Hans Olsen
Hans Olsen
benefit close cycle fed stocks time
We may be getting very close to the end of this rate-increase cycle and it may be also time for the Fed to make that clear. Stocks will benefit from that.
argument bit conversation fed historic kept market markets point rate whether
It's really the Fed at this point that's kept the market in check. The historic conversation between the Fed and the markets has become a bit of an argument over whether there's really inflation, and whether we need those rate hikes.
fed kept market point
It's really the Fed at this point that's kept the market in check.
ammunition combined difficult economy environment fed gives interest numbers raise rates
These numbers combined with yesterday's ... gives the Fed a lot of ammunition to raise interest rates and if you have, at the same time, the economy slowing, that's just going to make a really difficult environment for stocks.
drive earnings next several weeks
What's going to drive things over the next several weeks is how third-quarter earnings come out,
finally monkey
We finally got that monkey off our back.
companies deal period positive quiet reported tough
Most companies have already reported their earnings, and I think we're getting to a quiet period where it can be tough to keep anything positive going. There's still a lot out there to deal with.
difficult positive prices stock
It doesn't set a real positive stage. It makes it difficult for stock prices to go anywhere.
inflation leads push supplies
It all leads to the idea that inflation isn't so bad. That supplies some push for the market.
defensive fairly good types
Those are kind of defensive stocks, with fairly inelastic demand. In good times and bad, you're going to use those types of products.
absence bad deal good news noise treated
Right now, it's like an absence of bad news is being treated as good news. I see it as just a lot of noise right now. There's still a lot out there to deal with.
absence bad good news treated
Right now, it's like an absence of bad news is being treated as good news.
beginning costs high hold oil operating prices sustained throughout wider year
My sense is that the high oil prices we've sustained throughout this year are beginning to take hold in the operating costs of a wider swath of US companies.
exceeded excel improve knew point rate schedule true
To say that we knew she was going to improve and excel at the rate that she is, that would not be a true statement. She has exceeded the schedule that I thought. She is probably already at the point where I thought she would be in two years.