Anthony Chan
Anthony Chan
economic fear growth guess hear higher inflation insure interest listen lower rates return
When you listen to Greenspan's speech, you hear a fear about the sustainability of economic growth and no inflation pressures. Guess what that spells? Lower interest rates and postponing a return to higher rates, to insure the sustainability of growth.
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.
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.
economic exports growth increased inventory picking problem small start
Exports increased by such a small amount, it's not enough to tell me the inventory problem is going to go away. We need world economic growth to start picking up.
consumer growth last next outside weaker year
Outside of energy, the consumer is fine. That's why growth this year will be weaker than last year, and it will be weaker next year than this year.
certainly clear feeling growth pressure question texas weak
Futures are down this morning, feeling the pressure of Texas Instruments' weak forecast. Now it is clear that growth is certainly going to slow. The question is, by how much?
add confident empty environment growth inventory knows rising shelves suggest
The plunge in inventory accumulation does suggest that firms are not confident enough to add merchandise to their shelves. But they will not be able to do this indefinitely because everyone knows that sporting empty shelves in a rising growth environment is not prudent.
change closely couple employers eventually growth happen incentive line moving packages past wages
Wages have stagnated over the past couple of years; employers have no incentive to change wages. Eventually we will see incentive packages moving more closely in line with growth in the economy, but it's not going to happen soon.
current employment faster growth likely trend until
We are not likely to see faster employment growth until the current growth trend in productivity slows significantly.
growth line necessary normally percent produce
We're not going to get the 1.5 percent productivity growth necessary to produce all those jobs. Such a fall-off would be out of line with what normally happens.
coming consumer fourth growth percent rest spending
We're coming off 6 percent consumer spending growth in the fourth quarter, and that's going to moderate. It's not going to collapse, but see we spending in the neighborhood of 2 to 3 percent for the rest of the year.
data future growth percent possibly prospects quarter third
The prospects of 4 percent real GDP growth (or possibly more after future data revisions) during the third quarter are back on the table,
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.
alive economic growth happen imagine numbers observed percent recent remains rise sluggish towards trend underlying
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.