Al Goldman
Al Goldman
fed meeting raise rates
We do not think the Fed will raise rates at their meeting at the end of this month.
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My feeling is the economy is going to slow, either on its own or by the Fed. If you think interest rates are going to be raised steadily, that's not good for anybody, but a modest increase does not hurt technology.
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There is no economic justification to raise rates. There is no sign that prices can go up much in this competitive environment? Raise rates or not raise rates, I feel that the market will continue its appointed rounds on the up side.
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What they like is that the Fed came close to saying that the rate hikes are over.
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We have a very nervous investment environment. The excuse is bond rates are up and there is increased concern about the financial futures market, which appears to be predicting three more rate hike for the Fed funds.
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The Fed sounded a bit less certain about the need for future rate hikes, saying further policy firming 'may' be needed.
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The news so far today would support those who think the Fed is not close to ending its rate hike cycle.
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The report was a sign that the Federal Reserve may not need to increase interest rates as high.
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The main impetus behind the selling was the employment figures. Even though we created 193,000 new jobs, which was less than consensus, the unemployment rate falling to 4.7% points out that the labor market is very tight and this has conjured up concern the Fed may not stop at 4.75% on Fed funds but maybe it will go up to 5%.
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The economy is showing definite signs of slowing down to a healthier rate of expansion. I think the reason, good or bad, could be laid at the feet of the Fed.
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The market hates surprises. But we believe the odds substantially favor that the Fed will not raise interest rates next week, and that the market will take that as some degree of relief, unless they say something nasty. But basically we think we're into a good summer rally.
companies room selling
When you get disappointments on companies that are selling at 60, 80, 100 times earnings, you get more room to fall.
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When bull markets and economies start putting on some age, the bigger-name defensive growth stocks get more attention.
slide washington
Uncertainty in Washington has greased the slide downward.