Jon Brorson
Jon Brorson
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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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It seems like maybe some new money may be coming to work at the start the new quarter.
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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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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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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.
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We've never seen a recession without the yield curve inverting, but the corollary is not true: Just because the yield curve inverts does not mean we're going to have a recession.
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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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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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People are real skittish after the sell-off on Friday. That was a pretty nasty bump.
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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.
I don't think its going to have much of an impact.
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Today, it can be summed up with GM, eBay and metals and mining stocks. It's all related to earnings, and it's a mixed bag.