Jay Suskind
Jay Suskind
america corporate couple economy environment next ok optimism quarters
There's pent up optimism that the next couple of quarters should be OK for corporate America and the economy because the interest-rate environment has stabilized.
bit buying companies expect friday happened looking market seeing sell
You're seeing a little bit of buying come in today, which you'd expect after a sell off. The market is looking at what happened Friday rationally, and now it's just a wait-and-see on how other bellwether companies do on their earnings.
came continues far news oil poor quite softer today
The news today so far has been quite poor to say the least. You've got oil up, and it continues to go higher. The ISM manufacturing came out softer than expected. And Wal-Mart wasn't great.
bond both bring concern curve light market moves problems rally yield
There was a sense that a year-end rally would take us higher, but there's some concern from the bond market flattening. The inverting of the yield curve would bring us more problems in 2006. We also have light volume, exaggerating moves to both sides.
good growth inflation news slower throw
It's more of the same: uncertainty and energy, ... Throw in inflation and the possibility of slower growth because of the hurricane, and we're all out of sorts. There's no good news out there.
economy fed gives growth hope importance interest nice rates sensitive shows
It shows you the importance of interest rates and what the Fed thinks. This gives us hope that the Fed will be sensitive to the economy and we can get back to that nice 'Goldilocks' economy where growth is just right.
debate economic economy-and-economics interest market numbers rage rate strong tomorrow wants
The market wants some on-target economic numbers tomorrow and Thursday. We want an equilibrium in the economy. If the numbers are too strong or weak, the interest rate debate would rage on. The numbers need to show moderation.
beginning closer continues deal fed inflation oil
You've got oil up, and it continues to go higher. Where the Fed kind of has said that they are closer to the end than the beginning of tightening, they're going to probably have to deal with inflation stemming from energy, and they could have to tighten longer.
create good money resources tragedy
You've got a push-pull between tragedy and the good that can come out of it for the markets. You've got to rebuild, and you're going to put money and resources into that and create jobs.
concerned consumer economy engines fading housing market seems setting slowing trend
The market is concerned with the housing numbers. There seems to be a trend setting in. Housing and the consumer have been the engines of the economy and if that's slowing or fading quickly, there are going to be ramifications for the market.
air came decline earnings friday huge january knows options panic profit taking
But there is no panic in the air because Friday's decline was explained. Earnings that came in were a little disappointing, we had a huge run-up in January so profit taking was expected, everyone knows what's going on geopolitically and it was a Friday with options expirations.