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.
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.
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.
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,
bought cheap fed growth interest lowering mean rate rates similar starts stock year
I think the year starts out very similar to how it's ending. Just because a stock is cheap doesn't mean it should be bought ? you have to look at the growth rate and I think the Fed lowering interest rates is going to be very important.
belief cuts interest medicine psychology rate reaction though week
I think the week was excellent. The Fed, even though the reaction was delayed, reinvigorated the psychology of the market. It's reinforcing the belief that these interest rate cuts will be the medicine for the economy.
again basis buy coming concept dominate interest people points rate season weakness
I think there are going to be opportunities to buy the weakness because I think the pre-release season will dominate again ? I don't think there's going to be a significant drop, though. There are a lot of people who buy the concept that 250 basis points (in interest rate cuts) with more coming is going to help.
acted board federal interest left lower open please properly reserve window
I think the Federal Reserve Board acted properly and left the window open for lower interest rates, which will please the market.
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.
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.
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.
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.
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.