Hans Olsen
Hans Olsen
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A good number will confirm the upward bias for interest rates and higher rates are a headwind for equity prices.
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The economy had been incredibly resilient in the face of lots of potential threats. Those threats have started to take hold in slower growth and corporate earnings, and I think it could get worse yet in the fourth quarter.
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The market is clearly responding to the drop in consumer confidence. It's hard to be terribly optimistic when it cost you $60 to fill up the car.
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If you can use basic common sense, you're OK. But when you're a college kid, dying to play in the NFL, and now you have scouts from the Giants, the Seahawks, the Cowboys all waiting on you, and you're trying to figure out how many 25-cent eggs Sally needs to sell to make $15, you're afraid you're going to look stupid.
afraid basic college common cowboys dying eggs figure needs sally scouts sell trying waiting
If you can use basic common sense, you're OK. But, when you're a college kid, dying to play in the NFL, and now you have scouts from the Giants, the Seahawks, the Cowboys all waiting on you, and you're trying to figure out how many 25-cent eggs Sally needs to sell to make $ 15, you're afraid you're going to look stupid.
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If you believe that higher interest rates will put a brake on the economy, the whole tech sector is highly susceptible because companies are going to be spending on tech-related items depending on where the economy is going.
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It's remarkable that consumer confidence remains so high and it may help bring to stocks some buying momentum. Companies in the industrial and consumer sectors are the most likely to benefit from high confidence levels at the start of 2006.
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It's really the Fed at this point that's kept the market in check. The historic conversation between the Fed and the markets has become a bit of an argument over whether there's really inflation, and whether we need those rate hikes.
fed kept market point
It's really the Fed at this point that's kept the market in check.
companies diversity early note profit reporting
It's interesting to note the diversity of the companies that are reporting these profit shortfalls. And we're still early into this.