Art Hogan
Art Hogan
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.
fact fed move speaks starting
We are starting to see (economic) stabilization and, I think the fact that the Fed didn't make a move speaks to that.
earnings focusing gotten meat sort start state
We've sort of gotten through the meat of earnings season, and we're going to start focusing on the state of the economy.
bad continue point start string trend
We really have priced in a lot of bad news. Even if we continue to see a string of (negative) pre-reports, at some point in time, we're going to start to trend higher.
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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.
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 starting to see that companies are starting to admit that the second half is going to be slow, so that's a lingering fear,
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I think the fact that we had this awful bombing ... and yet the market seems to be moving on, that it's starting to become sort of priced into the marketplace. We may get investors to get back in off the sidelines at some juncture as we start to get earnings reports for the quarter.
investors later start
I think we'll start getting investors into the marketplace later in the first quarter,
hold market rally start
I think this market can hold on to this rally and start trending higher.
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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.
clearly job starting
Clearly we're starting to see a pattern. The job that they're (the Fed) doing is starting to work.
action either fed guess higher meeting remain start tuesday until venture volumes
But if I had to venture a guess I think we'll start trending higher up until the Fed meeting on Tuesday and then really take off. Unfortunately, the volumes remain anemic here so there's not a whole lot of action going on either way.