149 ordspråk av Doug Porter
Doug Porter
Inflation is not necessarily showing up yet, but I don't think the Fed wants to wait around to see the whites of its eyes. It's gotten to a point where the U.S. economy is displaying so much strength that the market is almost telling the Fed it should act.
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It basically drove home the point that the economy was healthy before the hurricanes and indeed may have remained healthy afterward as well.
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It certainly looks like it's going to take one or two moves soon to slow things down. We're definitely leaning toward the view that they'll raise rates soon.
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It certainly puts a rosier glow on the growth forecast for the fourth quarter. I was getting ready to revise that one down, because there had been some many weak reports for November. This report saves the day.
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It clearly shows that the U.S. economy is very strong and isn't slowing down. That doesn't bode well for the possibility of inflation and it doesn't bode well for the outlook for the U.S. dollar.
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It seems that the technology sector bore the brunt of the downdraft, partly reversing the swell of optimism we've seen in the last couple weeks,
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It was a narrowly based rally, ... A lot of the big winners that had tremendous increases in the past ,just kept rolling along.
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It was a similar story to what we saw in 1999 when it was dominated by a vary narrow group of stocks, Bell and Nortel, but outside of that there was quite a bit of weakness,
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It was a similar story to what we saw in 1999 when it was dominated by a vary narrow group of stocks, Bell and Nortel, but outside of that there was quite a bit of weakness.
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It was Bell and Nortel again,
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It was hardly a convincing rally today,
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It was quite a roller-coaster ride...and quite a mixed picture,
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It will tell whether last month's inflation jump was a one-time fluke or something more sustained.
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It's almost as if someone pulled a switch in New York and decided to load into the economy-sensitive stocks.
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It's important that the U.S. markets are quietly turning forward themselves. There seem to be much better underlying sentiment for the tech stocks in the U.S. as well, so that's a big plus for the Canadian market.
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