Jim Awad
Jim Awad
given negative today tone
Today is all about downgrades. This has given a negative tone to the market.
again became bit buying companies cyclical distorted given good industrial lately options spot trading volatile
Conglomerates and cyclical companies have been on the spot lately and after today's industrial data, they once again became a good buying opportunity. But the trading is volatile and a bit distorted given the options expiration.
bit data distorted given helping industrial largest options production support trading volatile
Industrial production data is helping support some of the largest conglomerates today. But the trading is volatile and a bit distorted given the options expiration.
assessment came confidence either given higher indicative lower market orders problems
The non-manufacturing ISM index came in perfect, with higher orders and lower prices, and that has given the market more confidence to make the assessment that Wal-Mart's problems were either Wal-Mart -specific or retail-sector-specific and were not indicative of problems in the economy.
digest quarter
We've just come off a very big quarter and so we have to digest some of those gains.
consumer early earnings giving particular questions raise retail sector
Wal-Mart got the traffic, but not the margins, and that will raise questions about fourth-quarter earnings for retail in particular and the consumer sector in general. That's giving you some early caution.
growth questions rate whether
There are questions as to whether the growth rate is sustainable.
beginning diminish gm moves question risk somewhat strong whether
GM is beginning to take some strong action. The question is whether those moves will be able to somewhat diminish the risk of bankruptcy.
basis inflation market points raise sound worried
If they raise 25 basis points and sound worried about inflation the market may get demoralized,
drop oil reaction
What you are getting is a knee-jerk reaction to the drop in oil prices.
creating early earnings ebay good increases performed rally several shares transitory whether
You had good earnings out of Pfizer, good earnings out of Merrill Lynch , several dividend increases and eBay shares that have performed better than expected. It's creating a transitory early rally as it's still too early to say whether it will hold.
bank decided everybody giving interest lift pressure raising since taking waiting
Everybody was waiting for the Bank of Japan's decision, and since they decided to postpone raising interest rates, that is taking the pressure off U.S. Treasuries and giving a lift to stocks.
cash companies conclude confidence corporate deals economy equity excess mega positive waiting
When companies like J&J conclude mega deals like this one it is a positive for equity markets, as it indicates there's confidence in the economy and there's excess corporate cash waiting to be invested.
cash companies conclude confidence corporate deals economy equity excess mega positive waiting
When companies like J&J conclude mega deals like this one, it is a positive for equity markets. It indicates there's confidence in the economy and there's excess corporate cash waiting to be invested.