Barry Hyman
Barry Hyman
data exactly hike inflation leaves open rate recent risk sees shows street wall
It was exactly what Wall Street thought. The wording was exact -- no hike, sees inflation risk ahead, recent data shows moderating slowdown is still tentative and preliminary, and leaves open (a) rate hike in August.
earnings media moves stocks
The moves in media stocks are never earnings based.
market performing profit specific stocks taking
It is profit warnings and it's taking down more of the market than it probably should. The profit warnings are very specific to stocks that have not been performing well anyway.
changed consumer cuts dropping economy economy-and-economics effect equity forward gains giving hamper interest markets mean psychology rate time
I don't think the economy can really withstand the equity markets dropping down and giving back all of its gains ? that would really hamper consumer confidence. The one thing that has changed is psychology ? it's time to look forward to what the effect interest rate cuts mean for the economy.
further means people premium toward
It's big because it's at a very substantial premium and it means something toward the world of further consolidation in brokerage. I think people are going to be scouring to see what could be next.
business developed great model
It's a great business model that's being developed here.
bears believe bulls either markets vigorous
Either you believe the markets or so don't believe the markets. There's no in-between here. The bulls are very vigorous and the bears are very vigorous.
consumer involved leaders leaders-and-leadership particular
The consumer is still spending, ... They are the leaders in this sector. I want to be involved in the leader of that particular sector.
energy fed hurricane major market quickly risks seemed worry
I still don't think we have the Fed out of the way. The Fed seemed to worry more on inflationary than longer-term risks to the economy, which was reacted to very quickly in the market yesterday. That story still lingers today, as well as another major hurricane that's ramping up energy costs.
anywhere economic expected fourth gets gives negative quarter revised stays within
If the GDP gets revised downward, it's a negative for the markets. If it stays anywhere within the expected range, it gives credence to that the fourth quarter was some economic trough.
definitely disappoint huge next quarter reflected
You're really not going to see any huge disappointments next week. It's definitely winding down as we get to the end of the quarter and those that are going to disappoint are probably already reflected in the stock.
absolutely consumer decisions economic equity fed interest looks market markets mean reflection relation scenarios wealth
I don't think the Fed looks at the equity market and makes decisions off the equity markets, but the equity markets are absolutely a reflection of wealth and consumer confidence, ... That is what the equity markets mean in relation to other economic scenarios and that is where (the Fed's) interest is.
companies demand equipment means side situation
The situation is very tenuous on the equipment side and any slowdown in demand in the equipment side of the equation, when you are priced to perfection, means these companies are still very expensive,
came companies cyclical problems quarter reacting
It's the companies that came through the quarter without any problems that are the ones reacting well and they're not as cyclical as some of the others.