Recent speculation about the demise of the housing boom has been greatly exaggerated.