Barry Hyman
Barry Hyman
absence based decisive issues job market recovery shift statement upside
There's been a decisive shift to the upside in market sentiment. The Dow has done its job and it has made a statement of recovery based upon defensive-style spending, cyclicality and the absence of accounting-related issues for the Dow.
absence based decisive issues job market recovery shift statement upside
There's been a decisive shift to the upside in market sentiment, ... The Dow has done its job and it has made a statement of recovery based upon defensive-style spending, cyclicality and the absence of accounting-related issues for the Dow.
concern higher hurt markets oil prices
There's concern in the markets that higher oil prices may hurt the economy.
earnings few help next past positive
As we get through the earnings in the next few weeks, we'll see some positive surprises, which should help stabilize the market. And then, once we get past the election, I think we're going to see a pickup.
clears discount happened market number tomorrow
A worse-than-expected number tomorrow will discount what happened this week. If we get an inflationary number, the market will go down, but I think it all clears up by mid-June.
consumer continue earnings good inflation reaction rolling sector spending stronger tech
As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic) story -- stronger consumer spending and OK-looking inflation numbers. But the tech (sector) is merrily rolling along.
brings dominate goes highs information market oil potential producer reaction spike stops today until worry
That's going to dominate the market today until we get more information. A potential story like this from an OPEC producer brings up the worry that oil can spike to new highs very easily. We see the reaction in equities when oil goes higher. It stops equities in their tracks.
definitely disappoint huge next quarter reflected
You're really not going to see any huge disappointments next week. It's definitely winding down as we get to the end of the quarter and those that are going to disappoint are probably already reflected in the stock.
ability case diminished earnings hope market react strong support
You would hope that the strong earnings would support the market and give it the ability to react positively. But I think the case for that has been diminished lately.
affect dramatic market
Your first set of pre-announcements are usually your most dramatic and affect the market the most,
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You're going to create a great telecom company, ... I think this is a good opportunity to buy US West.
bad believe built earnings growth lead market news positive sentiment shifting toward
You're getting a lot of positive sentiment in the market and a lot of rotational shifting toward growth. It doesn't say that earnings are going to be better but it does lead one to believe that a lot of the bad news may already be built in.
creates earnings equity help markets negative opinion perception wall
This perception creates a negative opinion on Wall Street. But over time, it will help the equity markets because it is reflexive of a better earnings picture.
economic means might people rotation sector strong weak
There was rotation out of the strong sectors into the weak sectors. Techs really got hammered. Volatility, up and down, means there are just as many sellers as buyers, and people think the (semiconductor) sector might be a little pricey, especially as we come into an economic slowdown.