Brian Gendreau
Brian Gendreau
economic estimates far growth higher market mean raising result seeing
I think you're seeing the market raising its estimates on economic growth, but that also may mean higher rates. So we're still digesting what all this means, and the result so far is a flat-to-lower market.
consensus earnings growth high looking percent
The consensus is looking for 13 percent earnings growth in Q4, which is a pretty high hurdle.
economy feeling job looking people
People are feeling better about the economy and job prospects. Things are really looking pretty good.
coming companies earnings few higher looking major quarter reporting straight
There have been a few major disappointments, but by and large, earnings are coming in very strong. More than two-thirds of companies are reporting higher than expected. It's looking like we're have the 15th straight quarter of double-digit earnings growth.
data headline looked number piece point
The only piece of data that one can point to (for the market's decline) is the PPI report. The headline number looked a little scary.
bargains growth
There are a lot of bargains out there in large-cap growth stocks.
cash full good
There are a lot of good things going on for equities ... corporations are full of cash right now.