John Davidson
John Davidson
chairman fed represents
We've had the same Fed chairman for so many years that we have a standard. He represents an unknown, to an extent.
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If stocks keep deteriorating and the Fed were to cut rates in a coordinated response with the Bank of England, you could see some short-term positive response,
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The Federal Reserve's objective is two fold -- price stability and employment growth. All too often we think it's the Fed chairman's job to manage the stock market, when it's not.
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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.
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I'm looking for a recovery in the economy in the second half of the year, contingent on a continued aggressive Fed and a tax cut. I see a consumer-led recovery in the second half and that will help give us an earnings boost.
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I've talked about Key Energy Group for a while, and Capstone is one of the companies that's building these micro turbines that I think actually just reported last week and had a more negative number than expected because they've ramped up some of their production, As a result, that hit their expense line, ... But I think that's a good idea going forward.
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Energy's off a little bit today, but it doesn't mean that energy is going back down. We're starting into an earnings season and earnings will start to have an effect.
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Earnings have been strong and will continue to be strong, but there's a worry that rising rates will mean the multiple on the earnings will be less.
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Salaries are going to come down. I'm hearing the players have already offered a 5 percent give-back, so that's the starting point for negotiations.
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Even just a month ago, prior to the release of the March payrolls number, there were some investors betting that rates wouldn't rise until early next year. Now, after two months of higher payrolls, it seems likely rates are set to rise, and so there's a certain throwing in of the towel for some investors.
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Don't forget about the Gretzky factor, ... Don't underestimate him. He may take this team and give them a heck of a chance to get in. He'll bring something to the table that will make players give that extra effort that may win them a few games. He thinks way ahead of most people.
might next week
CPI and PPI next week could be a little light, so that might get some attention,
both series
You look at every series on both sides, this is great. I don't see a series that's going to be four-and-out.
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This will showcase contemporary Scottish design talent in an accessible way.