Art Hogan
Art Hogan
adverse celebrated economy effect fact less party rhetoric slower stern today yesterday
We celebrated the fact that (the Fed) was much less stern on their rhetoric yesterday (Wednesday), but today the party is over and a slower economy may have an adverse effect on earnings,
anyone slow
When that happens, we typically have a slow day. You'd be hard-pressed to find anyone making big commitments.
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.
continue fed month pass slowing trend until wait
If we continue to see the trend slowing and we get better (economic) numbers, I think the Fed can take a pass at the end of the month and wait until August.
bets concerned economy people slowing
Obviously, we are still concerned about how much the economy is slowing going forward. There are a lot of people who aren't making bets on this marketplace.
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.
particular slow summer
It's distressing how slow it's been this particular summer season,
calendar cycle difficult earnings economic generate interest natural news quiet reports slowing vacuum
I think we're going through this natural vacuum in the news cycle where we have a quiet economic calendar and the fourth-quarter earnings reports are slowing down. It's difficult to generate any interest in the market.
continue economy fed perhaps slowing
If we can continue to see (the economy slowing down) perhaps we're done after Tuesday's Fed meeting.
affects both economy economy-and-economics equity growth revenue slowing strong trend ways worrying
You can't have it both ways -- the economy can't be strong and have us worrying about revenue growth going forward, so it has to be the trend is slowing and how much that affects equity valuations going forward.
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.