Anthony Chan
Anthony Chan
early labor market seems slow start
The labor market seems to be improving, but still at such slow pace, it's probably too early to start celebrating.
economy fed greenspan seems structure underlying willing
Greenspan has to give reassurance that, if things deteriorate, the Fed is willing to act. But the underlying structure of the economy seems pretty good.
plan seems stop
There seems to be no plan or inclination to stop the hikes.
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.
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.
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.
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.
alan best bit certainly continue describe financial great greenspan inflation markets prove realize report worried worries
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.
chipping defying fact gravity housing likely report
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.