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.
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.
belief confirmed driven ending ends fact fed held hikes market nice onto prices rate sooner start stock
This was a nice way to start off the new year. A lot of this was driven by the fact that the Fed confirmed that end is in sight. We've held onto the belief that when the Fed ends that stock prices will go up. We'll still have rate hikes but the market is celebrating that we'll see an ending sooner than later.
claims days economic few good nervous number people rate starting today
We've had a few good days and the only economic number we had today was the jobless claims, ... People are starting to get nervous -- if the jobless claims look like that, what will the unemployment rate look like, and that's the driver.
behind corporate crushed earnings economy emergency fact fed fight funds global level market rate roll sooner trend
We have to get used to the fact that the emergency level of the fed funds rate is behind us, ... The sooner we become cognizant of the fact that the global economy won't be crushed and corporate earnings won't roll over, the sooner the market will fight its way to trend higher.
bad further good lead market rates report spark top trading volatile wants
This may be a very volatile trading session. The market wants good numbers, but an exceedingly good report may lead to further rates increases, and that's not good for stocks. On the other hand, a bad report on top of disappointing earnings, could spark another sell-off.
cut delayed good investors looks rate reaction
This is a delayed reaction to the Fed's rate cut and it was good news, ... It looks like investors are participating.
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,
aggressive came economic economy fed global longer months nine rate six starts swing
Historically, six to nine months after rate cuts, the economy stabilizes and starts to swing in the other direction, ... But a lot of things are different this time. The Fed came off an aggressive tightening mode, and there's a global economic slowdown. It's just going to take a while longer this time.
fed mean month pause rate
He's been very clear. The Fed may take a pause for a month or two, but that doesn't mean it's the end of the rate hikes.
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.
considered fed good interest news rates rising
The Fed said rates are going higher, which was no surprise. But when you're in an interest rate rising environment, all the smatterings of what would be considered good news look like a confirmation that rates will rise.
considered fed good interest news rates rising
The Fed said rates are going higher, which was no surprise, ... But when you're in an interest rate rising environment, all the smatterings of what would be considered good news look like a confirmation that rates will rise.
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.