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.
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.
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Concerns about higher interest rates and the yield on the 10-year note may keep stocks on the south side again this morning. The higher yield ... acts as a tax on corporations, and it may also attract money to the bond markets from equities.
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.
ability earnings interest money ongoing push season sidelines
I think earnings season will be one of the catalysts to get money in off the sidelines and the other will be the Fed's ongoing ability to push down interest rates,
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.
energy few focus interest last rates wall week
Last week energy and interest rates were the focus on Wall Street. It will probably be the same this week, as well as a few mid-quarter updates,
adding best biggest ebay energy fourth higher household impact interest name piece problem quarter rising sentiment
The fourth quarter is when we'll see the impact of rising interest rates, higher energy prices, ... I would say eBay is the biggest piece of the problem this morning. It's a household name and it's adding to the sentiment we're not going to have the best of fourth quarters.
aggressive closing direction door fed interest keeping keeps monetary sector softness sort terms watch
The revisions are in the right direction, but there's still some softness in the manufacturing sector which keeps the Fed on watch in terms of interest rates, ... It's sort of an 'in line' number, but not really closing the door to keeping the Fed aggressive with monetary policy.
card credit environment except interest obviously retail sector
Obviously we're in an environment with the friendlier interest rates, ... The first sector that does well (after cuts) -- except for the credit card issuers -- is the retail stores.
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Just because Oracle is up and is optimistic about the future is not getting us excited about everything, ... Nobody's convinced there will be a rebound in the second half.
reflex seeing
It's an oversold bounce, ... After you get oversold, you have a reflex rally, and that's what we're seeing now.
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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.