Some of the content parts of the media side like Seagram and Thomson seem to be benefiting so it seems fairly wide spread. |
Sooner or later it will be appropriate for the Fed to pause, regardless of whether or not we get a signal in that direction. There is no reason for them to invert the yield curve. Inflation is contained and the economy is okay. I don't see a reason for them to take the risk of keeping raising rates. |
Stocks suffered today as concerns about inflation, higher oil prices, earnings and a new hurricane mounted. The outlook is a bit uncertain, and uncertainty is never good for stocks. |
The earnings themselves are not enough to lift the markets higher. We need a benign Fed to lift the markets. |
The euro has been going down for two years, so I have to wonder if these guys are keeping their eye on the ball, |
The euro has been going down for two years, so I have to wonder if these guys are keeping their eye on the ball. |
The expectation for earnings growth to slow down is pretty widespread on Wall Street. |
The Fed is close to finished with raising rates. Inflation in the U.S. is moderate. |
The main focus today is the Fed. After the decision, investors will once again focus on the fundamentals of the U.S. economy and on company earnings. |
The market is now factoring in that first-quarter earnings will likely be below consensus. And the reality is that economic growth is probably going to be between 3.5 percent and 4 percent, which is good but maybe not as strong as what some people were hoping for. |
The market is showing the classic signs of the beginning of a cycle, a new bull market. |
The markets themselves are in sort of a show-me kind of a mood. They're saying with respect to earnings, we'll believe it when we see it. |
The mood in the stock markets is constructive and today's report, showing that inflation remains benign, is helping to take away some fears of further aggressive rate rises. |
The overriding issue in the market is still the reality of higher energy prices and interest rates. It looks like these things are holding the market back, even though earnings are good and the economy, both here and globally, seems OK. |
The rebels have melted into the jungles and we are now helping the terrified passengers, including, women and children vacate the area. |