Jack Ablin
Jack Ablin
clarify cloud creating dark gold inflation numbers tomorrow upside
Gold is creating a psychological dark cloud over the market. With gold on the upside and inflation fears, the numbers we get tomorrow will clarify some of these concerns.
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If there is anything more than 250,000 jobs then everything reverses and all bets about a pause at 3.25 percent are off,
bad employment happened higher jobs last mean news perceived pickup recession recovery report seen sign throw track year
Any bad news can throw us, and the jobs report was perceived as bad news, seen as a sign that the recovery is fragile, but that's not necessarily true. In the last two recessions, a pickup in employment only happened a year after the recession had ended. So just because unemployment is higher doesn't mean we're not on track for a recovery.
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Investors have their rally caps on for year end, and we're doing it with speculation. With a good inflation report and strong growth, it seems to be the perfect elixir for Wall Street.
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Investors are taking stock of earnings and questioning whether they should be as optimistic as they are.
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Investing in a mutual fund is like riding in a bus; your progress depends in large part on other people and what they're doing. An exchange-traded fund is closer to riding in your own car.
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Intel signaled that earnings growth is slowing, but we expected that. The real question is how much it's going to slow, what companies are going to get hit, which one's aren't. We'll know more when more earnings reports come in.
companies earnings expected growth intel question reports
Intel signaled that earnings growth is slowing, but we expected that, ... The real question is how much it's going to slow, what companies are going to get hit, which one's aren't. We'll know more when more earnings reports come in.
consumer credit deal favorable huge
For the fee-based deal business, it's still a favorable environment. But they also have a huge consumer credit exposure.
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Generally, Wal-Mart can give real-time data faster than the government, because they can just pull this off their cash registers.
I don't see any last-day-of-the-year rebound. I think it will be more of the same tomorrow.
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I'm not convinced we're heading into a recession. But we will have a slow down.
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The GDP upgrade could put more pressure on the Fed. At the same time, we're losing ground with the consumer... From the perspective of today's market, it's a one-two punch.
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The confidence report really personifies what's going on in consumers' minds right now. Investors are looking at Katrina and Rita as a one-two punch for the economy.