Barry Ritholtz
Barry Ritholtz
Barry Ritholtz is an American author, newspaper columnist, blogger, equities analyst, CIO of Ritholtz Wealth Management, and guest commentator on Bloomberg Television. He is also a former contributor to CNBC and TheStreet.com...
NationalityAmerican
ProfessionAuthor
CountryUnited States of America
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When you stop and think about it, if the Fed were to pause, what does it actually do for anybody ... in the afflicted Gulf region? At this point they're more concerned with basic food and shelter and not really comparison-shopping for mortgages.
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If the Fed were to pause, what does it actually do for anybody ... in the afflicted Gulf region? At this point they're more concerned with basic food and shelter and not really comparison-shopping for mortgages.
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You can't fight the bond market. There's only so much the Fed can do. If investors are more concerned about economic growth slowing down in the future than inflation, they will flock to bonds.
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The concern is that if a lot of the gains are in energy, that's good news for energy, but not necessarily good news for the economy.
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I'm looking for really good earnings, and I don't know that it's going to juice the market all that much. In order to go significantly higher, what's the catalyst?
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The big issue is decelerating earnings growth. Earnings will still be higher but the ideal time to buy stocks is when earnings go from awful to not so bad as opposed to going from great to good.
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The bond market is far less sanguine about the economy than the Fed is. They are essentially saying we don't see that much strength.
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Stock valuations have been stretched, everyone knows a rate hike is coming and great earnings are already baked into the stock market, so you're seeing this churning, and unfortunately, I would expect it to continue for the next few weeks.
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The Fed doesn't have to jack up rates really quickly since other economic indicators are softening. Capital expenditures are modest and employment figures are anemic, so the biggest danger the Fed faces is smothering the recovery.
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It was a matter of time before the core rate started feeling the effects of increased energy and commodity prices. Maybe it's aberrational but maybe it's the start of something more significant.
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Anyone who can get away for the week does, and you end up with skeletal staffs.
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The Fed is now at the proverbial fork in the road,
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We see inflation rearing its head across the board. Contrary to what a lot of people have been saying, it's not just energy.
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Earnings have been coming in across the board pretty good, but the problem hasn't been earnings. The issue is the forward-looking statements for the fourth quarter or 2006. Despite good numbers, you see some stocks getting punished. It's a function of the outlook.