Art Hogan
Art Hogan
fear heading investors ongoing puts sidelines words
It's that ongoing fear of slowing. It puts into words what you don't want to hear. Investors are heading back to the sidelines for a bit.
credit cycle equity markets ongoing piece slowing trend
It's another piece of the ongoing trend of a slowing economy, ... The credit tightening cycle is nearing an end and we have the equity markets celebrating that.
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.
euphoria microsoft ongoing sort
I think there's going to be ongoing euphoria about the Microsoft decision. It's not just Microsoft ? it's sort of a pro-business decision.
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,
gives trading
That gives us a lot of trading time, unfortunately.
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.
Once again, it's not what you do, it's what you say,
add buy close decide delete fund happening run russell
Once a year, they (the Russell) decide to add and delete stocks. So what's happening is at the close today, those who run a Russell Fund will need to buy all of the Russell additions and sell all of the Russell deletes,
bets major people until waiting walking whatever
It's not a major deal, ... Whatever bets have been made most of the day (dried up) ? people are just walking away and waiting until tomorrow.