Barry Hyman
Barry Hyman
numbers quarters reporting row skeptical
The numbers look good, but it's two quarters in a row that analysts are skeptical about how they're reporting their numbers.
brings counter economy-and-economics fed modest numbers payroll report supportive
The payroll numbers were extraordinarily supportive for the economy. But counter to that, the report brings back the Fed and inflationary prospects, and that's why you see just a modest up day.
below bullish concerned drop economy numbers percent report saw slowing support today
The productivity numbers today (Thursday) and tomorrow's (Friday's) report do nothing to support a bullish market. I would be concerned if we saw the unemployment drop below 4 percent because that would show the economy is not slowing down.
against case company compared extremely lost reported sector since stock trading weak
(Microsoft) has been trading like the company (had already) lost the antitrust case against the government. The stock has been extremely weak compared to its sector and especially since the company has already reported earnings.
catalyst feeds parts pc quarter report sales second sector technology
Today, the catalyst in technology was the report that PC sales in the second quarter slowed. The PC sector feeds into the semiconductor sector, which feeds into other parts of technology.
almost days employment few good last report six weeks
These last few days have been consolidation, off of a good employment report and almost six weeks of gains.
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.