Timothy Ghriskey
Timothy Ghriskey
book certainly economic looked next numbers report
CPI is certainly the big economic report of next week. The Fed's beige book and some of the manufacturing numbers will be looked at as well.
buyers certainly good last opportunity provided week
We've had some very good earnings. Certainly the sell-off we've had in the last week or so has provided an opportunity for buyers to come back into the market.
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.
building calendars certainly clear coming fact favor highly historic market related seen since somewhat stock styles technology valued volatile wrong
We've seen a very volatile stock market since February. Different styles and sectors, like technology or financials, coming in and out of favor with no clear direction. There's nothing really wrong with techs. They are certainly somewhat highly valued by any historic measure, but probably not as highly valued as they were in February. We think, actually, come the fall, we could see a big tech rally, and that would probably be related to the fact that the IPO calendars are really building at the big underwriting firms, the big broker dealers.
action bad certainly days last lows market news prospect september several
The prospect of nearing the September lows is propping up the market. Certainly the news was bad last night, but the market action over the last several days has been more positive.
certainly economic improvement paper pulp stock
This is a pulp and paper stock, which is very leveraged to economic improvement, ... That's certainly a stock we like a lot.
above certainly crude dominating market moved oil pulled today
Oil is certainly dominating the market right now. Yesterday, crude moved above $60 but then pulled back by the close. Today you didn't see that.
august bit certainly direction fed influence market meeting summer time vacation
I think the August Fed meeting is a big overhang. And certainly the direction from that meeting will influence where the market goes. We could get into a bit of a summer doldrums here with August looming, from vacation time and all of that,
biggest certainly concern consumer economy gas kept pump
I'd say the biggest concern right now is certainly oil. The gas pump is squeezing the consumer and the consumer is what has kept the economy going.
good numbers saw
We saw some good numbers come out of GE and UTX, which bodes well for the economy, but I think we're still in this correction.
company confidence earnings industry metal outlook recovery remains road
These earnings really give analysts confidence that this company and the industry and the metal are well on the road to recovery and the outlook remains strong.
case clear economy life march muddy remain report terms waters whether
The waters remain very muddy in terms of the economy. Friday's payrolls report made the case that the economy still has some life to it, but it's not clear yet whether the slowdown in March was temporary.
case clear economy life march muddy remain report terms waters whether
The waters remain very muddy in terms of the economy, ... Friday's payrolls report made the case that the economy still has some life to it, but it's not clear yet whether the slowdown in March was temporary.
coming continue earnings economic estimates fourth increase longer reports seeing selling start strong support
Earnings have been coming in by-and-large at better-than-expected levels. But a lot of that has been priced in, and so you're seeing some selling on the news. But the profit-taking is short-term. Longer term, we should continue to see strong economic reports that support the rally, and we should start to see analysts' estimates increase for the fourth quarter.