Anthony Chan
Anthony Chan
factors good
There are a lot of good factors out there.
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.
catching dollar lowering prognosis relatively remain remains starts strong suspicion
My suspicion is that the dollar will remain relatively strong because, even if the ECB starts lowering rates, they've got a lot of catching up to do, ... The prognosis for the dollar remains cautiously optimistic.
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My suspicion is the value of the dollar has to continue to weaken. Until we see further reduction in the value of the dollar, we won't be turning the ship around.
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.
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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.
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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.
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.
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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.