490 ordspråk av Anthony Chan
Anthony Chan
I think there were some significant fears that the CPI could come in above 0.2 percent. Given what we read in the Federal Reserve minutes, there was no room for error on core in the eyes of the market.
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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 these numbers pretty much put a nail in the coffin of the notion that a 75 basis-point (three-quarters of a percentage point) cut will occur. I think (Fed Chairman Alan) Greenspan will get his wish for a move at the regular meeting, but they will do a 50 basis-point (half-point) cut.
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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,
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I think they'll continue
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I think this employment report shows that the laws of gravity do apply to monetary policy,
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I think this is an important first step for the central bank. They didn't want to lower rates too aggressively for fear of sending a signal to the markets that they thought things were completely falling apart.
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I think this is the best of all possible worlds for the Fed. They'd like to see the economic expansion sustained without the side effect of higher inflationary pressure from wages.
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I think this report clearly shows that we got a hurricane bounce back. It also puts the possibility of a Fed rate hike in December back in play.
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I think we will get that bump. I think this is temporary. My forecast at the beginning of the year still stands for 2.5 million new jobs. But I certainly do see a soft patch here.
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I think we'll see a clear acceleration of refund payments as we get closer to the April deadline, when the checks really start to flow. People tend to procrastinate.
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I think we're headed in the right direction.
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I would say that momentum (in the housing market) probably will not continue, since you don't see the same strength in permits that you do in construction,
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If housing is starting to weaken and manufacturing is not turning around, obviously it spells trouble for the economy.
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If I was to guess, it was probably a case of him being shrewd.
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