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.
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The increase in wages was the piece that really speaks to the inflationary pressure. The fear is that the Fed doesn't stop in March, that it continues through May. If corporate America's borrowing costs go up, that makes stocks less attractive.
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The Fed disappointed us short term, ... The economy looks better than it did in December and the Fed knows more than we do.
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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.
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He's been very clear. The Fed may take a pause for a month or two, but that doesn't mean it's the end of the rate hikes.
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The Fed said rates are going higher, which was no surprise, ... But when you're in an interest rate rising environment, all the smatterings of what would be considered good news look like a confirmation that rates will rise.
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If we continue to see the trend slowing and we get better (economic) numbers, I think the Fed can take a pass at the end of the month and wait until August.
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If we can continue to see (the economy slowing down) perhaps we're done after Tuesday's Fed meeting.
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No one thinks the Fed is going to raise rates, so to what avail does a benign PPI number do to the market,
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People are bid up the market by the close to get ahead of the Fed on the hope of a 'Fed bounce' tomorrow (Tuesday), ... We're still well within the time frame of the Fed's monetary policy stimulating the economy, but people are just tired of waiting for it.
considered fed good interest news rates rising
The Fed said rates are going higher, which was no surprise. But when you're in an interest rate rising environment, all the smatterings of what would be considered good news look like a confirmation that rates will rise.
action either fed guess higher meeting remain start tuesday until venture volumes
But if I had to venture a guess I think we'll start trending higher up until the Fed meeting on Tuesday and then really take off. Unfortunately, the volumes remain anemic here so there's not a whole lot of action going on either way.
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Depending on what day it is we focus on earnings, we focus on the Fed. We have to get the Fed behind us before we really pick a direction. I think that direction will be higher, but not until next Wednesday.
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You don't get a ton of people making huge bets ahead of the Fed meeting, ... There's little corporate news and no economic data, so I think you'll get some bargain hunters here.