Anthony Chan
Anthony Chan
factors good
There are a lot of good factors out there.
seeds soft
I think the seeds are in place for a soft landing.
beginning certainly forecast million patch soft stands year
I think we will get that bump. I think this is temporary. My forecast at the beginning of the year still stands for 2.5 million new jobs. But I certainly do see a soft patch here.
although conclude figure impressive job patch soft soon suggest
Although it may be too soon to conclude that the soft patch is no more, today's impressive job figure does suggest that the slowdown may not be everlasting,
assume chinese five generate immediate incorrect landing people seeing soft trying watching work year
People watching the Chinese trying to generate a soft landing think that, if it doesn't work in five minutes, it must not be working. We're not seeing immediate results, but I think it's incorrect to assume that, a year or a year and a-half from now, we're not going to see some of these effects. We will.
appear bottom consumers emerging line patch quarter soft
The bottom line is that consumers experienced a soft patch in the first quarter and they appear to be emerging from it,
basically coming data fears growth soft
The fears we had that growth was pretty soft and fungible are basically coming out; that's what the data are showing.
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.