Jack Ablin
Jack Ablin
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When you have strong growth and low wages, the chief beneficiary is corporate America.
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The projected job growth number would mark a pretty strong snapback from the previous month.
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We're still getting more negatives on the economic front today, and this is a period where we're really looking for economic growth to avoid a Fed rate cut.
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I don't view the market as risky or dangerous even in spite of more Fed tightening. We have enough value in U.S. and international growth stocks. What's holding stocks back right now is uncertainty about interest rates, not valuation.
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People are taking some comfort in results and a feeling that the economy is getting better, but there's still some caution. We need to see more evidence of a sustainable recovery. We need companies to start seeing profits more through top-line growth than just cost-cutting measures.
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I would not expect investors and traders to make any big bets ahead of the number tomorrow. It clues us in on growth in the economy but also inflation.
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Intel signaled that earnings growth is slowing, but we expected that. The real question is how much it's going to slow, what companies are going to get hit, which one's aren't. We'll know more when more earnings reports come in.
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Intel signaled that earnings growth is slowing, but we expected that, ... The real question is how much it's going to slow, what companies are going to get hit, which one's aren't. We'll know more when more earnings reports come in.
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Economists are expecting a gradual slowdown in economic growth paired with a slowdown in inflation. That will allow the Federal Reserve to wind up its rate-hiking campaign.
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We're certainly on solid footing on an economic front.
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We have some very ugly numbers. You can argue that the ISM is still backward looking, and maybe even the jobless claims, but eventually we're going to need some evidence that the economy is improving. We had a lot of enthusiasm coming from earnings, but the news today is a little bit of a slap in the face that we're not out of the woods yet.
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Over the last four years the Fed has played the part of a surrealistic painter, creating a dreamy backdrop with generously low interest rates.
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Maybe now there's enough fear out there to form a base to rally again.
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We've come off a phenomenal July. And we've seen a real reversal in the stocks that were leading the market, with economically-sensitive names doing well.