Anthony Chan
Anthony Chan
debate expect fed given impact policy release
Given our forecast, we do not expect that this statistical release will have much impact on the policy debate when the Fed meets,
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.
economic effects employment expecting gives growth higher market negative none pressure report side stronger
This report was very encouraging. It gives us stronger employment growth than the market was expecting while none of negative side effects of economic growth are present, such as higher inflationary pressure from wages.
cut economy evidence expect far growth headed information justify months slower
It's unreasonable to expect that the information we have so far could justify another cut right now. We need to see more evidence the economy is headed for much slower growth in the months ahead.
expected people point
That's still not up to par, still not what people expected at this point in the recovery.
expectation friendly growing reasons
That's one of the reasons the futures are up now. There's a growing expectation that this CPI will be as friendly as the PPI was.
apparel component continued despite drop expectation few inflation overall prices provided report rise seems surprises though
It seems as though the inflation report provided a few component surprises but no overall surprises as apparel prices continued to drop despite the expectation that they would stabilize or rise slightly.
economic expect levels point
They (wages) are still not at levels we would expect at this point in an economic expansion.
early expect fed historic near pick rate results savings seen starting though work
We're starting to see the savings rate pick up from near historic levels, which is very encouraging. Though we don't expect Fed tightening to work overnight, we are starting to see some of the early results of the significant tightening we've seen to date.
companies convinced expansion expected hiring increasing meet stronger
Now companies are convinced that the expansion is getting stronger and is sustainable and they are increasing hiring to meet expected demand.
consumer dissecting expected fairly inventory markets nervous next prospects quarter risk slower spending stronger
I think the risk is the downside, not the upside, ... I think the markets are fairly nervous about the prospects for growth. They're going to be dissecting the number. If we have slower than expected consumer spending and stronger than expected inventory growth, that's not going to bode well for the next quarter or so.
expected higher housing impact mortgage rates
Higher mortgage rates are having the expected impact on the housing market.
consumer demand downward expect faster growing higher hopeful labor linger peak percent pressure sort turn
If you have productivity growing faster than the economy, how can you expect demand for labor to be all that strong? I'm still hopeful that unemployment won't go much higher than 6.2 percent or 6.3 percent, but where we'll peak is not as important as when we turn around. If we sort of linger at 6.2 percent, that will put some downward pressure on consumer spending.
expect fed moves rate signal words
In other words, before the end of 2002, the Fed should signal that their upward rate moves were just a warm-up for what we can expect in 2003.