Barry Hyman
Barry Hyman
economic means might people rotation sector strong weak
There was rotation out of the strong sectors into the weak sectors, ... Techs really got hammered. Volatility, up and down, means there are just as many sellers as buyers, and people think the (semiconductor) sector might be a little pricey, especially as we come into an economic slowdown.
catalyst market
The market has got to find a catalyst. The only catalyst out there is earnings.
carry retailers turned
The blue-chips just turned down. Regardless, the retailers were up but really not enough to carry the market.
earnings economy economy-and-economics stock
The economy is still strong, earnings will be good, and that bodes well for the stock market,
low market patterns trading typical
The market is exhibiting the typical end-of-year patterns of low volume, lackluster trading and little volatility.
data economic grace markets saving
The barrage of economic data will be the one saving grace for the markets this week,
continued damaged face general looking market perform sector tech
The market is still looking on the tech sector in general as one of the sectors that has not been damaged by the hurricane. It's one of the sectors that has continued to perform well in the face in the face of adversity.
concerns interest last left money sector week
A lot of money left the sector last week over concerns that valuations were just too high. But there's still a lot of interest in technology.
anywhere background came confidence economy economy-and-economics estimates expressing harm higher interest itself pace rates shocked slowing slowly street terms wall
The intermediate background look in terms of interest rates peaking and the economy slowing to a more sustainable pace without any undue harm is slowly going to play itself out. I would be very shocked if the GDP came in anywhere higher than estimates because Wall Street is already expressing its confidence that the economy is slowing down.
clarity concerns until
I think we are just mired in interest-rate concerns until we get some clarity on rates.
fed inflation markets ongoing raised rates september since
The inflation story has been the ongoing story for the markets since the Fed raised rates at the September meeting.
anybody money sector
Anybody who has all their money in one sector is making a big mistake,
assumed behind belief continued economy energy fourth lower market move poor power prices quarter
The market has some power today. Continued lower energy prices and the belief that the economy is rebounding off a poor fourth quarter are assumed to be behind the move today.
corporate energy fourth front fully higher impact including market negatives prices quarter trying volatile
The fourth quarter is going to be volatile and trying, ... I don't think the market has fully discounted all the negatives in front of it, including the hurricanes' impact on the economy, higher energy prices on corporate profits, and higher inflation.