Barry Hyman
Barry Hyman
belief cuts interest medicine psychology rate reaction though week
I think the week was excellent. The Fed, even though the reaction was delayed, reinvigorated the psychology of the market. It's reinforcing the belief that these interest rate cuts will be the medicine for the economy.
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That's going to dominate the market today until we get more information. A potential story like this from an OPEC producer brings up the worry that oil can spike to new highs very easily. We see the reaction in equities when oil goes higher. It stops equities in their tracks.
continue hopefully market past political positively react
The market is going to continue to be buffeted by this political story that doesn't go away. If we can get past that, hopefully the market will react positively to the end of a process.
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I think we're looking at nothing but good news on the earnings front. It will be more critical to see what guidance these companies give us toward the next six months to one year. Today's action is a little too premature to say how the markets will react to earnings.
consumer continue earnings good inflation reaction rolling sector spending stronger tech
As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic) story -- stronger consumer spending and OK-looking inflation numbers. But the tech (sector) is merrily rolling along.
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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.
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.
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They'll (Cisco) express write-off concerns but I think we're looking at very similar stories like the other ones ? things are not improving greatly but we have better visibility. And I think the market is starting to react to that scenario.
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You would hope that the strong earnings would support the market and give it the ability to react positively. But I think the case for that has been diminished lately.
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.
clears discount happened market number tomorrow
A worse-than-expected number tomorrow will discount what happened this week. If we get an inflationary number, the market will go down, but I think it all clears up by mid-June.
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I think it's just more of the same. The Nasdaq is quickly approaching 5,000 and it's hard to divert money back to traditional stocks when the opportunities are so phenomenal in the new world economy.
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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,
generally intel run seeing stock
Intel was generally positive, but I think the stock had run up into the meeting, so that's why you're not seeing much reaction.