Barry Hyman
Barry Hyman
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.
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.
consumer earnings good market numbers people regard retail sales seeing shows stronger tech today
Retail sales numbers were stronger than expected, and that shows that consumer are still spending, and I think that is weighing on the market today and it should. But it's not weighing on the Nasdaq, where you're seeing those really good earnings reports. People really regard tech as the place to make money.
bond concern continue defensive equity fed market number numbers pressure raising seeing shows store stressed
Now we're going to see more pressure on the bond market and an already stressed equity market. There's a lot of concern and we're seeing some defensive investing. This number shows that the Fed will continue raising rates. Numbers like this show that we're in store for two more hikes.
attempt bit clearly rebound seeing trying
You are seeing a little bit of rebound in some of the worst-hit sectors. It's clearly a short-term attempt at trying to find some stabilizing level.
affected companies dramatic energy rise seeing starting stocks tech
We're seeing pre-releases starting in 'old economy' stocks - companies that are not leading-edge tech companies but are more affected by this dramatic rise in energy prices.
emphasis fed key meeting next rate seeing slowing succession
I think we really have to get to the next Fed meeting before anything significant happens. We have to see the emphasis on a slowing economy, and that's key to seeing that there won't be an open-ended succession of rate hikes.
companies economic economy growth next numbers required seeing showing slowing solid steady stream week
I think next week it will be important to see two things: solid numbers out of growth companies and seeing still a steady stream of economic numbers showing the required slowing of the economy with no inflation.
companies cost defensive economy economy-and-economics higher impediment interest move rates seeing technology
Higher interest rates are an impediment to companies where cost is important and that's Old Economy stocks, ... What we are seeing is a defensive move into technology stocks.
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.
generally intel run seeing stock
Intel was generally positive, but I think the stock had run up into the meeting, so that's why you're not seeing much reaction.
bit dramatic earnings economy grace justify later picture saving seeing slower strong
(The GDP) doesn't justify the slower earnings picture later in the year. There's a little bit of saving grace in there because we're seeing a strong economy still with no dramatic inflationary prospects.
bit dramatic earnings economy grace justify later picture saving seeing slower strong
(The GDP) doesn't justify the slower earnings picture later in the year, ... There's a little bit of saving grace in there because we're seeing a strong economy still with no dramatic inflationary prospects.