Jay Suskind
Jay Suskind
behaving market storm
If this storm wasn't out there, the market would probably be behaving much better.
bond days driving fed market past point quarter stocks stop telling thinks
We all know it's going to be a quarter point hike. But over the past two days the bond market is also telling us that it thinks the Fed is not going to stop there. The bond market will be driving stocks today.
consumer economic housing led lousy market numbers perspective rolls three
Those were three lousy numbers from an economic perspective. There is the intimation of a slowdown led by the housing market and if the consumer rolls over, then we have a problem.
bit buying companies expect friday happened looking market seeing sell
You're seeing a little bit of buying come in today, which you'd expect after a sell off. The market is looking at what happened Friday rationally, and now it's just a wait-and-see on how other bellwether companies do on their earnings.
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.
bond both bring concern curve light market moves problems rally yield
There was a sense that a year-end rally would take us higher, but there's some concern from the bond market flattening. The inverting of the yield curve would bring us more problems in 2006. We also have light volume, exaggerating moves to both sides.
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.
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.
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.
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.
cooler heads prevailing
Cooler heads are prevailing today, but there's just no buyers.