Walt Czaicki

Walt Czaicki
favorable good market nervous numbers starved tomorrow
While this market is starved for good news, it is still nervous -- if we don't see favorable numbers tomorrow it could be a negative.
activity concerns effect fed key leads likely market return saw stock volatility wealth
One of the key concerns of the Fed has been the wealth effect that the stock market has created. And with the market that we saw this morning, we're likely to see more volatility going forward, especially if it leads to more muted market activity on the return side.
certainly closer dose fact good resolution
This (Greenspan speech) is certainly a dose of good news, coupled with the fact that we may be getting closer to a resolution to the election.
market nervous
This is a market that has been nervous for some time.
amount telling tremendous
I think what this is telling us is there's a tremendous amount of uncertainty that's out there these days.
balls earnings focus further investors key looking theme
Investors are really looking at earnings expectations. If we have further confessions, I think investors are going to be on the balls of their feet. I think the real focus is going to be on earnings trends. That's really going to be the key theme here.