Alan Ackerman
Alan Ackerman
appears areas bite closer consumer economy economy-and-economics fed hard hikes hit hopefully key maybe months next percent rate six slowing spending targeting three time year
Rate hikes bite different sectors of the economy at different rates. For example, one of the key areas that was hit hard and appears to be slowing down is housing. Consumer spending will take some time to slow down, maybe three to six months out. But in any case, what the Fed is targeting is                  GDP of 5 percent this year and a GDP hopefully next year of closer to 4 to 4-1/4 percent.
appears economy economy-and-economics profit warning
We have more profit warning jitters as the U.S. economy appears to be slowing,
capital economic market meaningful package responding shore soon stimulus
My sense is that the market is responding to the possibility that a meaningful economic stimulus package will be in place soon that will at least shore up some of the shortfall in capital spending,
appear continues economic economy economy-and-economics interest low positive president rates slowing trouble
While the president may be in trouble, the U.S. economy does not appear to be in trouble as of now. We have a positive economic backdrop, with low inflation, low interest rates On balance, the American economy, while slowing down, continues to be strong.
affect buyers economy economy-and-economics higher technology
It's the higher multiples that have put off buyers for now, ... If the economy slows, it will affect technology stocks.
appears companies cut economic further great interest likely mean rates recovery reduction report road starting
The U.S. economic recovery appears to be further down the road than many expected, so another cut in interest rates is not likely to mean a great deal, ... What's more important is when companies report they're starting to see a reduction in inventories.
bargain economy economy-and-economics feeling hunters next slow year
Bargain hunters are surfacing today. The feeling going into next year is the economy is going to slow down.
cut door economic fed further good helped left microsoft open together
Some good economic news, together with a Microsoft ruling, helped energize the market, ... While many were disappointed that the Fed's quarter-point cut wasn't larger, the door has been left open for a further Fed move.
continued corporate economy-and-economics investors looking saga
Investors are back to looking at the economy, corporate earnings, and unfortunately the continued saga of corporate shenanigans,
approach backdrop bargain economic hunters work
The economic backdrop in the U.S. is still attractive, prompting bargain hunters to go to work as we approach year-end.
anthrax anxiety cuts earnings economic federal further imminent increased market package period poor providing reserve stimulus weathered
The market has weathered a poor earnings period and increased anthrax anxiety and has come out of it pretty well. I'm encouraged. The imminent economic stimulus package and Federal Reserve cuts are providing further encouragement,
cash continued despite downside earnings pressure public remains sector seems sidelines state street tech today wall
The public is in a semi-shocked state and cash remains on the sidelines on Wall Street despite everything being on sale, ... The main downside pressure seems to be continued earnings disappointments in the tech sector and we had downgrades today that were troublesome.
quite sands strength taken took weakness
The sands have shifted, ... Wachovia's weakness took the strength out of the financials and Qualcomm has taken quite a hit.
bargain encouraged hunters livable
It was a livable number, ... It encouraged some bargain hunters to go to work.