Art Hogan
Art Hogan
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.
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.
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.
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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.
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.
backing bit companies earnings energy handle high positive price season
We've been able to handle a lackluster earnings season so far. Energy companies haven't really come into the fray yet, so things may look a little better after they report. Another positive is that we're backing off a bit from the high price of oil.
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.
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We're getting an oversold bounce. Telecoms are getting a boost because of the AT&T Wireless (news), ... Investors are going to buy those tech stocks that we're not necessarily worried about.
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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.
deal obviously
When you see a deal of this size, obviously (Washington Mutual) is still acquirable,
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We're in that dreadful point in investor psyche where bad news is bad news and good news is bad news,
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We spent the week worrying about yields and what the economic data would do. We managed to work our way through it. We finished off the week the best we could. Next week we have a host of economic data that may or may not change our mind. We'll see how it plays out.
corporate hear hopefully negative positive terms
We're still in the pre-reporting season, so, we'll hear more warnings from corporate America, hopefully more positive than negative in terms of guidance.