81 ordspråk av John Manley
John Manley
Our official forecast is they'll cut them(rates) twice. They'll cut them in the first quarter, they'll cut them in the second quarter.
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People are incredibly intolerant of even the slightest hint of bad news,
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Technically, 5,000 is an arbitrary number. It's like turning 50 or 40. Does it matter? Are you a lot older one day to the next? But it is a milestone.
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The absence of fear is gone -- we're seeing the lack of the absence of fear.
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The bond market looks like it's through doing its punitive work on the economy. Four months ago, the long bond was 10 percent above its 52-week average. That back-up slowed the economy down. Now it's back to its average yield. That's very positive for stocks.
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The fact that the bond market is rallying today is a plus. If this ends up being a bear market, it will be one of the first ever that began when interest rates are down.
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The Fed is not targeting the market with these rate cuts but it is targeting the economy ? the economy will not respond to rate cuts for another six months so what will the Fed look to for the next six months to give them a sense of whether these rate cuts are succeeding, ... My answer is 'the market'. Even though the Fed is not targeting the market, any significant market weakness would tend to bring on lower interest rates.
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The higher bond yield is weighing on stocks. There is a perception the Fed is unhappy with how strong the U.S. economy is.
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The idea is to invest it early in the year. There's a reason for money to go into the market in January, and that's what tends to give January the reputation for being strong.
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The pre- announcement season has been fairly mild.
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The rapid rise does tell you something that we know already -- the market is so starved for good news that it doesn't take much for the market to go up.
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The reward money is for his arrest — it has nothing to do with a conviction or anybody testifying in court, ... His arrest, that's what this money is about.
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There are a lot of tech stocks out there to choose from. You can buy IBM ( IBM : Research , Estimates ), a good company, with rising growth rate expectations - you don't have to focus on this or that dot.com.
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There was a growing feeling last year that war would be averted. That seems less likely now.
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There's clearly a lot of money that either was in stocks or could be in stocks. It's just sitting out there now.
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