Art Hogan
Art Hogan
concerns earnings energy extremely great growth high interest large next rates
We have extremely large concerns about inflation, high interest rates and high energy prices, ... There is great concern that we don't know how much earnings growth will decelerate over the next two quarters.
concerned energy prices weeks
For two weeks we've been concerned about earnings, energy prices and the euro,
backing bit companies earnings energy handle high positive price season
We've been able to handle a lackluster earnings season so far. Energy companies haven't really come into the fray yet, so things may look a little better after they report. Another positive is that we're backing off a bit from the high price of oil.
bond drive due energy focus items ongoing prices today
We've got more ongoing focus on the bond yields. We've been in lockstep with it all week, and today is no different. There aren't any market-moving items due today, so we'll look at energy prices today for something else to drive the market.
energy few focus interest last rates wall week
Last week energy and interest rates were the focus on Wall Street. It will probably be the same this week, as well as a few mid-quarter updates,
again center committee energy federal hikes judicious looks market move open rate side sure
I'm not sure how judicious it is, but the market looks like it will move energy to the side stage, while rate hikes and the Federal Open Market Committee again take center stage.
adding best biggest ebay energy fourth higher household impact interest name piece problem quarter rising sentiment
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.
bit energy handle high impact keeping market
The market is keeping in lockstep with energy prices, ... As we get a better handle on the short-term and long-term impact of high energy prices, the market is able to rationalize a bit better.
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.
calling focus forward great growth intensive looking news people period question revenue robust week
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.
consensus helps overall quarter season second upbeat
The season started upbeat and that was terrific. That helps the overall consensus that the second quarter (reports) will be rosier.
ahead calendar earnings fourth good lining looking major market people quarter range second third upsets
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.
clinical dangerous goes investment issue negative sector showing trial
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.
beginning ideas
The winnowing down of ideas is beginning to happen.