Anthony Chan
Anthony Chan
economic financial flows growth longer short situation
In the short run, it's a no-win situation for the administration. But longer term, it's a win-win situation because you keep financial flows going, and economic growth will become a lot firmer.
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I haven't seen increases in the workweek strong enough to augur that all of a sudden employment is going to surge, ... If I had seen that in the past couple of months, I would be more optimistic.
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I have to come away with the view that the drop in crude prices offered the opportunity for a relief rally, although it didn't offer that much relief.
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I really don't see a ratcheting up of concerns for the Fed. I still think they are concerned enough that they'll do two more rate hikes, but I didn't see anything in this report that would suggest that they need to do more.
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Investors have become completely convinced that we need to see the housing canary buckle under a little bit. If the housing market softens, then investors will view that as the canary in the cave that indicates that central bankers will not have to be as aggressive.
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In view of the stimulus already out there, I think the Fed will finish out the year by raising rates until the end.
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Investors will be intently listening to see if he says anything that clears up what the future monetary path is likely to be,
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International investing offers the opportunity for diversification. What you want in a diverse portfolio is the ability to have some markets move differently from other markets. You get a much higher rate of return with lower risk.
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Inflationary pressures are starting to percolate --and the Federal Reserve is going to react to this.
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The retail sales figures clearly prove that betting against the consumer is a sucker's bet. Not surprisingly, the ex-auto figure on retail sales tears down the argument that consumers are only buying cars and houses.
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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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These numbers give us an indication of the trend, and the trend is still telling us we're in improvement mode, not in breakout mode, where job growth is surging,
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These numbers give the Fed license to cut rates as much as necessary.
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These numbers confirm the notion that consumer spending, which has been so resilient, is under some threat. With investor sentiment so weak and the labor market continuing to deteriorate, consumer confidence had only one way to go -- lower.