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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (29768)	12/5/2000 11:04:32 AM
From: IA	Read Replies (1) \| Respond to of 68501

Listening to Greenspan on CNBC. Sounds super soothing, and definitely implying a slowdown. Quick Notes, typing as he speaks: -Homebuilding has declined and demand stablized. -Motorvehicles sales are slipping reflecting finacial unwillingness due to market conditions ! -Growth in cosumer durables shifting down.. this softing has fed back into reduced demand by consumers -Easing in demand growth for jobs reflected in lower hours worked vs fewer jobs, increase in uninsurance claims early harnbinger of easing of these tight conditions -Ecomnomy at increased risk.. sharp rise in energy prices worisome. Could spill over into genreal inflation ie the 70's -Increase in energy cost has accted as a tax of 1 per cent on the national income. -With equity prices weakening, the so called wealth effect that had spurred spending is being attentuated. The reduced potental of equity financing is likely exerting some restraint on financing Consumer confidence appears to be holding on. -Still in an econmy that has already lost some momentum, one must remain cautious, that this might precipate a softening in household and biz spending. -Spoke about credit risk as a definite possibilty but not super terrible. The rise in the problems can be attributed to over reaching during strong periods. - Lenders will be veiwing transcations with greater caution, but must guard against allowing the pendulum to swing to far the other way that cuts off borrowers with good prospects. FWIW, and I may have miss heard some things as I was typing wildly. ( Raj, if you read this call me after)

To: Johnny Canuck who wrote (29768)	12/5/2000 11:07:42 AM
From: IA	Read Replies (1) \| Respond to of 68501

Listening to Greenspan on CNBC. Sounds super soothing, and definitely implying a slowdown. Quick Notes, typing as he speaks: -Homebuilding has declined and demand stabilized. -Motor vehicles sales are slipping reflecting financial unwillingness due to market conditions ! -Growth in consumer durables shifting down.. this softening has fed back into reduced demand by consumers. -Easing in demand growth for jobs reflected in lower hours worked vs fewer jobs, increase in uninsurance claims early harbinger of easing of these tight conditions -Ecomnomy at increased risk.. sharp rise in energy prices worrisome. Could spill over into general inflation ie the 70's -Increase in energy cost has accted as a tax of 1 per cent on the national income. -With equity prices weakening, the so called wealth effect that had spurred spending is being attentuated. The reduced potental of equity financing is likely exerting some restraint on financing Consumer confidence appears to be holding on. -Still in an econmy that has already lost some momentum, one must remain cautious, that this might precipate a softening in household and biz spending. -Spoke about credit risk as a definite possibilty but not super terrible. The rise in the problems can be attributed to over reaching during strong periods. - Lenders will be veiwing transcations with greater caution, but must guard against allowing the pendulum to swing to far the other way that cuts off borrowers with good prospects. FWIW, and I may have miss heard some things as I was typing wildly. ( Raj, if you read this call me after)