Mark Bryant
Mark Bryant
determine earnings exceed few forecasts market meet negative
With so few negative pre-announcements, many of the earnings should meet or exceed expectations, ... So it's what is in the forecasts that will determine the market direction.
basis concerns earnings excuses good growth higher historic interest money people rates remain rise seeing willing
The concerns are still there and they will continue, but people are willing to find good excuses to put money to work, like yesterday, with all the good earnings, ... Interest rates remain at historic lows, so even if they rise 50 or 100 basis points, if we keep seeing double-digit earnings growth each quarter, the earnings will outpace the higher rates.
close looking needed raise
When looking at what is needed to close out the year, the only needed raise was 2 mills,
concern defensive economy few healthcare hit mostly names seeing sensitive strength today
There is some concern with the strength of the economy going forward, ... and that's why you are seeing the economically sensitive names getting hit especially hard. What few gainers you see today are mostly in healthcare and other defensive sectors.
across budget months revenue six
Six months into the budget we were under budget on revenue across all the courts,
holding mid pattern pouring quarter ready second sort start
I think we're sort of in a holding pattern as we get ready for the second quarter earnings, which start pouring in around mid July,
boost likely news provide tomorrow
I think any news out of OPEC tomorrow is likely to provide more of a psychological boost than anything else,
estimates line number roughly shake stock varies widely
I think a payrolls number that varies widely from estimates will shake up stocks, ... But as long as we're roughly in line with forecasts, there probably won't be much stock reaction.
built fed market percentage raise rates recent reports since upset
I think it's pretty much built into the market the Fed will raise rates by 25 percentage points, ... If they don't, that may upset the market, particularly since some of the recent (economic) reports have been weaker.
dollar increase mill nearly
The 2 mill increase translates into a dollar increase of nearly $1.2 million,
admonish bit congress jump knows markets might understanding unlikely
I think the understanding is that he might admonish congress a bit on spending, but otherwise, he is unlikely to say anything that would ruffle the markets, ... He knows how the markets jump on his every word, so he'll be careful.
martina stay
Martina often wondered, 'If it's so much better there, why stay here?'
basis expecting june move number people point rates rise sign soon starting
People are starting to move from factoring in a 25 basis point rise to expecting a 50 basis point rise, ... If Friday's number is particularly strong, people may take that as a sign that rates will rise as soon as at the June meeting.
mark share
While Mark and I share the same loss, we do not share the same experiences,