Jeff Kleintop
Jeff Kleintop
arm fourth increases individual interest investors people seen shot showing signs week
We've already seen individual investors showing some signs of interest in the fourth quarter, and something like Dow 11,000 just increases that interest. This week could be the shot in the arm people need to really get back in again.
generally good news oil prices
Oil prices are slipping, and that's generally good news for the market.
doubt energy fall job months next prices
No doubt a fall in energy prices makes his job over the next 12 months easier.
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.
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.
economy expect move north recent
But with the recent data, I expect that to move north of 5 percent. The economy is pretty strong.
ahead creeping flatter happen keeping later nobody stuff wants year
Nobody wants to get ahead of things. The stuff that could happen later in the year could be creeping into things now, which is keeping us flatter than I would've liked.
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.
appear bleak certainly consumers corporate headed perhaps profits spending warning
Consumers still do appear to be spending their (tax) rebate checks, but perhaps not as aggressively as we would have hoped. Certainly corporate profits still look pretty bleak headed into the third-quarter warning season.
advance exactly fed good job showing
We got exactly what everyone expected, showing the Fed did a very good job of telegraphing in advance what they were going to do,
certainly core looking prices
We're certainly looking to see how core (consumer) prices come in.
beginning fund generally investors market mutual people return shown three today vacant weeks
Today (Wednesday), a lot of people are on the sidelines, but I think generally investors are beginning to return to the market after they were vacant in the first three weeks of the year, ... Mutual Fund inflows have shown that.
dividends faster growing period seeing
What's interesting now is we're seeing a period where dividends are growing faster then earnings,
assume ben clearly coming market might pause reacting saying soon whenever
What he's coming through very clearly and saying is we will probably pause soon but don't assume we're done because we pause. ... But I think the market is just reacting to 'Hey, hey, Ben said we might be done soon'. Whenever you take a little uncertainty out of the picture, well, the market is going to like that.