Anthony Chan
Anthony Chan
aircraft ease recovery sector suspicion
Aircraft is responsible for a lot of that decline. My suspicion is that the manufacturing sector will ease up, but the manufacturing recovery is still in place.
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It's tempting to say these are terrible jobs, but the service sector has more wage pricing power than the manufacturing sector. If you're getting a pay increase from your boss today, it's probably not in manufacturing.
agreement although bit certainly early mode outcome recession remains rest sector universal
If the manufacturing sector remains mired in a recession mode for too long, it may be signaling the same for the rest of the economy. Although it may be a bit too early to make that assessment, there should be universal agreement that the ISM outcome certainly does not bode well for the rest of the economy.
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There's a very good likelihood we'll see the sector come back as rebuilding takes place and the economy starts to react to the huge stimulus in the pipeline.
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A declining deficit may be signaling a slight loss of economic growth momentum.
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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.
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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.
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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.