Barry Hyman
Barry Hyman
absence based decisive issues job market recovery shift statement upside
There's been a decisive shift to the upside in market sentiment. The Dow has done its job and it has made a statement of recovery based upon defensive-style spending, cyclicality and the absence of accounting-related issues for the Dow.
absence based decisive issues job market recovery shift statement upside
There's been a decisive shift to the upside in market sentiment, ... The Dow has done its job and it has made a statement of recovery based upon defensive-style spending, cyclicality and the absence of accounting-related issues for the Dow.
coming concern cyclical entering few good issue next opportunity pointed quickly rally rest run sector somewhere weeks worry year
Our look for the rest of the year is we're going to rally and worry. We're going to rally and worry some more. And we're going to rally again. I think the concern or the 'worry period' that we're now entering is this cyclical issue again, after this run up in the semiconductors sector and the third-quarter prerelease season, which we're quickly coming to. And I think that's going to give the opportunity for the next run up in the marketplace, which should come somewhere over the next few weeks into the election. The good news, as you pointed out, is that the Fed's done,
confusion depends earnings issue
I think there's enough in the cyclicality issue that it's going to be more of a traders' market, ... I think there's enough confusion out there that so much depends on the third-quarter earnings that we actually do see.
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.
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.
clearly disturbing inflation level market number wage wages weigh
This is clearly a number on wage inflation that the market did not want to see. It's clearly disturbing to see wages at this level and I think it's going to weigh on the market for some time.