Barry Hyman
Barry Hyman
economy-and-economics higher implies interest strong
Better-than-expected LEI implies a strong economy. It also implies higher interest rates.
brings catalyst earnings economic good growth inflation marked market moving needs next point sector until week worrying
There's going to be this flip-flop next week and continually until we get through earnings season, going from earnings to worrying about the economic slowdown and what inflation brings so I think next week is going to be marked by that. We're getting to the point where the market needs good earnings. It needs to have a catalyst to get the growth sector moving again.
advance although china develop economic ended fears happened late remains risk volume warning
We ended up OK, although most of the advance happened late in the day on the China warning and the volume remains light. There was the risk of new stagflation fears to develop out of the economic news, and that didn't happen, which was another positive.
abandoning companies count economic estimates half happening looking match missed people point reality second wrong
I think people are just abandoning technology, especially when you can't count on a 'Nokia' that hasn't missed (expectations) in years. The point is that there's nothing wrong with these companies - what's wrong is that analysts were not looking at the second half of the year. What's happening now is estimates are going to come down to match the reality of the economic situation.
center domestic economic friday major numbers peek tech
Without any major tech stories, the economic numbers are going to take center stage. It started on Friday with the first peek at the GDP (gross domestic product) for the first quarter.
affecting credit economy economy-and-economics interest problems rates
The problems are the same: Interest rates are high, and the economy is strong. It is affecting those sectors that are credit sensitive.
concerns earnings economy economy-and-economics fourth growth higher lower oil recently slower supported weaker
We're supported by a rebounding economy after a weaker fourth quarter, and recently lower oil prices. But that's countered by concerns about slower earnings growth and higher inflation.
bounce economy economy-and-economics remains seem slower slowing strong worries
We seem to go from worries about the economy slowing down to appreciating that the economy remains strong and can bounce back from slower fourth-quarter GDP growth.
data economic grace markets saving
The barrage of economic data will be the one saving grace for the markets this week,
economy economy-and-economics inflation key number seen talk toward whether
The productivity number is key toward determining whether the economy can show some stabilization. We've seen weakening numbers, which hasn't helped, but there is no inflation story to talk about here.
economy economy-and-economics fed move psychology selling tremendous until
The psychology is just not there for the economy to make any substantial move until we get through the Fed meeting. There's really no selling pressure, it's just tremendous volatility.
absolutely belief coming core economic euro exist higher market oil overnight price problem quickly reason root searching weaker
The price of oil and the weaker euro is absolutely having an impact. This is a market searching for a reason to go higher but this is a core root economic problem that could exist and the market is quickly coming to the belief that there is no overnight fix.
absolutely belief coming core economic euro exist higher market oil overnight price problem quickly reason root searching weaker
The price of oil and the weaker euro is absolutely having an impact, ... This is a market searching for a reason to go higher but this is a core root economic problem that could exist and the market is quickly coming to the belief that there is no overnight fix.
absolute beyond economy-and-economics forward giving half reflection says second suspicion
The reflection of what Cisco says is an absolute reflection of the economy. If Cisco is giving this forward look beyond the first quarter, then the suspicion of a possibility for a second half upturn may not be as evident.