Art Hogan
Art Hogan
confidence consumers continue created high interest lower money rates remain retail spending stayed stores
The retail stores are doing well. Consumers remain confident, continue to be out there spending their money, ... A lot of money was created with lower interest rates and refinancing -- things of that nature. So, consumer confidence has stayed very high and retail stores, that have actually done it right, have been doing pretty well.
acts again attract bond concerns higher interest markets money note rates side south stocks tax yield
Concerns about higher interest rates and the yield on the 10-year note may keep stocks on the south side again this morning. The higher yield ... acts as a tax on corporations, and it may also attract money to the bond markets from equities.
believe invest money opportunity past people run table taking terrific weeks
(Techs) had such a terrific run for the past two weeks that I believe some people are taking this opportunity to take some money off the table and invest it in the 'old economy,'
bought focus folks low money news rumor selling shift starting victory
We bought on the rumor and are selling on the news, ... We've priced in the victory here. There's very low participation -- there's just no money in the game. Folks are starting to shift focus now.
america equity flowing funds growth households invested keeps last market money mutual percent stock targeted toward
Fifty-two percent of the households in America are invested in the U.S. stock market and they want to invest in the things that had 70 percent growth last year, ... As long as the money keeps flowing into equity mutual funds and they are targeted toward Nasdaq stocks, we are going to see this go on for a while.
changing folks good happened market minds money news song staying swan time year yesterday
When the Dow was doing its swan song yesterday (Thursday), the money was staying in the market and rotating into tech, ... That's the first time that's happened this year and that's good news -- folks are changing their minds about the sectors but they're staying in the market.
coming expense flood hottest money technology
We still have a flood of money coming into technology at the expense of these old-economy stocks. If you look at the sectors that make up the Nasdaq they are sectors that are the hottest in our economy.
good market means money rough seen staying stuff worked
We've seen some really good stuff and some really rough stuff, ... The market has worked its way through a bottom, at least on the Nasdaq and S&P. Money is rotating, so that means it's staying in the market and that's good news.
money people selective slow steady throwing wiser
I think people are still not throwing money at everything that has a 'dot.com' on the end of it. I think slow and steady is going to win the race, especially if we have broad, selective and wiser investors.
ability earnings interest money ongoing push season sidelines
I think earnings season will be one of the catalysts to get money in off the sidelines and the other will be the Fed's ongoing ability to push down interest rates,
concern fed higher leave meeting rates remains rhetoric thinking
I'm thinking the Fed will leave the rates unchanged, ... We've ramped up pretty higher into this meeting and my concern is the psychological letdown if the rhetoric remains strong.
biggest consumer dollar earnings effects fear ill strong versus warn weak
The biggest fear is earnings going forward, ... All the consumer non-durable multinationals are going to have to warn about the ill effects of the strong dollar versus the weak euro, but that's cyclical.
early good market seeing wall
Not to be heartless, but this is very good for Wall Street, ... And I think that is why we are seeing this market take off in the early going.
america bad corporate knew letting news numbers stuff technology
The bad news is stuff that we know about -- it's Corporate America, especially on the technology front, letting us know they're not going to make their numbers and we knew that was going to happen,