490 ordspråk av Anthony Chan

Anthony Chan

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 The hope is that as the war issue is resolved over the next couple of days rather than weeks, we may see another bounce back in consumer activity.

 The housing market doesn't surprise me; it's been rising all along and enabled the economy to experience only a mild recession.

 The housing market is resilient, still going strong, but it would be a mistake to ignore the weakness in existing sales and assume everything is copasetic.

 The impact of higher energy prices is starting to bite corporate America. It's either going to raise costs or lower demand.

 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.

 The job market is going to get worse -- this is a jobless recovery.

 The jump in payrolls this month shows that although the economy clearly went through a wider-than-expected soft patch, it does not appear as though the shortfall in growth was permanent,

 The jump was a bounce back from November.

 The jury is out on this one. He's certainly going to make a big splash in this area. Whether he loses or not, we don't know.

 The key number was not the headline (overall CPI) number,

 The labor market seems to be improving, but still at such slow pace, it's probably too early to start celebrating.

 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.

 The manufacturing sector has turned the corner and improved, but it is not likely to push the economy to a level of growth that will make policy makers nervous or financial markets nervous [about higher interest rates]. It's steady growth, which is better than rapid growth that would likely be snuffed out by the Federal Reserve.

 The market doesn't want to see too much exuberance on the part of consumers in order to keep the central bank at bay.

 The momentum going into 2006 is clearly healthy. We will be able to withstand weaker growth for the rest of the quarter and almost not miss a heart beat.


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