Jack Ablin
Jack Ablin
believe economic fed improving infer jobs moderate oil past perhaps prices somewhat statement time
I would infer from the statement that the Fed is somewhat more sanguine on the economic recovery. Perhaps they believe that $55 oil prices are, at least for the time being, something of the past and that jobs are just improving at a moderate pace.
ahead bets clues economy expect growth investors number traders
I would not expect investors and traders to make any big bets ahead of the number tomorrow. It clues us in on growth in the economy but also inflation.
base fear form maybe rally
Maybe now there's enough fear out there to form a base to rally again.
causing fairly investor issues market stock
Fundamentally, I think the stock market is fairly valued, but there are a lot of issues around that are causing investor concern.
dangerous fed growth holding interest market risky spite stocks value view
I don't view the market as risky or dangerous even in spite of more Fed tightening. We have enough value in U.S. and international growth stocks. What's holding stocks back right now is uncertainty about interest rates, not valuation.
cause commit continues error fed financial since time worry
What I worry about is that if the Fed continues to tighten, they could commit the same error they have done every time since 1980 and cause a financial crisis.
options
You have to look at all the options you have available, from A to Z.
chief corporate growth low strong
When you have strong growth and low wages, the chief beneficiary is corporate America.
bond debate higher market oil prices restraint whether
There has been this continual debate as to whether higher oil prices are inflationary or a restraint on growth. This year, the bond market has signaled that it is inflationary.
active business future longer sector
We're no longer in a buy-and-hold environment. You have to be much more active in sector allocation. That's where the future of this business is going.
leading names phenomenal seen stocks
We've come off a phenomenal July. And we've seen a real reversal in the stocks that were leading the market, with economically-sensitive names doing well.
growth job mark number previous projected strong
The projected job growth number would mark a pretty strong snapback from the previous month.
although energy fed guidance higher key looking might prices profit rolling signs
But the key here is really going to be guidance. Everyone is looking for signs of the rolling over of profit growth, although not as much as the Fed or higher energy prices might indicate.
allow economic economists expecting federal gradual growth reserve wind
Economists are expecting a gradual slowdown in economic growth paired with a slowdown in inflation. That will allow the Federal Reserve to wind up its rate-hiking campaign.