Barry Hyman
Barry Hyman
achieve anecdotal august comments evidence frame gotten greenspan growth investor landing slower totally turn
What will frame investor decision-making in August is going to be totally Fed-driven. We've gotten the anecdotal comments from Mr. Greenspan that we can achieve a slower growth landing but we now have to see that anecdotal evidence turn into fact.
concerns earnings economy economy-and-economics fourth growth higher lower oil recently slower supported weaker
We're supported by a rebounding economy after a weaker fourth quarter, and recently lower oil prices. But that's countered by concerns about slower earnings growth and higher inflation.
bounce economy economy-and-economics remains seem slower slowing strong worries
We seem to go from worries about the economy slowing down to appreciating that the economy remains strong and can bounce back from slower fourth-quarter GDP growth.
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.
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.
positive provide typical
It was a little better than a typical September, but it didn't provide any big positive surprises.
businesses collapsed investor losing tech
These companies' businesses haven't collapsed like tech companies' did. But they've withered and they're losing their reputations and their investor bases.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based. Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based, ... Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
companies demand equipment means side situation
The situation is very tenuous on the equipment side and any slowdown in demand in the equipment side of the equation, when you are priced to perfection, means these companies are still very expensive,
break hold week
The story (this) week is: Does it hold it or will it break it.
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I still don't think we have the Fed out of the way. The Fed seemed to worry more on inflationary than longer-term risks to the economy, which was reacted to very quickly in the market yesterday. That story still lingers today, as well as another major hurricane that's ramping up energy costs.