Anthony Chan
Anthony Chan
came focusing headline investors number though
Even though the headline number came in much stronger, it isn't the number investors are going to be focusing on.
comforting component greater headline strength
It would have been a lot more comforting to see greater strength in the ex-auto component than in the headline figure.
absolutely economy fears growing headed mean
This confirms fears that the economy was growing slowly, but it doesn't absolutely mean we are headed for a double-dip recession.
economy energy head higher hit interest prices rate seen
But what we've seen is if you hit the economy over the head enough times with higher energy prices and short-term interest rate hikes, it reacts.
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.
dominating gain generally headline housing industrial influenced knows namely number reports retail sales starts variable volatile wide
The outsized gain in housing starts was influenced by the same variable dominating most of the other headline stats like the retail sales and industrial production, namely weather. Everyone knows that housing starts is a volatile number that generally reports wide swings.
change economy financial head ignore looking markets people sea seen strong
We've seen a sea change in the way the financial markets and economy watchers are looking at the world, ... For many months, people thought the economy was so strong and robust, they could ignore these head winds.
headed
I think we're headed in the right direction.
clear cooler heads initial jerk knee positive powerful question rally reaction strongly whether
The initial knee jerk reaction was a powerful rally in the morning. As cooler heads prevail, it's clear it's still a positive for equities, but the question is whether it is strongly positive or mildly positive.
headline key number
The key number was not the headline (overall CPI) number,
components core headline number running strip telling turning volatile
The headline number is encouraging, but if you strip out the volatile components and look at core growth, it's telling you we're turning the corner, but we're not running around the corner.
federal pressures react reserve starting
Inflationary pressures are starting to percolate --and the Federal Reserve is going to react to this.
cannot capital carry consumers economy far hope knows provides recovery report spending
Everyone knows that consumers cannot carry the economy indefinitely on their own, and this report provides some hope that the long-awaited capital spending recovery may not be too far off.
fever market present sign year
The bidding fever that was present a year or so ago has all but disappeared, and that's another sign that this market is slowing.