Alan Ackerman
Alan Ackerman
concern fact overall overly picture remains ship tough turn
I think there's some concern with the fact that GE is a tough ship to turn around overnight, and that GE's overall picture still remains attractive, but not overly so,
ahead best concerned growth higher hurt interest people protect rates stocks themselves
People are concerned about higher interest rates ahead and they think the best way to protect themselves is to own growth stocks that may not be as hurt by higher rates,
aware choose leaves people reasonably selective time
This is still a time to be reasonably cautious. The durability of rallies leaves lot to be desired. People need to be selective in what they choose to buy, and they need to be more internationally aware than they were before.
appears blue chip cycle earnings interest likely lower money names prompt rate rates seeing terms
A lower interest rate cycle is under way and lower interest rates are likely to prompt more money into the markets, ... For now it appears to be a 'safety first' posture, so we're seeing money rotating into better blue chip names that are more predictable in terms of earnings flow.
bottom confidence continue dent difficult divine earnings individual market nasty price reaching
Earnings warnings continue to dent confidence and the price of individual issues, ... This is a market that's nasty and negative. It's difficult to divine if we're reaching a bottom or not.
business current likely microsoft overall pill previous ruling
The Microsoft ruling is a pep pill for business overall because it indicates the current (White House) administration is likely to be more pro-business than the previous administration.
filled halt might orderly rather trading
Even if a trading halt were put in, it might be 'something to do about nothing,' ... This is an orderly drop, rather than one filled with panic.
ahead cash doubt market moving players selling taking weekend
There's so much doubt out there ahead of this three-day weekend that many players are just selling into the market -- taking their cash and moving to the sidelines,
bargain economy economy-and-economics feeling hunters next slow year
Bargain hunters are surfacing today. The feeling going into next year is the economy is going to slow down.
gains likelihood market move next
I think gains in the market have outrun fundamentals. The move has been too much too soon. I see the likelihood of a pullback next week.
attempting corporate earnings less looking managers market moved next portfolio quarter stocks terrific visibility
The market is attempting to stabilize after a terrific run, ... Many stocks moved up without any fundamental underpinnings and corporate earnings, by and large, look less than impressive. Portfolio managers are looking for visibility of earnings over the next quarter or two.
balance based cut economy federal helped interest jobs market number perk rates reserve though weak
The jobs number was fuzzy, even though on balance it helped to perk up the market, ... Based on that number, the market is now factoring in that the economy is not weak enough for the Federal Reserve to cut interest rates in its Sept. 24 meeting.
earnings hanging hats investors next optimism
Earnings, by and large, are what investors are hanging their hats on, ... Some earnings improvements have prompted some optimism, but we'll know more about that next week.
highly market people pick remains
The market remains highly selective. People have to pick their spots,