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.
continue fed month pass slowing trend until wait
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.
basis current data lower points signs terrific trend
I think the Fed's going to lower by 25 basis points and I think the trend is going to show stabilization and a pick-up in growth. The current data is not going to look terrific but there will be signs of stabilization.
news positive record rest trend
This is more of a technically-driven rally. If the news is positive for the rest of the week, we should trend higher, but not enough to set any new record highs.
credit cycle equity markets ongoing piece slowing trend
It's another piece of the ongoing trend of a slowing economy, ... The credit tightening cycle is nearing an end and we have the equity markets celebrating that.
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.
gains hard larger remains trend whether
The larger trend remains to the upside, but its hard to say whether we'll see gains in the short-term,
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.