Jack Ablin
Jack Ablin
caps good inflation investors perfect rally report seems strong wall year
Investors have their rally caps on for year end, and we're doing it with speculation. With a good inflation report and strong growth, it seems to be the perfect elixir for Wall Street.
ahead bets clues economy expect growth investors number traders
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.
earnings investors optimistic stock taking whether
Investors are taking stock of earnings and questioning whether they should be as optimistic as they are.
accounting concerns continue dominate investing seeing
Accounting concerns continue to dominate the market. We're going to be seeing this 'Prove it to me' investing for a while.
causing fairly investor issues market stock
Fundamentally, I think the stock market is fairly valued, but there are a lot of issues around that are causing investor concern.
closer depends fund investing large mutual people progress riding
Investing in a mutual fund is like riding in a bus; your progress depends in large part on other people and what they're doing. An exchange-traded fund is closer to riding in your own car.
bond derived fuel invest market move raise seems somewhat
It seems like the market is obsessing on this bond market fallout, which was somewhat precipitated by the move to raise (interest rates) in Japan. A lot of the fuel that has been used to invest in this bond market has been derived from 'easy money' in Japan.
assumes fed future hikes inflation lays next pace people percentage pivotal quarter raise rates reports statement thinking
The world assumes the Fed will raise the rates by a quarter percentage point, that's a non-event. It's what the statement lays out about the pace of future rate hikes that will be important, because that's what people are thinking about. I think the inflation reports will also be pivotal next week.
bets jobs pause percent
If there is anything more than 250,000 jobs then everything reverses and all bets about a pause at 3.25 percent are off,
ground losing perspective pressure upgrade
The GDP upgrade could put more pressure on the Fed. At the same time, we're losing ground with the consumer... From the perspective of today's market, it's a one-two punch.
backdrop creating fed four interest last low played
Over the last four years the Fed has played the part of a surrealistic painter, creating a dreamy backdrop with generously low interest rates.
clarify cloud creating dark gold inflation numbers tomorrow upside
Gold is creating a psychological dark cloud over the market. With gold on the upside and inflation fears, the numbers we get tomorrow will clarify some of these concerns.
economic gives number tantamount
Any number Wal-Mart gives is tantamount to an economic indicator,
bet confidence economy employment federal jobs order raising rates reserve sliding stop trend
Confidence is slipping, manufacturing is slowing, and even with today's jobs report, the employment trend is still negative. The bet here is that the Federal Reserve will have to stop raising rates in order to keep the economy from sliding further.