Timothy Ghriskey
Timothy Ghriskey
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.
front issues markets rates regarding weeks
The two issues regarding rates that have been in front of the markets for weeks have been 'when will rates rise, and by how much?,'
biggest concern consumer crude earnings global issue levels news remains
We've had some not-great earnings news, such as GM. But to us, the biggest issue remains oil. Crude up at these levels is a concern for the consumer and for corporations on a global level.
accounting confidence corporate couple days investor issues last loss market primary punished
I just think there's nothing that's come out over the last couple of days that counters the primary issues (that) the market has been punished for over the last couple of months, which is loss of investor confidence over corporate malfeasance, accounting and terrorism,
events issue market oil seems today
Overall, the issue for the market right now is oil. Today it seems to be about the events in Nigeria, but with oil it's been just one issue after another lately.
caused collapse dealt iraq issues last leg process resolution seeing
We really think we're seeing a bottoming in the market. We think the issues really have been dealt with that caused the real collapse of the market. We think we're in a bottoming process that can last a while -- we think the last leg of it is resolution of the Iraq conflict.
caused collapse dealt iraq issues last leg process resolution seeing
We really think we're seeing a bottoming in the market, ... We think the issues really have been dealt with that caused the real collapse of the market. We think we're in a bottoming process that can last a while -- we think the last leg of it is resolution of the Iraq conflict.
beyond bond both initial issues morning number rally range remain stock stuck until
The CPI number this morning sparked a rally in both stock and bond markets. But beyond the initial reaction, I think we're going to remain stuck in this range until other issues get resolved.
beyond bond both initial issues morning number rally range remain stock stuck until
The CPI number this morning sparked a rally in both stock and bond markets, ... But beyond the initial reaction, I think we're going to remain stuck in this range until other issues get resolved.
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.
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.
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.