Kent Engelke
Kent Engelke
biggest companies growth hit interest issue rates rather sensitive tech
The biggest issue for tech is interest rates. Companies sensitive to growth rates as well as interest rates are getting hit rather hard.
carefully consumer investors looking retail sales sign spending
Investors are going to be looking carefully at ... retail sales for any sign that consumer spending may be slowing.
aggressive carefully concern consumer elevated federal investors looking major monetary oil prices reasons reserve retail sales sign spending stance taken third
Investors are going be looking carefully at today's retail sales for any sign that consumer spending may be slowing. Oil is also up for a third consecutive day. We know oil is a major concern for the Federal Reserve and elevated oil prices are one of the reasons why the Fed has taken a very aggressive stance on monetary policy.
bonds both conclude monetary rationally stocks
If one only concentrated upon monetary policy, one could rationally conclude that both stocks and bonds would be crushed.