Bonds clearly got a boost from the flight to safety. But looming on the horizon are the consumer and producer price reports and the CPI is going to be the most important, |
Bonds clearly got a boost from the flight to safety. But looming on the horizon are the consumer and producer price reports and the CPI is going to be the most important. |
Both candidates seem to be proposing roughly equal deficits over time. Both plan on cutting it in half but doing it by growing the economy as opposed to lowering the dollar amount. |
Clearly the far more important factor for tech is the relative strength of the economy. It trumps the dollar situation. But if the dollar improves, it does take the bloom off the rose for some of the sales numbers that companies have reported. |
Higher oil prices, concerns about rising interest rates here and in Europe, and weak economic data are all pushing the markets down today. The scenario is not clear enough for investors to support sustained gains in stocks. |
In the early 1990s, we were coming out of a recession and you typically expect a burst of tech spending. That's what we witnessed last year. That pattern is quite analogous. |
It doesn't take a lot of money moving into these stocks to move them higher. But valuations will put a cap on how far things will go. |
Lenders have less of a vested interest in maintaining higher credit standards because they bundle [the loans] and sell them off. |
Normally I'd say it's just a number but I think it's relatively important this time around. If we break through 11,000, it might be indicative of a general feeling that the economic expansion is more broadly based. |
Normally, you buy back a lot of stock when you don't think there's any reason to invest in your own company, ... Parsons hasn't ruled out Icahn's suggestions, but it's clear he wants his flexibility. |
Part of the reason we see inflation rising next year is the dollar. Clearly, there is upward pressure on prices because of the falling dollar. |
Protectionism plays well if you can tie it to outsourcing and jobs, |
Protectionism plays well if you can tie it to outsourcing and jobs. |
Rate hikes don't have to mean the death knell for tech spending. Fundamentals are still strong. |
Some of the tax proposals that are part of the Democratic platform do call for the rollback of dividend tax cuts. That has a direct impact on the stock market, |