69 ordspråk av Marc Pado

Marc Pado

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 Mergers are looking to help us hold our ground today.

 Most everyone has rather positive expectations for double-digit (corporate earnings) growth for the first quarter. That is already 'baked in the cake'.

 Net-net, there's probably plenty of oil in the market. OPEC left production quotas, so that's a plus for the market this morning.

 Nobody likes to fail in the fourth quarter. There are going to be companies that did well in the holiday season and they will be able to add to gains.

 Obviously the Iranian thing is a wild card and nothing's going to get resolved in the short term, but the earnings are really what's key to the market and any longer-term perspective.

 Overall, I think what it shows is the fourth quarter, despite good profit numbers, in terms of overall economic growth was not a very strong finish to the year.

 Post 'quadruple-witching', it would not be unexpected to see the market settle down a bit.

 Tech might get a little direction from how people trade Cisco today.

 The 10-year has been trying to anticipate the fed funds rate. As soon as (Fed policy-makers) made it clear that they weren't going to stop at 4.75 percent, there was a big jump.

 The bulls had a real opportunity. Earnings continue to roll in, and for the most part they are in-line or better than expected.

 The bulls have some work to do today.

 The futures are off to a slightly lower start after the [Group of Seven industrial nations] made a firmer call for China to accelerate the exchange rate of the yuan. The dollar got hit in response.

 The good jobs report bought the bulls a reprieve, and now it is up to earnings to carry the torch. We're still heading right into the seasonally weak February and March months in a bearish midterm election year with rates rising and oil prices rallying. Januaries tend to start strong, but it is how they finish that matters.

 The headline number probably isn't as important as the wages and average hours worked. Earnings are still the main driving force, and the jobs number is just a hurdle in our path.

 The market had been ignoring the recent run in crude, brushing it off as temporary emotional buying as a hedge against economic sanctions against Iran. Whatever the reason, oil is back up against all-time highs, and that was making the markets nervous.


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