Art Hogan
Art Hogan
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.
december economy fed knows looks short
The Fed disappointed us short term, ... The economy looks better than it did in December and the Fed knows more than we do.
aggressive came economic economy fed global longer months nine rate six starts swing
Historically, six to nine months after rate cuts, the economy stabilizes and starts to swing in the other direction, ... But a lot of things are different this time. The Fed came off an aggressive tightening mode, and there's a global economic slowdown. It's just going to take a while longer this time.
broader compared concerned data economy half investors lows market process second sector services surprise terms test
In terms of the thought process on the economy, today's ISM data on the services sector didn't help. It didn't really come as a surprise -- but, having said that, the broader thought process that the economy isn't doing well in the second half compared with the first half has investors concerned that we may need to test the lows of the market again.
economy economy-and-economics few harsh past recent sends signal storms weathered
It sends a signal that the U.S. economy has weathered some pretty harsh storms over the past few years and in recent months.
brought economy-and-economics gains garner positive proponent talks terms wall
(Greenspan's) a proponent of what productivity gains have brought to this new economy, ... Of all the things he says, the least hawkish is when he talks about productivity and the new economy. In terms of Wall Street's reaction, I wouldn't say we could garner anything but a positive feeling.
continue economy fed perhaps slowing
If we can continue to see (the economy slowing down) perhaps we're done after Tuesday's Fed meeting.
bets concerned economy people slowing
Obviously, we are still concerned about how much the economy is slowing going forward. There are a lot of people who aren't making bets on this marketplace.
broader compared concerned economy economy-and-economics half investors lows market process second surprise test
It didn't really come as a surprise -- but, having said that, the broader thought process that the economy isn't doing well in the second half compared with the first half has investors concerned that we may need to test the lows of the market again.
came capacity economy overly production robust
An overly robust economy came to a screeching halt, so there's much more of a backlog of production capacity and inventory,
affects both economy economy-and-economics equity growth revenue slowing strong trend ways worrying
You can't have it both ways -- the economy can't be strong and have us worrying about revenue growth going forward, so it has to be the trend is slowing and how much that affects equity valuations going forward.
activity billion boon companies economy good great moves
It's a good day for the market, ... It's a great boon for the economy when you've got more than $70 billion in M&A activity (mergers and acquisitions), and these companies are making these moves because they think the economy is getting better.
consumer economy good remember turn
It's good to remember that it's the consumer that's going to turn this economy around -- and if the consumer is out there spending, that's a good sign,
corner economy fed knows turning
The Fed knows more than we do about the economy -- they can look around the corner and see the economy turning around,