John Caldwell
John Caldwell
case data economic fed further growth market raise rates solid sort
Any sort of economic data that is going to make the case for solid economic growth but no need for the Fed to raise rates any further is going to be well received. The market is comfortable with one or two more rate hikes, and then a pause.
against bit couple cycle earnings economic last line point season tough
It's an earnings season very much in line with what we anticipated. We're at the point in the economic cycle and in this earnings cycle where a little bit of a slowdown is not too surprising. You're up against some pretty tough comparisons over the last couple of years.
dictate economy-and-economics forefront lesser market minds
At the forefront of investors' minds are going to be earnings, and to a lesser extent, the economy. I really think that's what is going to dictate how the market behaves.
depending holiday lie season tastes
It's going to be a choppy holiday season for retailers. There will be haves and have-nots depending on where consumers' tastes lie for the season.
expected reaction
This is the kind of reaction everyone expected yesterday,
book culture few online people sell stars
There's a new culture of online stars being born. Those people could write a book and sell a few copies.
claims continue districts driven drivers dropped insurance last lean liability miles number operations remain row safe thanks three
Thanks to our drivers, the districts liability insurance claims have dropped over the last three years in a row while the number of vehicles, drivers and miles driven continue to rise. Operations are about as lean as they can be and still remain safe and efficient.
against difficult earnings growth investors looking straight
Once we get to 2006, you come up against two straight years of very difficult earnings comparisons. We're looking for a low-teens earnings growth rate. It's very healthy, but it's not enough to get investors excited.
earnings economic good growth looking market quarter remain solid underlying
The underlying fundamentals of the market still remain very healthy. We are looking at good solid earnings growth in the first quarter and economic growth that has bounced back.