Anthony Chan
Anthony Chan
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These numbers give us an indication of the trend, and the trend is still telling us we're in improvement mode, not in breakout mode, where job growth is surging,
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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.
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This is telling us that, moving forward, we may have bitten the bullet on the inventory overhang situation.
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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.
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This report kind of confirms the market's fears that the economy is limping around on just one foot. At same time, I don't think this report is telling us we're moving toward a recession.
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I think the (PPI and core PPI) numbers will make the Fed a bit more comfortable that the status quo is fine, ... The core PPI is the one they really care about. It's really telling us that the inflation story is not running away from us. That doesn't mean the debate won't be heated. But this number does tilt the apple cart.
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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.
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Inflationary pressures are starting to percolate --and the Federal Reserve is going to react to this.
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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.
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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.
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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.
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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.
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The average hourly earnings figures were truly the spoiler of this report, ... It tells us that the Fed may now have to start becoming more vigilant about upcoming price pressures.
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The auction also showed that foreign appetite for our securities remain voracious, which in itself is another positive sign.