Anthony Chan
Anthony Chan
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.
continue fed likely raise rates year
The Fed is likely to continue to raise rates for much of the year 2005.
danger economic federal numbers pause raise rates recovery reserve situation statistics surprise three yes
I don't think the recovery is in danger. But I think what we have here is a situation where the Federal Reserve will probably look at the numbers a lot more closely. If we see another two or three economic statistics that surprise us, yes the Fed can pause and not raise rates in August.
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I think the markets probably overreacted when the Federal Reserve first moved toward a neutral operating directive. When Alan Greenspan spoke this time, I think the reality set in and that is, yes, the central bank has a neutral directive, but it's more like an ultra-right (hawkish) form of neutral directive. ... Any time they get an excuse to raise rates, they're going to take it.
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.
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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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I think it was interesting that sales fell despite the fact that we had limited auto incentives in November. It raises the question of what is likely to happen once these incentives disappear entirely.
august fed interest pause raise rate
It could raise expectations of a pause (in Fed interest rate hikes) after the August meeting,
fed pause raises remain safe
It raises the probability that the Fed will not pause this year. The Fed may play it safe and remain in play in 2006.
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.