Timothy Ghriskey
Timothy Ghriskey
belief benign closer data fed helped inflation market
The benign inflation data and the belief that the Fed may be closer to the end than had previously been thought has helped the market this week.
continue expecting mantra measured point
Everyone is expecting a 25-basis point rise. The mantra has been measured and we expect it to continue to be measured.
company economy gm growth knows miss oil reflective third
Everyone knows growth slowed in the third quarter, and so for a company like GM to miss is not surprising, considering that it's so reflective of the economy and impacted by oil prices.
costs cyclical debt high risk takes taking wrong
This is a very cyclical business. If an acquirer takes on debt to do this, there is high risk in that. They could be taking on a lot of debt and restructuring costs just at the wrong time.
causing market move unlikely
It's not causing a sell-off like it has in the past, but it does make it unlikely the market can move a lot higher.
although fear federal forward inflation might months next numbers people reserve week worrying
The fear that's out there is forward looking, with people worrying about inflation and what the Federal Reserve might do in the months ahead. So the numbers next week won't help, although we do get a lot of earnings, which is good.
economic either rally reports rest strengthen today undermine volume week
I like the rally today and the volume is good, but we still have a lot of economic reports to get through the rest of the week that could either undermine it or strengthen it.
august bonds certainly helped market money moving oil recent retreating stocks support
Oil was down a lot on the day and that certainly helped the market to support recent gains. There's also money moving from bonds to stocks here, with bonds retreating after the August run.
beginning lowering negative oil percent tone
Oil up two percent and Wal-Mart lowering expectations set a negative tone pretty much from the beginning of the day.
arabia attack financial meeting oil remains unsettling worries
Oil still remains the big uncertainty out there for the market. I think the attack in Saudi Arabia and worries about Friday's OPEC meeting are unsettling financial markets.
arabia attack financial meeting oil remains unsettling worries
Oil still remains the big uncertainty out there for the market, ... I think the attack in Saudi Arabia and worries about Friday's OPEC meeting are unsettling financial markets.
false flag green true wave
Is this a true rally, or a false start? ... Nobody's going to wave a green flag when there's a bottom.
both christmas consumer dominates good obviously pc software
It obviously still dominates the software space, and we think it's going to be a good Christmas in the PC sector, both for the consumer and for business,
attention captured dire few issues last market trading weeks
The issues that have captured investors' attention over the last few weeks have cooled down, but they're still there. We don't think the market is in a dire situation, but we don't think we're in anything other than a trading range.