Anthony Chan
Anthony Chan
creation favorable financial inflation job markets pressure quite report seeing since
This report is actually quite favorable for financial markets since we see very little inflation pressure while simultaneously seeing job creation inching up,
consumer delivering extent good increase movements news rate rather report sentiment
To the extent that consumer sentiment reacts to movements in the unemployment rate rather than the meager increase in non-farm payrolls, we have to take this ... report as delivering good news to the troops.
auction came lethal levels somewhat stock yields
Yields at the auction came at levels that were not lethal to the stock market. Overall, it is somewhat encouraging for equities.
decline energy expect low lower
This was low because of lower energy prices. I don't think that's a decline we can expect to continue.
consensus june number seal tip towards
This week's CPI will seal (the Fed's decision). If we get a number at consensus or a little above, that'll tip it towards a June increase.
consensus june number seal tip towards
This week's CPI will seal (the Fed's decision), ... If we get a number at consensus or a little above, that'll tip it towards a June increase.
both fiscal help monetary past period seen stimulus time
What's different this time is that there is a lot more stimulus now than any time in the past 50 or 60 years. I've never seen a period with so much help from both the fiscal and monetary side.
companies competition fairly giving global passing preventing protection slowing though
What is giving us protection is all the global competition that we have. That is preventing companies from passing on most of the costs. Even though productivity has been slowing down, it's still fairly significant.
bit ease easing economic expansion growth remains tells though trajectory
What it tells us is that we may see a bit of an easing off of economic growth or momentum. But even though the trajectory of growth may, in fact, ease a bit in 2006, I think the expansion remains intact.
sentiment
With sentiment under considerable short- and long-term pressure, we know that 2002 is not going to be anything like 2001 for the consumer.
certain confidence consumer hence shutting terrible tragedy
This terrible tragedy is certain to severely dampen consumer confidence and hence have the possibility of shutting down the consumer.
struggle type victor
Victor didn't have to struggle as hard, so he's not the type who would take a big risk,
against betting consumer losing
Betting against the U.S. consumer is always a losing bet.
close eventually housing market peak though
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.