490 ordspråk av Anthony Chan
Anthony Chan
It lets the Fed feel more comfortable of raising only at a measured, and not an accelerated, pace,
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It now looks as though the economy is continuing to gravitate towards a more gradual pace of economic growth.
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It provides more ammunition for the doves arguing for more moderation, and takes leverage away from the hawks arguing for (a bigger, half-percentage point) hike.
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It puts a little more pressure on the Fed to be somewhat moderate. If the Fed [cuts rates Wednesday by half a percentage point], [the data] put a little pressure on them to make this either their last or close to their last cut of the cycle.
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It raises the probability that the Fed will not pause this year. The Fed may play it safe and remain in play in 2006.
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It really tells us the economy is healthy, and at the same time we don't see that labor markets are overheating at an accelerating pace.
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It reflects some loss of momentum from January. Activity in January was a bit too euphoric given the underlying economic fundamentals. This month is more realistic.
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It seems as though the inflation report provided a few component surprises but no overall surprises as apparel prices continued to drop despite the expectation that they would stabilize or rise slightly.
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It tells us the economy is in a sweet spot,
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It will cause something like a state of paralysis on the part of consumers, at least in the near term.
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It would have been a lot more comforting to see greater strength in the ex-auto component than in the headline figure.
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It's a healthy development. It tells us the underlying momentum of the economy was stronger, so we can afford to take a bigger hit in the second quarter and still have respectable growth for the year.
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It's a little disappointing to see core up that much, ... I was hoping for surprise on the downside for core as we got in the PPI (Producer Price Index) yesterday.
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It's a little disappointing to see core up that much. I was hoping for surprise on the downside for core as we got in the PPI (Producer Price Index) yesterday.
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It's a wake-up call. One quarter does not make a trend, but we have to be more on our guard.
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