Art Hogan
Art Hogan
best change data economic finished host next plays spent week work worrying yields
We spent the week worrying about yields and what the economic data would do. We managed to work our way through it. We finished off the week the best we could. Next week we have a host of economic data that may or may not change our mind. We'll see how it plays out.
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We should shrug this off and realize that this is the best fourth-quarter earnings we've seen in years,
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Outlook statements for the first quarter are the best that we've seen in some time, but the question is, how much of that is already baked into the market?,
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The fourth quarter is when we'll see the impact of rising interest rates, higher energy prices, ... I would say eBay is the biggest piece of the problem this morning. It's a household name and it's adding to the sentiment we're not going to have the best of fourth quarters.
certainly expected happen last points thousand
We expected it to happen by the end of the year, certainly not in the first quarter. The last thousand points have really been at breakneck speed.
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We're going through a very news intensive period this week and the focus of all of that is slowdown of revenue growth going forward, but we're probably overreacting, ... We get great numbers, but looking forward we don't have the robust growth -- so people are calling into question valuations.
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The season started upbeat and that was terrific. That helps the overall consensus that the second quarter (reports) will be rosier.
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The second quarter is lining up to be another good quarter but people are looking ahead to the third and fourth quarters. Barring any major upsets on the earnings calendar I'd say the market is pretty range bound.
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The whole issue goes a long way in showing how dangerous an investment the sector is, ... You can have one regulatory setback, one clinical trial or negative development for a drug, and you see this kind of impact.
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The winnowing down of ideas is beginning to happen.
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These are terrific numbers, absolutely great, a much needed breath of fresh air for the equities market.
meeting rhetoric
The rhetoric from the meeting will be the most important catalyst,
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The rumors of the Dow's death has been much exaggerated,
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Arguably, Nokia's news isn't good, ... If we were rallying on Nokia, it was a little questionable on its reasoning.