Barry Hyman
Barry Hyman
came companies cyclical problems quarter reacting
It's the companies that came through the quarter without any problems that are the ones reacting well and they're not as cyclical as some of the others.
hike market negatives reacting several
The only way I can see why the market is not reacting to several negatives out there is the anticipation of one more (rate) hike and we're done.
added anyone change comment fed funds great healthy interpret job opinions puts quickly rate reaction volatility
This puts 5.25% on the fed funds rate back on the table. It's not the job of anyone to interpret what a market's reaction to a comment will be. This has added volatility on a day-to-day basis, so opinions can change that quickly when they shouldn't. It's great to be flexible, but it's not healthy to investors.
accepting break energy foolishly market negative oil price reaction
The price of energy should spook investors. So far, the market is foolishly accepting of the price of oil without a negative reaction as long as it doesn't break out to a new high.
consumer continue earnings good inflation reaction rolling sector spending stronger tech
As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic) story -- stronger consumer spending and OK-looking inflation numbers. But the tech (sector) is merrily rolling along.
brings dominate goes highs information market oil potential producer reaction spike stops today until worry
That's going to dominate the market today until we get more information. A potential story like this from an OPEC producer brings up the worry that oil can spike to new highs very easily. We see the reaction in equities when oil goes higher. It stops equities in their tracks.
ability case diminished earnings hope market react strong support
You would hope that the strong earnings would support the market and give it the ability to react positively. But I think the case for that has been diminished lately.
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.
action companies critical earnings good guidance looking markets months news next premature react six toward
I think we're looking at nothing but good news on the earnings front. It will be more critical to see what guidance these companies give us toward the next six months to one year. Today's action is a little too premature to say how the markets will react to earnings.
concerns express greatly improving looking market react similar starting stories
They'll (Cisco) express write-off concerns but I think we're looking at very similar stories like the other ones ? things are not improving greatly but we have better visibility. And I think the market is starting to react to that scenario.
ahead earnings front market meaningful meetings news offering reaction seem
The market is just reeling from all the impediments ahead of it. There doesn't seem to be any meaningful reaction to any news on the earnings front or meetings that company's are offering to tell you that things are not as bad.
continue hopefully market past political positively react
The market is going to continue to be buffeted by this political story that doesn't go away. If we can get past that, hopefully the market will react positively to the end of a process.
band break extremely few last narrow stuck
We've been stuck in an extremely narrow band for the last few weeks, and this could break us out.
close curve deal extremely federal high hope market meeting next note rally recession reserve slowing until worried yield
It was unanimous we'd have a year-end rally until the yield curve inverted. We wanted to close the market on a high note this year, but now we're worried that the 2006 market will have to deal with this. The next Federal Reserve meeting will be extremely critical. We have to hope this isn't predictive of a recession or a slowing economy.