Anthony Chan
Anthony Chan
coming control core declining energy everybody fed figure gradual knows line move number pace plan prices rate tells
Everybody knows energy prices are out of control. But to see the core number coming in line with expectations and the year-over-year figure actually declining tells me the Fed is back on plan to move at a gradual pace (of rate increases.)
bottom consider consumer continue further gets labor line market rate
The bottom line is, the labor market is going to continue to show further deterioration, not because it's getting worse, but because of mechanics. As the unemployment rate gets higher, the consumer is going to consider that.
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The bottom line is that Wall Street will have to shave off some of its overly exuberant fourth-quarter real GDP estimates,
appear bottom consumers emerging line patch quarter soft
The bottom line is that consumers experienced a soft patch in the first quarter and they appear to be emerging from it,
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.
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.
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He can't sound bullish and he can't sound bearish, ... He has walk a very fine line to justify maintaining this measured status quo.
anxious core draw fed line meeting parties rise shows statement willing
I think if we get another 0.3 rise in the core CPI, I think the Fed will want to draw line in the sand, ... The Fed statement shows there are a lot of anxious parties at that meeting willing to be (more) aggressive.
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.
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.
average best data distorting hurricane jobs month numbers quite wider
The best way to read the numbers is going to be to average the two months' data because the hurricanes are distorting the wider picture, ... But excluding the hurricane effects, we're doing 190,000 to 200,000 new jobs a month and that's quite healthy.
alan best bit certainly continue describe financial great greenspan inflation markets prove realize report worried worries
The best way to describe this report is 'holy cow,' ... This is a great report. We have Alan Greenspan a little bit worried about inflation and certainly the financial markets will realize that those worries certainly continue to prove to be unfounded.