Barry Hyman
Barry Hyman
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.
aggressive brings continued cuts cycle deep economy fed four help interest question rate road
There's no (economic) stabilization yet, but it now brings the possibility of continued aggressive Fed moves. We're four cuts deep into an interest rate cycle and we're going to get a fifth. That's going to help the economy down the road -- it's not a question of 'Will it?' but it's a question of when.
alert earnings focusing forward fourth looking moved people rather technology
Technology has done well, not necessarily because of the crash, but because it has moved up the alert that the market's concentrating on a 2002 recovery. Rather than focusing on the earnings that are going to come out in the fourth quarter, people are looking forward rather than near-term.
anywhere economic expected fourth gets gives negative quarter revised stays within
If the GDP gets revised downward, it's a negative for the markets. If it stays anywhere within the expected range, it gives credence to that the fourth quarter was some economic trough.
assumed behind belief continued economy energy fourth lower market move poor power prices quarter
The market has some power today. Continued lower energy prices and the belief that the economy is rebounding off a poor fourth quarter are assumed to be behind the move today.
bit caution earnings energy flag fourth high market operating prices quarter slowing starting
The market is operating under a little bit of a caution flag here, with energy prices way too high and a fourth quarter starting to show a slowing earnings trend.
corporate energy fourth front fully higher impact including market negatives prices quarter trying volatile
The fourth quarter is going to be volatile and trying. I don't think the market has fully discounted all the negatives in front of it, including the hurricanes' impact on the economy, higher energy prices on corporate profits, and higher inflation.
corporate energy fourth front fully higher impact including market negatives prices quarter trying volatile
The fourth quarter is going to be volatile and trying, ... I don't think the market has fully discounted all the negatives in front of it, including the hurricanes' impact on the economy, higher energy prices on corporate profits, and higher inflation.
believe caught economic figure growth inflation investors market neutral range stocks
I'm neutral on the market here, as I believe stocks will be caught in a range as investors try to figure out the story of inflation and economic growth going forward.
carry retailers turned
The blue-chips just turned down. Regardless, the retailers were up but really not enough to carry the market.
bias buyers downward flow money optimistic pressure seems side
The bias still seems to be to the upside. Buyers are optimistic and see the long-term side of the market. The downward pressure now is not that great. The money flow has just been too strong.
bias portfolio quarter today tomorrow upside
The bias for today and tomorrow should still be to the upside because of the end of the quarter when you get portfolio adjustments.
data economic grace markets saving
The barrage of economic data will be the one saving grace for the markets this week,
good nbc numbers people rally realize retail sales saw selling
The retail sales numbers we saw should have presumed a rally but we had some selling in Hewlett-Packard and NBC Internet. During the day, people started to realize that retail sales were good news.