John Davidson
John Davidson
energy good higher improving increasing looking result sector
If you are looking for a sector that has good earnings, I think the energy sector is having increasing and improving earnings, as a result of the higher energy prices,
committing grow investing investment lead market next people rent retirement saving technology waiting
If you're out of the market you need to be in the market if you're saving for your long-term retirement or for other elements, ... People have been waiting on the sidelines, not committing as much new money. I don't think you should be investing next week's rent check, but your long-term investment is going to really grow in the market, and technology will lead that.
ahead current due money next people reluctant report view weapons work
If you look out into next week, you've got the weapons report from inspectors due and the current view is that people may be reluctant to put money to work ahead of that.
attempt change fed recent signal
In recent years, the Fed has made a real attempt to be transparent, ... If they are going to change direction, they are going to signal it first.
continue housing
Housing will continue to be one of the economy's pillars, but it can't do it alone,
ceos crisis cuts help people process rate signing
But ultimately, rate cuts are not going to help the crisis of confidence. This is a process that is going to take a lot of time. We need to see CEOs signing off on the earnings. We need to see people getting prosecuted.
aware guarded knows wacky
He's very guarded and very aware of his surroundings. He knows we live in a world of wacky lawsuits.
focus modestly next wall week
But I think people's focus next week is not going to be Wall Street, it's going to be the holidays. I think you'll see a modestly up week.
core lies primary
Agriculture is our primary focus. It lies at the core of our winemaking.
both built continue domestic earnings forecasts gross largely positive product upgrade
The earnings continue to be positive and analysts continue to upgrade their forecasts on both earnings and gross domestic product growth, but the expectations are largely built into the market.
answer consumer crucial question time
The crucial question is: What does the consumer do now? The answer will take some time to determine.
corporate earnings expecting leads market maybe rebound six
The market typically leads earnings rebound by about six months. Maybe market participants are expecting a fourth-quarter rebound in corporate earnings.
employment market process seeing strongly weak
The market reacted pretty strongly to Friday's surprisingly weak employment report, and I think you're seeing the market in the process of digesting that now.
belief bouncing claims few fully market morning next number pick rally reflected seeing seen start weekly
The market has now fully reflected its belief in a second-half pick up, but for the kind of rally we've seen to continue, you're going to need to start seeing evidence. The weekly jobless claims number this morning is a start, but it's not enough. We could be bouncing around in the next few weeks.