Barry Hyman
Barry Hyman
bonds gone housing improve influenced market rates trends
The market did improve with the housing data. Market trends day to day are really influenced by how the bonds have been trading. When the rates have gone up, equities have suffering, when rates have gone down, the market has been optimistic.
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.
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.
bear catalyst patience
The catalyst here is going to be patience. We're in a bear market.
financial good indication interest rate sensitive stocks
The financial stocks, which could be a good indication of interest rate sentiment, are up. You want to see the real interest rate sensitive stocks participate.
almost days employment few good last report six weeks
These last few days have been consolidation, off of a good employment report and almost six weeks of gains.
commitment perspective portfolio
This is more of a short-term perspective and I don't see any commitment by institutions. But a diversified portfolio is doing well here.
commodity complexes decline huge last looks picking require rotation taking work worse
This is a continuation of last week's decline and it's picking up in intensity. There is little rotation as we see the commodity complexes taking a huge hit. It looks worse than it actually is, but still it will require a lot of work technically to right the damage.
basis built driven eyes fed market meeting points sell turned
All eyes will be turned to the Fed. The market will be driven in and around the Fed meeting ? it could be a sell on the story because 50 basis points (a half-percentage point) is already built into the market.
based eyes microsoft
All eyes will be on Microsoft to see where they come out based on the Goldman (Sachs) downgrading.
affect blue chips coming companies economy-and-economics effect interest investors less rates technology
The idea is that interest rates will affect the old-economy companies more, because they are more interest rate sensitive. You will probably have less of an effect on technology stocks, and there is a lot of bargain-hunting going on. I think investors are a little more comfortable coming into these blue chips down 30 percent.
affect bag concern earnings looking quality switched
The cat's out of the bag here with IBM. It's going to affect more than IBM, because Y2K is a concern and it's going to affect many different sectors of the market. And analysts have already switched from just looking at earnings to quality of earnings.
election energy itself keeps locked looking market people position price range street wall watch
The election is really undecided, and I think that keeps the market locked in a range right now. Day to day this week, I think people need to watch the price of energy and see how Wall Street is looking to position itself for after the election.
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.