Ned Riley
Ned Riley
ahead happens jobs report
The jobs report is the cornerstone of the week. But a lot happens ahead of it.
appears consumer happened report retail sales spending today
What really happened today is the retail sales report set the right tone, ... It appears that consumer spending is down.
earnings investors leader light looking needs reports technology though
Technology needs to be the leader on the way up, because it was the leader on the way down. Even though the earnings reports are miserable, there's a light at the end of the tunnel. That's what investors are looking at right now.
feeling investors report terms wage
The report will give investors some feeling in terms of wage trends, and inflation,
bond bonds favorable less market negative rally report stocks
I think the bond market has already discounted a favorable report but not a negative report, ... If we see something less than 150,000, bonds will rally and stocks may, too.
based commentary decent earnings future holding huge investors january meeting rally reporting reports weeks
The rally in the first two weeks of January was based on expectations that we would have a decent reporting period. Largely, that's been true, with many earnings reports meeting or topping estimates. But unfortunately, the commentary about the future has been a huge downer. That's one of the things holding investors back now.
companies far financial high interest rates reporting seen stocks tech
I think the story is going to be the same going forward. We're going to see the tech companies reporting well. But the high interest rates we've seen so far have undermined some of the financial stocks and drug stocks.
breath calmed claims declined holding labor people report saw shares sold tomorrow yesterday
The unemployment claims declined a little, so that calmed some nerves. We saw some short-covering (buying of shares sold short) yesterday (Wednesday) and we may see more of that today, but I think people are holding their breath a little for the labor report tomorrow (Friday).
celebrated next report
The May payrolls report will be the celebrated one next week, and there may be some controversy around it.
earnings host pain prior punishment reports slow work
The fundamental environment, because we still have a whole host of earnings reports to come out, could work to slow the rally. But much of the pain and punishment has already been absorbed prior to the end of the quarter.
earnings grow growth level ratio reasonable relative stock
I like Merck, in particular, because here's a stock that's retreated dramatically from its high, but still has its earnings growth-rate intact, ... This company, I think, can grow about 13 to 15 percent. And its price-to-earnings ratio now is getting down to a level that I think is very reasonable relative to its long-term growth rate.
environment fairly greenspan market react reluctant revisit strong talk
I'm reluctant to revisit things like talk of the 'Goldilocks economy,' but what I think you did see the market react to is Greenspan outlining an environment that is balanced, but with a fairly strong upward bias,
accounting automatic ceos community companies exercise experience investing rote seemed taking totally treat uplifting viewed
It's something of an uplifting experience for us in the investing community to see that companies really are taking their accounting seriously. An exercise that CEOs seemed to treat as rote and automatic is viewed totally differently.
clearly ebay followers given guidance help mercy rest
EBay was given no mercy after hours. Followers were very dismayed by the guidance and that clearly was no help for the rest of technology.