Anthony Chan
Anthony Chan
companies competition fairly giving global passing preventing protection slowing though
What is giving us protection is all the global competition that we have. That is preventing companies from passing on most of the costs. Even though productivity has been slowing down, it's still fairly significant.
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I think these numbers have the potential to drive the Fed to do an inter-meeting cut. The economy is slowing down, and I think we'll see more of this before it's over.
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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.
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Yes, the economy was slow and would have come within a hair's distance of a recession. But Sept. 11 was the fatal blow to the economy this year. That probably will be the most important market and economic event of the year.
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The labor market seems to be improving, but still at such slow pace, it's probably too early to start celebrating.
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The Fed is fully aware that a slowly recovering economy needs to be nursed carefully back to health before the doctor sends the patient home.
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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.
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This gives the Fed license to continue executing monetary policy. If they see any signs of slow growth in employment, industrial production, or retail sales, they certainly have the green light to make another cut. They have total flexibility to do whatever it takes to prevent a recession.
analysis consumer likely pace slow spending
Our analysis suggests the pace of consumer spending is likely to slow in the near-term future,
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For the equity market, this is somewhat good news because certainly (the report) is an important button for the Federal Reserve to see if its policies are working and that housing is slowing down, as it would be expected to do so, with all the hikes in short-term interest rates.
picking rate slow
The unemployment rate is picking up, but it's picking up at a very slow pace,
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This will certainly heat up the debate at the central bank,
labor market people shows
This shows the labor market in not overheated. And you can see that in, yes, not a lot of people are getting raises.
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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.