Jack Ablin
Jack Ablin
growth job mark number previous projected strong
The projected job growth number would mark a pretty strong snapback from the previous month.
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.
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.
economic gives number tantamount
Any number Wal-Mart gives is tantamount to an economic indicator,
came catalyst consumer expected face forced housing investors likely news number primary reality slow suspect thereby worse
The housing news was the big setback today. While we suspect that housing is likely to slow and thereby take the primary catalyst away from consumer spending, the number came in worse than expected and forced investors to face reality much sooner.
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.
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.
backdrop inflation leading market nice subdued
Between leading indicators and subdued inflation expectations, it's really set a nice backdrop for the market today,
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.
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.