422 ordspråk av Barry Hyman
Barry Hyman
The productivity numbers today (Thursday) and tomorrow's (Friday's) report do nothing to support a bullish market. I would be concerned if we saw the unemployment drop below 4 percent because that would show the economy is not slowing down.
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The productivity numbers were very good,
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The psychology is just not there for the economy to make any substantial move until we get through the Fed meeting. There's really no selling pressure, it's just tremendous volatility.
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The reaction [to the Fed minutes] was very emotional, and it is still undecided whether 5% is the end. We look at gold and commodities. These are inflation indicators.
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The reflection of what Cisco says is an absolute reflection of the economy. If Cisco is giving this forward look beyond the first quarter, then the suspicion of a possibility for a second half upturn may not be as evident.
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The retail sales numbers we saw should have presumed a rally but we had some selling in Hewlett-Packard and NBC Internet. During the day, people started to realize that retail sales were good news.
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The situation is very tenuous on the equipment side and any slowdown in demand in the equipment side of the equation, when you are priced to perfection, means these companies are still very expensive,
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The stocks that are up today are euro-based, ... Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
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The stocks that are up today are euro-based. Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
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The story (this) week is: Does it hold it or will it break it.
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The tame retail sales outlook helped the bond market. The market rewarded that with a very strong day. Financials and technology stocks righted themselves. We're on the cusp of taking out some important resistance levels.
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The traditional year-end rally didn't happen this year and the 'January Effect' doesn't look like it's going to occur. This is just a wait-and-see market right now that will continue to be driven by important catalysts, whether geopolitical or earnings-based.
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The trend with the earnings has been that if you beat the estimates strongly, you get rewarded, but if you miss, you get hammered.
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The war effort seems to be going extremely well, much better than people thought it would.
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The whole story this week has been about boosting and maintaining confidence.
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