John Caldwell
John Caldwell
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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.
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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.
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Some of the reason the market rallied in the previous month was because of oil going back to the mid-$50s. When you take a look at the cold snap, accompanied with the rise in energy prices, it gets a lot of investors concerned.
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Clearly it's going to have some impact on the market if there is damage that will keep the port 3/8 closed.
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After the market rallied hard on the Fed minutes earlier this week, the perception had been building that good, but not strong, economic data is positive because that signals the Fed having to raise rates less. It's one of those cases where good news is bad news for the economy.
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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.
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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.
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Everyone's trying to put a housing angle on almost any investment trend.
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There is always a heightened element of concern during early-morning hours of darkness.
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There are noticeable recoveries. Just in the health care sector, the DRG index is outperforming the overall market, and Pfizer is the largest component. Clearly, there's something favorable happening in that group, but it's not the only one.
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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.
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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.
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With the increased focus on the potential of an economic slowdown, driven by the higher energy prices, anything that comes out of the economic data to either support or refute that is going to be key.
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To be able to post another double-digit gain is pretty impressive. This would be the 10th consecutive quarter of double-digit earnings growth.