Jeff Kleintop
Jeff Kleintop
generally good news oil prices
Oil prices are slipping, and that's generally good news for the market.
economy expect move north recent
But with the recent data, I expect that to move north of 5 percent. The economy is pretty strong.
company compelling finding
It's about finding the right company with a compelling story.
aggressive catalyst economic fed key reaction reducing seeing seems soft stocks worries
Once again, we're seeing a reaction to soft economic data. It seems to be the key to reducing worries about how aggressive the Fed is going to be going forward, which seems to be the catalyst for stocks here.
economic reaction seeing soft
Once again, we're seeing a reaction to soft economic data.
costs driving fears flu fuel gold prices rising skilled struggling wages
Not only are avian flu fears and fuel costs driving prices higher, but gold prices are also on the rise. Meanwhile, wages for skilled laborers are struggling to keep up with rising expenses.
bit fed report strike strong
It may be a little bit of a buyers' strike ... if we do get a strong (payroll) report tomorrow, it suggests the Fed is going to have to be more aggressive.
change might people
Not as much is going to change as people might think.
bond impact line markets neutral numbers report stock
The impact of the report is pretty much neutral for the stock and bond markets because the numbers were pretty much in line with expectations.
based changing christmas economic mix price reflects service
The Christmas Price Index reflects the changing economic mix in the U.S. away from manufacturing to a more service based economy.
company compelling finding huge leader sector tech
It's not a sector play. There's no real huge leader like tech was in the '90s. It's about finding the right company with a compelling story.
coming data good indicate point seems strong suggest
I think we're at a point where the data coming in is good and robust, but not strong enough to suggest things are overheating. The forward-looking data seems to indicate the same.