Jason Schenker
Jason Schenker
appears bigger capacity concerns excess market question raise tap unlikely
The bigger question is does OPEC have excess capacity that it can tap into in the longer-term, ... It appears they're unlikely to raise their quotas, and that's not going to assuage market concerns about their capacity.
certainly data earnings market piece points report retail sales solid stock weeks
The retail sales report was the most significant piece of data we had in weeks and that certainly had the stock market going. It points to a solid first quarter, with earnings growth.
demand gas hands lowering market natural warm weather
This warm weather is lowering demand for natural gas and heating oil. What the market does is all in the hands of the weatherman.
awareness headlines market minor price raise recently resolved rises seen series soon
We've recently seen a series of minor conflagrations in Nigeria, which are resolved swiftly. The headlines raise awareness in the market but the price rises soon fade.
decide market month outcome possible stock takes worst
The worst possible outcome for the stock market is that it takes a month to decide the election,
accurately captures couple hope market months
After a couple of months of overestimating, we redid our modeling. We hope this more accurately captures what's going on in the market place.
believe despite impact market news
Despite the news of escalation, I think the market does not believe it's going to have a real impact on supplies.
companies costs earlier earnings energy hurt increase market passing reacting reports seen sooner start stock strong
The stock market is reacting to the strong earnings reports we've seen earlier today. But sooner or later, companies may have to start passing through the increase in energy costs or be hurt by it.
caused expected factors higher likely market next prices volatility year
Prices went a lot higher than most of us expected a year ago. The factors that caused prices to surge aren't likely to go away next year. The volatility of the market may even increase.
best capacity global impact market
They're supplying the market the best they can, but they have very little impact on global refinery capacity and very little impact on geopolitical events.
affect caught markets trade
Markets were caught off-guard by a blow-out trade deficit, ... This could affect growth.
america corporate drop economy equity knows market remains resume sharp solid trend
The economy and corporate America remains solid -- we are going to resume an upward trend and the equity market knows it very well. The sharp drop in the GDP was just a bleep.
america corporate drop economy equity knows market remain resume sharp solid trend
The economy and corporate America remain solid -- we are going to resume an upward trend and the equity market knows it very well. The sharp drop in the GDP was just a bleep.
continued domestic employment fuel further gains gross growth higher home interest mitigate product sales slowing solid strong
Strong continued gross domestic product growth and solid employment gains should fuel further home sales and may mitigate some of the slowing engendered by higher interest rates.