Barry Hyman
Barry Hyman
believe concerns demand driven early impact inventory people problems sector street understanding wall wants
Cisco's story was that inventory concerns and demand driven problems are not fixable as early as Wall Street expected, ... People are understanding the impact of what Cisco said. Wall Street wants to believe things are rosy in that sector and they're just not.
afford economic impact line morning news number overlook retail rise sales
I think we are still in a consolidation period, ... and I think we can't afford to overlook the impact of the economic news on the market. You had a retail sales number this morning that was in line but nothing spectacular and a rise in jobless claims.
appear break economy fed good impact measure percent picking point raising rate start
We think 3.5 percent is a good point for the Fed to take a break to measure the economy and the impact of its rate hikes. If the economy does appear to be picking up, they could start raising again.
basis coming economy economy-and-economics ending great growth hike impact interest last point rate sell slowing stocks technology time weak
The economy is already slowing down without the impact of that 50 basis point hike last month, and I think what you have to look at here is the ending of the interest rate cycle. The growth stocks are technology stocks. And at this time it's a very seasonal thing as well. We are coming to the end of the quarter, so you are going to just get the great stock into the portfolios and sell the weak ones.
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.
activity assume bond economic feeling further gives higher interest market people rates signs whether worry
There's worry about higher interest rates. The bond market has been very weak, and we can assume the higher interest rates are signs of a rebounding economy. This gives people a feeling of comfort, but we also worry about how rates are going to go and whether it will crimp economic activity further down the road.
asset bigger continued credit gives global good greater industry management research seeing stake
This is just a continued consolidation in the industry on a global basis. You're seeing Credit Suisse take a bigger stake in the research end of things -- it's good for Credit Suisse because it gives them better asset management and greater size.