Art Hogan
Art Hogan
coming might numbers surprise upside wages
We've got some big numbers coming out (Thursday). Any upside surprise to wages might put a little spook in the market.
coming expense flood hottest money technology
We still have a flood of money coming into technology at the expense of these old-economy stocks. If you look at the sectors that make up the Nasdaq they are sectors that are the hottest in our economy.
acting coming companies creates deal determines drag earnings economy global great investor investors natural next oil price quarters reports start three
The price of oil is acting as a natural drag on the U.S. economy and the global economy. It creates a great deal of investor uncertainty, ... as earnings reports start coming in, it's going to be what companies tell us about the next three quarters that determines if investors get off the sidelines.
coming data earnings economic great marquee whether
We need a significant catalyst. Whether it be great second-quarter earnings or blowout economic data or some marquee firms coming out with a mid-second-quarter preview.
coming euphoria wear
This euphoria is probably going to wear off for the Nasdaq and Dow coming into tomorrow.
coming forward great news
I don't think we can look forward to any great news coming out in the September-October period.
above coming confidence confirm consumer goes move number reports sentiment
There's an unbelievable number of reports coming out, any number of which could move us one way or the other, ... If we have a blowup in the jobless claims, and it goes above 400,000, if the consumer sentiment number doesn't confirm today's consumer confidence number, you could see some selling.
ahead fear fourth gotten hold negative ourselves
I think we got oversold, not on negative news, but on fear that we'd gotten ahead of ourselves and that things can't hold up in the fourth quarter,
calendar cycle difficult earnings economic generate interest natural news quiet reports slowing vacuum
I think we're going through this natural vacuum in the news cycle where we have a quiet economic calendar and the fourth-quarter earnings reports are slowing down. It's difficult to generate any interest in the market.
clearly effect equity exaggerate low strange summer tends vacation volumes
I think we're clearly in summer vacation mode, so we're going to have low volumes -- which has a strange effect on equity valuations and tends to exaggerate moves,
investors later start
I think we'll start getting investors into the marketplace later in the first quarter,
market price second stock trying
I think we'll see the stock market trying to price that (rate cuts) in the second quarter.
options
I think we need to get through the options expiration tomorrow,
hold market rally start
I think this market can hold on to this rally and start trending higher.