Anthony Chan
Anthony Chan
continued despite fed greenspan improvement inclined labor latest market might move neutral remain risks small suggest testimony towards
The small improvement in labor market conditions, despite the continued risks that remain on this front, do suggest that even with all the caveats that Greenspan echoed in his latest testimony ... the Fed might be inclined to move towards a neutral risk bias.
deflation risk
The risk of deflation has increased. Is it a significant risk? Probably not.
clearly economic higher increased oil prices recession risk saying serious
Saying that higher oil prices have not increased the risk of recession or serious economic slowdown is clearly not the same thing as saying that they have not had an impact.
along although boost conditions continuing economic fear growth income poor reduction risk tax third
Although we should get a boost from the reduction in tax withholding along with tax rebates to lower-income taxpayers, the fear is that the persistence of poor labor-market conditions and continuing geopolitical risk may end up tempering economic growth conditions during the third quarter.
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.
bit equity people realized risk
People are, in fact, a little bit nervous.... People have realized there is a little bit of risk in the equity market.
higher inflation problem risks serious suggest
I think they feel the inflation risks are inching higher, but I don't think they're inching so much higher to suggest we have a serious problem at hand,
balance discourage economy fed numbers retail risk sales telling thinking toward
These numbers are essentially telling us that retail sales were artificially boosted by zero-percent financing. These numbers are not going to do anything to discourage the Fed from thinking that the balance of risk in the economy is toward weakness.
act calendar economic expect financial markets near next panic reassuring recovery remain revealing risks several telling towards weakness weighed willing within
By telling us that the risks are more heavily weighed towards weakness while simultaneously stating that they expect an economic recovery within the next several calendar quarters, they are revealing that they remain willing to act if they need to while also reassuring financial markets that there is no need for panic over the near term.
added buys fed hold looks main number risk stimulus street time true until word
The unemployment number is the one Main Street looks at. This buys the Fed a little more time and allows it to hold true to its word that, until geopolitical risk lifted, no stimulus should be added to economy.
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What the Fed showed was that extraordinary circumstances require an extraordinary strategy. Not only are they moving rates to lows not seen since the early '60s, they're prepared to move them a lot lower.
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We will see more bad news on the employment front. We see unemployment going to 6.1 percent or 6.2 percent before it's over; no way are we going to see that coming down while we're creating so few jobs.
claims confirm fact improve notion numbers sometime
These claims numbers confirm the notion that things may improve sometime in the future. The fact that we didn't go over 400,000 was very encouraging.
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These results suggest that the current low energy prices should serve as an important and positive boost to overall economic growth.