John Caldwell
John Caldwell
case data economic fed further growth market raise rates solid sort
Any sort of economic data that is going to make the case for solid economic growth but no need for the Fed to raise rates any further is going to be well received. The market is comfortable with one or two more rate hikes, and then a pause.
affect annual anticipate both customer given growth guidance intend order patterns provide revenue updated year
We anticipate that 2006 will be a year of growth in both revenue and earnings. However, given the unpredictability of customer order patterns that can affect quarterly results, we intend to provide annual directional guidance only that will be updated on a quarterly basis.
clearly damage impact market port
Clearly it's going to have some impact on the market if there is damage that will keep the port 3/8 closed.
depending holiday lie season tastes
It's going to be a choppy holiday season for retailers. There will be haves and have-nots depending on where consumers' tastes lie for the season.
book culture few online people sell stars
There's a new culture of online stars being born. Those people could write a book and sell a few copies.
earnings economic good growth looking market quarter remain solid underlying
The underlying fundamentals of the market still remain very healthy. We are looking at good solid earnings growth in the first quarter and economic growth that has bounced back.
gives government point remember
The point to remember is that what the Government gives it must first take away
bad building cases data earlier economic fed good hard market minutes news perception positive raise rates signals
After the market rallied hard on the Fed minutes earlier this week, the perception had been building that good, but not strong, economic data is positive because that signals the Fed having to raise rates less. It's one of those cases where good news is bad news for the economy.
against bit couple cycle earnings economic last line point season tough
It's an earnings season very much in line with what we anticipated. We're at the point in the economic cycle and in this earnings cycle where a little bit of a slowdown is not too surprising. You're up against some pretty tough comparisons over the last couple of years.