Jay Suskind
Jay Suskind
america corporate couple economy environment next ok optimism quarters
There's pent up optimism that the next couple of quarters should be OK for corporate America and the economy because the interest-rate environment has stabilized.
certainly economy-and-economics fed hike inflation prices rates
(Commodities prices rising) would certainly seep through the economy, and the Fed is going to hike rates to keep that inflation under control.
economy fed gives growth hope importance interest nice rates sensitive shows
It shows you the importance of interest rates and what the Fed thinks. This gives us hope that the Fed will be sensitive to the economy and we can get back to that nice 'Goldilocks' economy where growth is just right.
controlled economy higher manic market news next rates reads strong sure
I think what you have is a manic market. The market reacts differently to the news each day. One day it's sure of a strong economy and controlled inflation; the next day, it reads higher rates from the Fed.
certainly economy economy-and-economics higher interest market question rather resilient stronger surprises
I think it's the same old story: The economy certainly surprises us by how resilient it is. It's also a question of how the market interprets those numbers. I think it'd rather see a stronger economy with higher interest rates.
certainly cycle economy fact inflation looking market near stepping week
It certainly has been an up week overall. The market is stepping back and looking at the fact that inflation is in check, we are near the end of the rates-tightening cycle and the economy is growing.
economy fed given gives growth hope importance interest nice rates rise sensitive shows
Given the rise we saw, it shows you the importance of interest rates and what the Fed thinks. This gives us hope that the Fed will be sensitive to the economy and we can get back to that nice 'Goldilocks' economy where growth is just right.
debate economic economy-and-economics interest market numbers rage rate strong tomorrow wants
The market wants some on-target economic numbers tomorrow and Thursday. We want an equilibrium in the economy. If the numbers are too strong or weak, the interest rate debate would rage on. The numbers need to show moderation.
concerned consumer economy engines fading housing market seems setting slowing trend
The market is concerned with the housing numbers. There seems to be a trend setting in. Housing and the consumer have been the engines of the economy and if that's slowing or fading quickly, there are going to be ramifications for the market.
couple discount drag happen months next possible quarters stuff
There's a discount on the marketplace for the possible stuff that could happen over the next couple of weeks, months or quarters that could be a drag on the economy.
cooler heads prevailing
Cooler heads are prevailing today, but there's just no buyers.
absent buyers mostly players selling
There's not much players around. Buyers are mostly absent while there's a lot of tax-related selling going on.
air came decline earnings friday huge january knows options panic profit taking
But there is no panic in the air because Friday's decline was explained. Earnings that came in were a little disappointing, we had a huge run-up in January so profit taking was expected, everyone knows what's going on geopolitically and it was a Friday with options expirations.
behaving market storm
If this storm wasn't out there, the market would probably be behaving much better.