Jon Brorson
Jon Brorson
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We got a lot of earnings and so far so good. The trend is going to be up, frankly, because the economy is chugging along, even with $74 dollar oil, amazingly.
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It seems the confluence of events, with Delphi, and the week you had last week, you start out here pretty tepid. I am not putting much stock in what the earnings are, but I think investors are waiting to hear what the companies would say about the outlook.
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Our forecast was for earnings to come in around 13 percent year-over-year growth, and they're on track to do it. They are surprisingly better than expected, and outlooks have been good, generally speaking.
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I think earnings will be good this quarter. The pre-announcement season was very innocuous.
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People are looking for commentary from Greenspan and other members of the Federal Reserve, ... Earnings have been great over the last year and half, but the market hasn't gone anywhere, and it's because the Fed's sitting on the market.
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The market is just awaiting for the earnings season to begin. October, for whatever the reason, always has a rough start. For some reason, the market has a problem with the month.
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We might start the day with some gains in stocks on the back of the good reports that came this morning. But with concerns over oil, and inflation down the road, investors may take the opportunity to take some profits.
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Energy's acting well even with the price of crude down thanks to the Exxon upgrade. That's why we're falling more on the positive side.
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Energy has been pretty darn strong even with the price of crude down. In fact, the only real negative sector is consumer discretionary, because of the horrendous consumer sentiment numbers.
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I would hope that the market will try to rally here, and bounce off these key support levels. If it doesn't bounce real quick in this area, we could have some real problems.
I don't think its going to have much of an impact.
good
Caterpillar had good numbers. That's got to help.
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Sitting on the market has been this 800-pound gorilla, King Kong of the Federal Reserve, and when you remove this gorilla ... I think stocks can work their way higher.
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We've had quite a run over the last three weeks, and I think the equity market is going to have a little bit of profit-taking, especially in light of a no-news day.