Anthony Chan
Anthony Chan
appetite auction foreign itself positive remain securities
The auction also showed that foreign appetite for our securities remain voracious, which in itself is another positive sign.
although change corporate inflation issue likely major overall positive pricing view
The lackluster change validates the Fed's view that inflation is not likely to be a major overall issue in 2004. Although this bodes well for policy, it is not a positive for corporate pricing power.
bit consumer effect equity higher markets positively react turn wealth
As the equity markets react positively to this change, we get a bit of a positive wealth effect which in turn should induce higher consumer spending.
became danger dichotomy disconnect economy greatest huge positive sounds
There's a danger in being too positive, of there being a huge disconnect between how positive a policy-maker sounds and what the economy is doing. That was probably one of O'Neill's greatest shortfalls -- the dichotomy became too wide.
equity market oil positive potential prices rising
Oil prices have not been a positive for the equity market with the potential for rising inflation.
boost current economic energy low overall positive prices results serve suggest
These results suggest that the current low energy prices should serve as an important and positive boost to overall economic growth.
admit although correct current darker economy environment growth labor lacks market momentum needed positive side
Although the current growth environment is not impressive, positive growth is still positive growth. On the darker side of things, however, we must admit that the economy still lacks the growth momentum needed to correct many of the labor market ailments.
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.
forces positive stimulate
With all that as a backdrop, there are some real positive forces to stimulate growth.
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.
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.