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.
certainly early good higher oil prices work
I think the early going, the higher oil prices are what's happening, ... We could certainly work our way through it if we get some good earnings.
continue couple earnings gains glad held oil ran steam
I think that we just ran out of steam after a couple of hours. I am glad that we held on our gains from Friday. Oil will continue to be a driver, earnings will be a driver, and so will economics.
finally gold huge impact oil peaked recovery tattooed
I think the dollar's recovery has a huge impact on the market, when you look at things like gold, which is getting tattooed today, ... I also think it's important psychologically, like when oil finally peaked in the mid-50's.
economic factors falling negative news oil positive war
There's been this tug of war all day between factors like falling oil prices, more negative than positive economic news and everything going on at GM,
convinced excited future optimistic oracle rebound second
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.
borrowing continues corporate costs fear fed increase less piece speaks stocks stop wages
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.
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.
direction downward headed lower push stocks
It doesn't take much to push stocks lower in this market, ... Stocks have been headed in a downward direction for a while.
fourth quarter signs
I think the fourth quarter is going to be great, ... We just don't have signs of it yet.
matter
Clearly, we will see stabilization. It's just a matter of when.
market price second stock trying
I think we'll see the stock market trying to price that (rate cuts) in the second quarter.
cash catalyst deal great
The catalyst will be liquidity, ... There's a great deal of cash on the sidelines.