Jim Paulsen
Jim Paulsen
bit earnings reports
What little earnings reports we have had have been a little bit more disappointing than outperforming, for the most part, so that's weighing.
consistent fairly fed number price running theme tied
There's a fairly consistent theme running through all of the markets, which is tied to the idea that the Fed is nearing the end of the tightening cycle. It was the combo that the Fed's done and the import price number was down.
central dramatic entire front global growth impact profit reasons recovery remained slowing strong trends
One of the central characteristics of this entire global recovery is the outsized impact of these new economies. That's one of the reasons why growth has remained strong in the U.S. and profit trends have been remained positive, so if there is any inkling that we are at the front end of slowing that down, that's going to make a dramatic difference.
alert rallying terror
I think that (the terror alert rumor) was most of this ... it's already rallying back.
anytime consumer few last
In the last few months, the consumer statistics, in aggregate, are better than anytime in the (recovery).
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It all hinges on whether the Fed tightening slows the economy and causes a recession.
bull globe huge looking market markets outside sitting states thinking united united-states wherever
When I look around the globe outside the United States I see nothing but a huge bull market going on wherever you look. We're sitting here in the United States and looking at flattish markets and thinking things are not so good.
broke caused close drop energy fact oil today
The fact that oil broke close to US$60 today caused a drop in S&P 500 energy stocks.