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.
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As the natural displacement from other consumption goods toward energy goods occurs with rises in energy prices, it is easy to conclude that our natural wealth and standard of living will inevitably decline.
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The much weaker-than-expected rise in payrolls truly confirms the cautious demeanor expressed by various Federal Reserve policy officials.
ahead fear gain labor markets monetary policy rate release report rise robust sting takes
The rise in the unemployment rate takes much of the sting away from the robust gain in payrolls from a monetary policy perspective. The big fear ahead of the release of this report was that labor markets were overheating.
apparel component continued despite drop expectation few inflation overall prices provided report rise seems surprises though
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.
alive economic growth happen imagine numbers observed percent recent remains rise sluggish towards trend underlying
These numbers tell us that the underlying productivity surge observed in recent years remains alive and well. If productivity could rise by 1.1 percent during a sluggish growth environment, imagine what can happen once the U.S. reverts back towards trend economic growth.
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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.
economic fragile recovery
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.
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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.