Jim Paulsen
Jim Paulsen
amazing companies earnings fourth reporting year
It's amazing that in the fourth year of recovery, companies are still reporting double-digit earnings growth.
cheaper continued earnings faster growing stock
Earnings have been growing faster than stock prices. We've continued to have a cheaper and cheaper market.
again beat bigger came coming companies energy everybody expecting gains group higher markets precisely rates rest seemed stocks tells vulnerable
Everybody was expecting bigger companies to outperform in the first quarter, but gains came precisely from the group of stocks that seemed more vulnerable to higher rates and higher energy prices. This tells me that they may very well beat the rest of the markets again in coming months.
business consumers looking sector stepping
Consumers are stepping aside, and manufacturing and other business sectors are stepping in. The U.S. business sector is looking very healthy.
came catalyst caused companies costs due handful higher jumping largely small
Of the small handful of companies that have reported, the disappointments that came out were due largely because costs were higher, and here we've got oil, the No. 1 catalyst that caused that, jumping higher again.
consistent fairly fed number price running theme tied
There's a fairly consistent theme running through all of the markets, which is tied to the idea that the Fed is nearing the end of the tightening cycle. It was the combo that the Fed's done and the import price number was down.
adds distance economy fear headline striking today within
The headline thing today is oil. It's within striking distance of a new high. It adds more fear about how much the economy could slow.
certainly core fan fear inflation large pressure
You've got some real core pressure in the pipeline. By and large that certainly is going to fan a little inflation fear here.
commodity cyclical happens hit interest people prices question rates start stocks whether
You've got commodity prices and the cyclical stocks getting hit and all of that happens when people start to question whether the interest rates are biting.
certainly market rate reflecting throughout
You certainly see a market throughout which is reflecting rate worries.