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.
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.
bond feeling fine headed heading interest key looks market rates starting street struggling technical wall
The 10-year bond looks like it's headed higher, so I think the feeling is starting to pervade Wall Street that economy's fine and interest rates are heading higher. But the market has (also) been choppy and struggling with some key technical levels.
beyond doubt fed interest june rates
We need some inference from the Fed that interest rates beyond June are in doubt,
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.
cap easier growth high higher interest likelihood next rates seeing stocks
What you are seeing is the likelihood that interest rates will not go higher next week, making it easier to give these big cap growth stocks high valuations.
concerned direct economy effect either expect hikes interest line looking market number rate remain tame
I expect (ECI) to be very tame and show now inflation. It's the GDP I'm concerned about. If either one doesn't come in line (with expectations), the market will remain under pressure, ... I'm looking at the GDP number because that's going to give us a direct causal effect to how well the interest rate hikes have slowed the economy down.
coming correction higher highs interest near oil plus prices profit prospect rates seeing tremendous
I would characterize this as a correction long in coming. We're coming off of this tremendous run, plus you've got oil prices near all-time highs and the prospect of higher interest rates through the end of the year, and so you're seeing some profit taking.
ahead bit employment expected higher interest investors rates
There is also a little bit of nervousness ahead of tomorrow's employment report, which is expected to be strong. It just focuses investors on the higher interest rates that are still in the offing.
companies forbidden interest less minds quite rate technology week
It is quite astounding. One week revenue-based companies are forbidden (psychologically) from investors' minds and one week later, as interest rate (fears) return, technology (stock) is the place to be because they are less affected.
believe beyond deal due earnings fed gains hikes interest market rate
A lot of the gains are due to the earnings story. I think the market can deal with one or two more interest rate hikes and believe that the Fed is not going beyond neutral.
belief certainly insane interest move rate severe
There's a lot of pre-Fed buying. There's this insane belief that the Fed's going to move more than a half-point and that's what's powering the Dow, because you have a lot of cyclicality in that index and they are certainly beneficiaries of any severe interest rate cut.
belief certainly insane interest move rate severe
There's a lot of pre-Fed buying, ... There's this insane belief that the Fed's going to move more than a half-point and that's what's powering the Dow, because you have a lot of cyclicality in that index and they are certainly beneficiaries of any severe interest rate cut.
almost fact hike interest rate
This almost assures the fact that we'll see an interest rate hike in November,