The company being such a marquee name, it may hurt other tech shares and push the Nasdaq down. |
The concern (about ECB rates) is that the firmness we've been seeing in the dollar is because they were raising rates and the Europeans weren't, ... If they start raising rates, that firmness evaporates, and our investments don't look as attractive as they did last week. |
The concern is about how much the economy picks up and how quickly that translates into earnings growth for corporate America. |
The decision being expedited is good news, ... There's light at the end of the tunnel. |
The dollar will continue to run lower, but it's not the end of the world. A weak dollar benefits about a third of the companies in the S&P 500 and oil prices are moving in the right direction. |
The door being open for further rate cuts is bad news. We don't need further rate cuts, we need stability in the economy, ... We do care that we oversold yesterday and there's relatively positive news on the semiconductor front. |
The economic news can best be characterized as mixed to weaker, ... And we're still coming to terms with oil prices around $51 a barrel. |
The equities markets are very forward pricing mechanisms so the (corporate) news you're hearing has been priced into the market, for the most part. The news that you should focus on is what will be suggested in the commentary that comes out because we're trying to invest for fourth-quarter growth. |
The equity market is a very forward pricing mechanism, ... I think what's going to happen to Microsoft happened over the past few weeks. The damage has been priced in. |
The Fed cuts rates because they're worried about the economy, ... They're not as worried because they only cut rates by 25 basis points, so things are getting better and there's stabilization. |
The Fed disappointed us short term, ... The economy looks better than it did in December and the Fed knows more than we do. |
The Fed knows more than we do about the economy -- they can look around the corner and see the economy turning around, |
The Fed said rates are going higher, which was no surprise, ... But when you're in an interest rate rising environment, all the smatterings of what would be considered good news look like a confirmation that rates will rise. |
The Fed said rates are going higher, which was no surprise. But when you're in an interest rate rising environment, all the smatterings of what would be considered good news look like a confirmation that rates will rise. |
The Fed will take the rising price of oil into consideration when it meets, ... The market is still pricing in a rate hike at the end of June, but the question becomes what happens if oil stays above $42 a barrel. |