Ben Halliburton
Ben Halliburton
biggest causing clearly concern fed high markets
The biggest concern is how high the Fed will go with rates. That's clearly destabilizing the markets and causing choppiness.
becomes cause clear effect fed hoping impact katrina market stock stop until
The stock market is hoping that the Katrina effect will cause the Fed to stop its campaign, or at least pause, until it becomes clear just how big the impact of Katrina is on the economy.
beating continues earnings growth north percent
Earnings growth for the S&P 500 continues to be robust, and could end up beating north of 10 percent for the year.
beyond broader clearly continue economy recovery strong
Profitability in the first-quarter and beyond is going to continue to be strong and the broader economy is clearly in a recovery phase,
bond capital economy excess good growing looking low major move near number remain risks solid yields
As the major indexes move near four-year highs, there are some risks for stocks. But the economy is growing at a solid pace, as the payrolls number showed, bond yields remain low and there is still excess of capital out there, looking for good returns.
against basically comments desire economy fed further greenspan grow low raising rates remain stance year
I think Greenspan basically said the obvious, that long rates are too low and against his desire for the economy to grow ... His comments indicated that the Fed will remain in a tightening stance and that we should see further raising as the year progresses.
market stock strong
I think the stock market is digesting a very strong end of the year.
broad continue fairly last lately market prices recovery saw seeing sharp stock stocks trend underlying valued versus
This trend of the stabilization of the broad stock market we've been seeing lately will continue through the year. We saw a sharp recovery in stock prices last year, but right now stocks are fairly valued versus the underlying fundamentals.
concur increases recovery strong tech waiting year
We'd concur that '06 is not going to be a gangbuster year for increases in tech spending. Everybody's still waiting for a strong recovery after the 2000 bust.
areas cars consumers homes spending ugly
Consumers are going to be in for an ugly winter, heating their homes and fueling their cars, ... As a result, consumer spending in other areas is going to change.
likely range remain trading
I think we are likely to remain in a trading range for some time.
concerned margins people
People have been concerned that Intel's margins are in contraction mode, so what they say about that will be noteworthy.
attract bang capability clearly dramatic financial higher increase investors preference price stock triple
My preference would be to see a dramatic increase in the dividend; I think they'd get more bang for their buck. They clearly have the financial capability to triple it; I think they could attract more investors and get a higher stock price more readily.
crude looking oil people prices reasonable remain view
I think now that that is digested, people are looking at some reasonable values; our view is that crude oil prices are going to remain high.