Barry Hyman
Barry Hyman
economy-and-economics higher implies interest strong
Better-than-expected LEI implies a strong economy. It also implies higher interest rates.
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You continue to have investors weighing strong earnings -- in this case Yahoo! and Intel -- versus the fear of inflation again.
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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.
boost cut pcs strong
HP was surprisingly strong and that should boost the PCs tomorrow, but AMAT may cut into the semis,
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The tame retail sales outlook helped the bond market. The market rewarded that with a very strong day. Financials and technology stocks righted themselves. We're on the cusp of taking out some important resistance levels.
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Retail sales numbers were stronger than expected, and that shows that consumer are still spending, and I think that is weighing on the market today and it should. But it's not weighing on the Nasdaq, where you're seeing those really good earnings reports. People really regard tech as the place to make money.
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It's going to be push-pull this week, ... Will earnings be strong and drive the Dow to 12,000, or will higher rates work to push the Dow lower?
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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.
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.
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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.
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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,
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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.