Art Hogan
Art Hogan
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.
fourth quarter signs
I think the fourth quarter is going to be great, ... We just don't have signs of it yet.
ahead fear fourth gotten hold negative ourselves
I think we got oversold, not on negative news, but on fear that we'd gotten ahead of ourselves and that things can't hold up in the fourth quarter,
companies drive easier economy fourth half interest major next quarter talking
Some major companies that drive this economy have been talking about a better fourth quarter and better first half of next year, ... It's not just predicated on easier interest rates.
discount fourth growth investors price quarter second starting
Investors are starting to discount the second quarter and price in growth in the fourth quarter,
broader collateral damage fourth market seeing
I don't we're seeing we see the collateral damage to broader market that we did in the fourth quarter,
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.
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.
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.
absolutely air breath fresh needed terrific
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,