Art Hogan
Art Hogan
companies dependent dragging drivers lower main oil price
One of the main drivers for the Dow and S&P has been the price of oil; that's been dragging on the companies that are especially dependent on lower oil prices,
driver economic main news oil price since
The price of oil will be the main driver this week, particularly since there is so little economic news.
acting coming companies creates deal determines drag earnings economy global great investor investors natural next oil price quarters reports start three
The price of oil is acting as a natural drag on the U.S. economy and the global economy. It creates a great deal of investor uncertainty, ... as earnings reports start coming in, it's going to be what companies tell us about the next three quarters that determines if investors get off the sidelines.
economic factors falling negative news oil positive war
There's been this tug of war all day between factors like falling oil prices, more negative than positive economic news and everything going on at GM,
certainly early good higher oil prices work
I think the early going, the higher oil prices are what's happening, ... We could certainly work our way through it if we get some good earnings.
finally gold huge impact oil peaked recovery tattooed
I think the dollar's recovery has a huge impact on the market, when you look at things like gold, which is getting tattooed today, ... I also think it's important psychologically, like when oil finally peaked in the mid-50's.
continue couple earnings gains glad held oil ran steam
I think that we just ran out of steam after a couple of hours. I am glad that we held on our gains from Friday. Oil will continue to be a driver, earnings will be a driver, and so will economics.
above becomes fed happens hike market oil price pricing question rate rising stays
The Fed will take the rising price of oil into consideration when it meets, ... The market is still pricing in a rate hike at the end of June, but the question becomes what happens if oil stays above $42 a barrel.
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.