Timothy Ghriskey
Timothy Ghriskey
aggressive alan basis fed greenspan happen knows market needs points prepare raising rates start talk
The talk is that the Fed is going to be getting more aggressive soon, and may start raising rates by 50 basis points at a time. It's not going to happen this time, because (Fed Chairman) Alan Greenspan knows he needs to prepare the market for this in advance.
boost earnings market seem
It doesn't seem like corporations want to boost their earnings projections as much as the market would like.
bear conditions expect levels lift major market rally technical today
I think this is a technical bear market rally that we could get today (Wednesday) on oversold conditions after we went through some technical levels on the major indexes yesterday. So we can expect the market to lift up some,
bet great investor investors market proved sector technology year
If anything that this year has proved to investor or should have proved to investors is don't bet on just one sector of the market even if it is technology with that great growth,
affect economy leadership market period seems terms
This seems to be a period where the market is very unsettled. There's really no leadership and that's because there's a lot of uncertainty, not only about the Fed, but in terms of where the economy is going and how that will affect corporations.
across crude impact market oil price reflected reverse saw
We saw crude reverse from the morning, and the market rises. The price of crude oil has such an impact across the economy, and you see that reflected in the market.
bounce concerns correction february huge looking market monday partly response run weak
We had a correction, partly because the market had this huge run and everyone was looking for a correction, and partly in response to the weak February payrolls number. We had a bounce off that correction Monday and Tuesday, but concerns remain.
again good leading market relative sector seeing seen sign strength technology
Yet again we're seeing relative strength in the technology sector and we've really seen this for about a week. Big Tech is leading the market and that's a good sign for that sector.
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.
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.
feed market rally reluctant shows
It was a very reluctant rally but it shows how much the market can feed on itself.
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?,'
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.
bit earnings economy higher improving justify lifted markets mood positive proof stock summer translated
We're into a bit of the summer doldrums. There have been a lot of positive earnings surprises, but the anticipation of that has lifted markets for months, with little proof that the economy is improving enough to justify those earnings. So the mood is more upbeat, but that hasn't translated to higher stock prices.