Jack Ablin
Jack Ablin
comfort companies economy evidence feeling growth people profits results seeing start taking
People are taking some comfort in results and a feeling that the economy is getting better, but there's still some caution. We need to see more evidence of a sustainable recovery. We need companies to start seeing profits more through top-line growth than just cost-cutting measures.
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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.
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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.
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When you have strong growth and low wages, the chief beneficiary is corporate America.
growth job mark number previous projected strong
The projected job growth number would mark a pretty strong snapback from the previous month.
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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.
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We're still getting more negatives on the economic front today, and this is a period where we're really looking for economic growth to avoid a Fed rate cut.
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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.
bounce clear indication light moves week
With light volume, we're going to bounce around like a ping-pong ball. I wouldn't take any moves this week as a clear indication of anything.
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The world assumes the Fed will raise the rates by a quarter percentage point, that's a non-event. It's what the statement lays out about the pace of future rate hikes that will be important, because that's what people are thinking about. I think the inflation reports will also be pivotal next week.
creating earnings engine environment market
Earnings are still the engine and the market is not overvalued, but the environment we are in is creating pressure.
information taking work
There's really not a lot of information here to work with, and I think the market's taking a rest.
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Right now, we have this positive confluence of earnings and economic news that has been propelling the market.