Hans Olsen
Hans Olsen
inflation leads push supplies
It all leads to the idea that inflation isn't so bad. That supplies some push for the market.
ask durable later stand
This really is an impressively durable market, but there's so much more to come later in the week. Ask me later in the week, and we'll see where we stand then.
approach discount earnings fourth gas home people seen start starting thinking third travel
Look for it in the earnings of discount retailers, restaurants and travel sectors. Start to look for GDP to be impacted, earnings in the third and fourth quarters, especially now because we're starting to approach the home heating season. This is not good. We haven't seen anything like this in the better part of 25 years, where you start to have people thinking about gas lines.
difficult positive prices stock
It doesn't set a real positive stage. It makes it difficult for stock prices to go anywhere.
ahead investors signal soon time tough worry
Some investors worry that if the inversion persists, it may signal a tough time ahead for the economy. But it's still too soon to know it for sure.
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.
finally monkey
We finally got that monkey off our back.
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.
benefit bring buying companies confidence consumer help high industrial levels likely remains remarkable start stocks
It's remarkable that consumer confidence remains so high and it may help bring to stocks some buying momentum. Companies in the industrial and consumer sectors are the most likely to benefit from high confidence levels at the start of 2006.
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.
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.
alone touch
The big guys, they won't touch that with somebody's else 10-foot pole, let alone their own.
clearly economic focused market
It's clearly not good, but the market is probably more focused on the economic front.