Anthony Chan

Anthony Chan
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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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Preliminary estimates indicate 60 percent damage to downtown New Orleans. Plenty of cleanup work and rebuilding will follow in all the areas. That means over the next 12 months, there will be lots of job creation which is good for the economy.
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Saying that higher oil prices have not increased the risk of recession or serious economic slowdown is clearly not the same thing as saying that they have not had an impact.
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Rates might be low, but people are starting to realize that rates will go up. Remember you've got to get a mortgage down the line, maybe six months out when the home is complete. People are preparing for it.
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Reading through the housing tea leaves suggests that the housing boom is becoming a bit long in the tooth. And while this outcome does not necessarily signal a collapse in activity just around the corner, it does suggest that the housing sector's best days are probably behind us.
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Our analysis suggests the pace of consumer spending is likely to slow in the near-term future,
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Betting against the U.S. consumer is always a losing bet.
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Even though we are close to the peak and we are still going to see spurts in activity, we will eventually see the housing market slow.
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Even though the headline number came in much stronger, it isn't the number investors are going to be focusing on.
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Even though the gains this month are in fact indicative of a sustainable economic expansion, the magnitude of the gain was a bit exaggerated.
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Even though people thought this was a great opportunity to take the word 'measured' off the table, he didn't do that, ... It suggested that he was not at this point prepared to endorse the Fisher hypothesis. I think he's trying to make sure the Fed doesn't box itself in.
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Even though every investor out there is saying labor costs are picking up, companies have a way to be flexible. In theory, when the economy is doing well, profits do just fine even if labor costs increase.
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Even though, internally, I think they are probably debating it, it's just too early to make an announcement to publicize that debate.
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Even though I don't think one number is going to change the Federal Reserve's mind, the markets react to data as it comes out and these numbers were not inflation friendly.