John Augustine
John Augustine
affect attention catch concern concerns consumer energy force gas head leave natural oil spending transition
Energy is going to catch the attention of the market. It's probably a force that's not going to leave because we're in transition from concern about oil to concerns about natural gas and how that will affect consumer spending as we head into winter.
currently faster focused follow force great growth hand markets rates seen
Markets are now focused squarely on inflation. Will it follow the great growth we've seen and force the Fed's hand to take rates up faster than the market currently anticipates?
currently faster focused follow force great growth hand markets rates seen
Markets are now focused squarely on inflation, ... Will it follow the great growth we've seen and force the Fed's hand to take rates up faster than the market currently anticipates?
far financial hearing markets
So far financial markets like what they're hearing from the chairman.
break earnings round until
We could be into mid-July until we see the Dow break that record. It may take another round of earnings to give it that push.
downward driving earnings issues pressure stay stock testing top
Earnings are driving the testing of the top end for the S&P 500, but geopolitical issues are here to stay for some time. That will put downward pressure on the stock market.
activity bring catalyst energy good holding looking mergers mixed news stock upside
Big institutions are holding back their own capital. They're looking for an upside catalyst for stock prices. Any activity on the mergers and acquisition, buy-back or dividend fronts, mixed with good news out of energy or the Fed, would be a catalyst to bring the big institutions back into stock market.
activity looks trading
The trading and the underwriting activity looks favorable.
break ceos corporate good market neutral opportunity stock upwards
The stock market has an opportunity to break upwards if corporate CEOs and CFOs say some good things, or at least some neutral things, about the outlook,
certainly energy fed jobs market moves prices sideline stock
The stock market certainly got what it wanted in a lower-than-expected jobs report. If the Fed moves to the sideline and energy prices stabilize, those will be two headwinds out of the way for the stock market in 2006.
belief break coming consensus market observers strong turn views
Many market observers are coming out with the belief that the market will break upward after the election. Such strong consensus views often don't turn out to be a reality.
became companies earnings euphoric occurred targeted
What we think occurred is that analysts became too euphoric about earnings expectations at some targeted companies and, unfortunately, they were the first ones to report.
afternoon bound damage feared happens investors likely might pressure rally seems selling stocks storm strong
It seems the storm is not going to be as strong as we feared and that was enough to take some of the selling pressure off stocks today. We are not likely to see real stock-buying this afternoon as most investors still want to see what happens with the storm during the weekend, but if damage is minimal, we might be bound for a rally on Monday.
labor market memorial sell stock until
This may be one of those years in the stock market where you'll want to sell on Memorial Day and go away until Labor Day.