Anthony Chan
Anthony Chan
beating beginning bullet collapsing continue dodge eventually happen impact market month negative next rates rising sure
We will eventually see the negative impact of rising rates -- we can't dodge that bullet -- but doesn't usually happen at the beginning of the cycle. I'm not sure we will continue to see the market beating expectations by these margins, but I don't see the market collapsing in the next month or so.
continue creating difference jobs nine six
We will continue on this jobless path, where we're not creating enough jobs to make a real difference to the economy, for at least another six to nine months.
continue continued economic economy grow increases justifying likely quarter report supports thereby view
This report supports Greenspan's rosy economic view that the economy is likely to continue to grow unabated this quarter thereby justifying continued increases in short-term rates.
bad continue damaging drives entering force good happens higher impact improvement job labor main mean news optimistic people push rate reason spending
The good news is that if so many people are entering the labor force it must mean that they are perceiving an improvement in the economy's prospects, ... The bad news, however, is that if too many people become optimistic about their job prospects, then the unemployment rate will continue to push higher. And the higher unemployment rate does have a damaging impact on consumers. They see it and they think, 'I shouldn't be spending money.' That's one of reason the unemployment rate is so important. It's the one that drives what happens on main street.
continue dollar further reduction ship suspicion turning until value
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.
catalyst continues energy market prices primary remains rule saw took
The primary catalyst in the market remains energy, it continues to rule the day. But then we saw that energy prices started to go up, and that took some of the luster off the gains.
bank central consumer consumers continues encourage giving inflation lower numbers report spending whatever
The CPI report continues to be encouraging. These numbers are stimulating consumer spending by giving consumers more spending power. At the same time, lower inflation will also encourage the central bank to do whatever they need to do.
bank central consumer consumers continues encourage giving inflation lower numbers report spending whatever
The CPI report continues to be encouraging, ... These numbers are stimulating consumer spending by giving consumers more spending power. At the same time, lower inflation will also encourage the central bank to do whatever they need to do.
continues controlled dollar net positive
If the dollar continues to weaken at a controlled pace, it's a net positive for the U.S. economy.
average believe continues earnings leading monetary overall pace report rise
The pace of average hourly earnings continues to rise at just a tepid pace leading me to believe that this overall report is a very monetary policy-friendly report.
adopted aggressive along continue engine fed humming inflation keeps line posture raise somewhere surprise
keeps the Fed tightening engine humming along and does raise the possibility that a more aggressive posture could be adopted somewhere down the line if the inflation indicators continue to surprise to the upside.
admit continue eye fairly far federal funds greenspan notion percentage quarter quickly raise rate rates risen
Yes, Greenspan does admit the obvious, that the real federal funds rate has risen considerably, but he quickly concludes that the rate 'remains fairly low'. This is Fed-speak for the notion that the Fed will continue to raise rates by a quarter percentage point...as far as the eye can see.
assured continue fed higher markets push rates remain short term
With this figure, markets can remain all but assured that the Fed will continue to push short term rates higher well into 2006.
challenges confidence consumer continue economy labor market numbers pose quarter serious soft
We still have a labor market that's deteriorating, and today's numbers epitomize that. We're going to continue to see deterioration, which will pose serious challenges to consumer confidence and keep the economy soft for another quarter or two.