Barry Hyman
Barry Hyman
emphasis fed key meeting next rate seeing slowing succession
I think we really have to get to the next Fed meeting before anything significant happens. We have to see the emphasis on a slowing economy, and that's key to seeing that there won't be an open-ended succession of rate hikes.
economic extent fed few granted hike indicate last mean meeting news next people rates recent relative rise taken takes year
I think to an extent we've taken for granted the last few Fed meetings, and next week's meeting takes on more significance, ... A quarter-point hike is pretty much expected, but I think the relative bumpiness of the recent economic news could mean the Fed will indicate that rates may not rise as aggressively last year as people had been thinking.
concern economy expect fed meetings rally seem slightly talk
I think there's a concern about the economy so I think you'll see conciliatory talk (from Fed governors). We seem to rally into Fed meetings so I would expect a slightly upward bias.
close curve deal extremely federal high hope market meeting next note rally recession reserve slowing until worried yield
It was unanimous we'd have a year-end rally until the yield curve inverted. We wanted to close the market on a high note this year, but now we're worried that the 2006 market will have to deal with this. The next Federal Reserve meeting will be extremely critical. We have to hope this isn't predictive of a recession or a slowing economy.
dramatic earnings fed late market meeting news next until
There really isn't any dramatic news to come out post-Fed ? we're going to get into that earnings void, the next meeting for the Fed isn't until late June, so I think the story is how well the pullback in this market will be contained.
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.
ahead earnings front market meaningful meetings news offering reaction seem
The market is just reeling from all the impediments ahead of it. There doesn't seem to be any meaningful reaction to any news on the earnings front or meetings that company's are offering to tell you that things are not as bad.
maintain market percentage point quarter whether wire
I think we're going to go down to the wire whether or not it's a half-percentage point (increase). If you want to maintain market stability, a quarter percentage point could keep the market at bay.
accumulate aware easier fed great investor late looking next problems rally small start stock summer tech technology three trading vigorous weak worried
I think it's too late to be worried about where your tech stock is going to go from here. There are some opportunities out there and we are aware of the short-term problems in the marketplace with the Fed being aggressive. So, we're not looking for a very vigorous rally over the next one to three months. There will be trading rallies. But the investor, the small investor, the intermediate-to-long-term investor should use the summer time, which is seasonally weak for technology stocks, to start to accumulate an easier way into some of these great companies,
beaten beating companies earnings expand microsoft pattern powerful
I think it's the pattern from pre-announcements to earnings ? these are two companies (Motorola, Yahoo!) that have beaten lowered expectations, beating pre-announcements. When you expand that to the Microsoft story, it makes it even more powerful today.
bound market range sentiment short strictly trading
I think it's strictly short term. The market is just range bound with trading opportunities. It's all sentiment right now because fundamentals are just not there.
box business last model pc proves quarter versus works
I think this last quarter proves out that their business model works versus Gateway, versus Compaq, versus other PC box makers,
brought granddaddy market money moving toward
I think this is the look the market is going to have this month, ... There are valuation concerns, which was brought on by Cisco, the granddaddy of all valuation concerns. Money for now is moving back toward traditional stocks.
afford economic impact line morning news number overlook retail rise sales
I think we are still in a consolidation period, ... and I think we can't afford to overlook the impact of the economic news on the market. You had a retail sales number this morning that was in line but nothing spectacular and a rise in jobless claims.