Tim Ghriskey
Tim Ghriskey
clear combined demand fed further likelihood rate statement stocks
The Fed statement was clear about the likelihood of further rate increases. That outlook, combined with Dell's warning, was enough to damp demand for stocks today.
clear combined demand fed further likelihood rate statement stocks
The Fed statement was clear about the likelihood of further rate increases, ... That outlook, combined with Dell's warning, was enough to damp demand for stocks today.
change depress fed gone growth investor opinion period sea simply trying
There has been very much a sea change of investor opinion here. We've gone from a period where the Fed was simply moderating growth to a period where the Fed is trying to restrain growth or even depress growth.
certainly early ease fed growing late lower markets might move next perception rally spread technology
I think there is a growing perception that the next move by the Fed could actually be to ease -- in other words, lower rates. Now, we're not going to see that certainly before the election, but we could see it late this year, early next year. I think as that perception might spread through the markets and become the consensus, we could actually see a rally in technology stocks,
estimates negative rate tax
Initially, the tax rate was a negative surprise. Estimates were at 26%.
earnings energy excited higher influenced lower market perhaps prices stocks
Earnings in 2006 will be influenced by a combination of higher rates, energy prices and perhaps even lower demand. The market is not excited with stocks right now.
driving earnings factor fee full increases kick major peak season
After the peak season ends, the fee increases will kick in and that will be a major driving factor in boosting earnings for the full year.
advantage definitely detroit rooting
I'm definitely rooting for Detroit just because of that. You want to have any advantage you can.
against companies competing industry needs strengthen stronger
It will strengthen two companies that aren't particularly strong. The industry needs that consolidation to make them stronger against competing technologies.
continue help incentives lose market seem situation wonder
They continue to lose market share. Incentives didn't seem to really help the situation here. You have to wonder if the incentives are really the right way to go.
cuts pay similar types unions
Cuts like this were important to negotiations with the unions for similar types of cuts in unionized pay structure.
both earnings revenue
Earnings and revenue were both significantly better than expected.
impediment legal market positively pushing ruling survival though tobacco
Even though this was a well-anticipated reversal... the market still has reacted positively to the ruling in pushing up tobacco stocks, because this removes yet another legal impediment to the survival of the industry.
face oil positive prices spike
Big positive surprise, especially in the face of the spike in oil prices in August.