Andre Bakhos
Andre Bakhos
build clear delicate direction economy higher hot market retail sales scale strong theme tip
Right now it is a market of indecision. There's no clear theme to build on. If retail sales come in very strong, it is going to tip that delicate scale into the direction of a strong economy, a hot economy and higher rates.
earnings economic energy numbers themes three today
The confluence of three themes today -- energy prices, earnings and economic numbers -- should make for an interesting market.
coming earnings full gear given high investors oil question results stock
Earnings will be coming in full gear today, but even if they were to be good, stock investors will question the sustainability of such results given high oil prices.
activity brings cash eventually fresh hands looked market merger positive
Merger and acquisition activity is usually looked at as a positive for the market as it eventually brings fresh cash into hands of managers.
cautionary coming concerns data direction due extent fed future investors likely ongoing rate stance stream taking watching
With the Fed watching every stream of data that's coming out, investors are taking a cautionary stance due to ongoing concerns about the likely direction and the extent of future rate increases.
broader effect ibm major negative
IBM is going to have another negative effect in the broader market. It's a major stock.
believe due fed fresh lack minor
I believe what we may see is a minor pullback due to a lack of fresh catalysts now that the Fed has already said what they said.
bank earnings economic few interest points
Considering that it's a bank holiday, there are no earnings and no economic numbers, Dell could be one of the few points of interest today.
oil reasons seems sold yesterday
Oil seems to be a tad off today. One of the reasons yesterday sold off so much was having that surge in oil. We're getting a little respite from that this morning.
oil reasons seems sold yesterday
Oil seems to be a tad off today, ... One of the reasons yesterday sold off so much was having that surge in oil. We're getting a little respite from that this morning.
asking companies earnings energy good including levels oil prices prove themselves
Earnings may prove to be a good distraction from what's been going on with energy prices. But managers, including myself, are asking themselves how long companies will be able withstand oil prices at these levels without being hurt.
bias
There is a seasonality bias to the upside.
bubble dying focus great housing whether
There's been a great focus as to whether we have a housing bubble and if housing is dying or not.
benign boost bottom coming days economy happen help interest reading report several stocks
The report may give a reading on the economy and, bottom line, what may happen with interest rates. We are also coming from several days of declines, so a benign report may help boost stocks today.