Barry Hyman
Barry Hyman
commentary expected percent quarter seems
With an expected quarter percent rise, the commentary seems a little more hawkish than expected.
commentary liked positive
Net-net, the commentary was positive - I liked the productivity understanding.
commentary hike interest market sure
Greenspan's commentary sure indicated there is more than one interest-rate hike to come, and that's not what the market wanted to hear.
commentary increase point waiting worrying
It's not the quarter-percentage point increase that is worrying people. We are all waiting to see if the commentary will point to one, two or more interest-rate increases.
assuming based commentary companies economy fed inventory market problems turn
This is a market that is assuming everything is going to get better. There's been too much commentary by the chairmen of these companies that these problems are inventory but everything is based on a turn of the economy ? that's what the Fed is there for.
almost commentary focused forgotten good greenspan investors looking market quality quickly reason
The market has quickly forgotten yesterday's good commentary from Mr. Greenspan and has focused on a quality-of-earnings issue. It's almost like investors are looking for a reason to sell.
august bit friday gave hike likely number
The PPI number on Friday gave us a little bit of a hint that there most likely will be a hike on August 24th, but that'll be it,
announcing company corporate major positive
When you have a major company like GE boosting its dividend and announcing a big buyback, that's very positive for corporate America,
constant exhibit market negative news opportunity
Without having that constant barrage of negative news, there is the opportunity for the market to exhibit some strength.
action earnings hard market narrow negotiate pick stable stronger today trend trying
Trying to pick a trend in this market is impossible. Friday's action was anemic, and today there's anticipation of a stronger earnings season. Other than short-term traders, it's hard to negotiate a market that is so narrow in range. We're at least stable for now, but there hasn't been a trend for over a month.
course earnings ignore potential
You have to ignore that because they're of course going to be bad, ... You have to look at earnings potential, and cyclicality stocks, I'll go for International Paper.
market rounds sell stories treated whether worry
You have a market on eggshells. The stories that make the rounds are being treated as sell first and then worry about whether they're true.
avoid backbone bank believe clear companies cyclical earnings fed good growth looking means people provide retail security slowing stability stocks technology toward
You have to be careful. There are not many sectors that are doing well out there. This is a slowing economy. People are looking for security of earnings. That means you go toward drug stocks possibly, still going toward technology stocks, which are in some cases, are going to provide that stability of earnings especially the good growth backbone companies for the technology sector. Avoid cyclical stocks, avoid retail stocks. Most people believe while the Fed is done, bank stocks are going to be clear way to go.
economy-and-economics higher implies interest strong
Better-than-expected LEI implies a strong economy. It also implies higher interest rates.