John Davidson
John Davidson
bank cut england fed positive rates response stocks
If stocks keep deteriorating and the Fed were to cut rates in a coordinated response with the Bank of England, you could see some short-term positive response,
case commodity fact greenspan labor market minority prices raise rates thinks tight
I think I'm probably in the minority that thinks that Greenspan may raise rates on Tuesday. I think the real case is a fact that the labor market is really tight and commodity prices have really increased.
continue earnings mean multiple rates rising strong worry
Earnings have been strong and will continue to be strong, but there's a worry that rising rates will mean the multiple on the earnings will be less.
balance good lots sector stay technology tend volatile volatility
I think it's good even to stay invested. We tend to like technology. But if you like technology, you're going to have lots of volatility because that sector is much more volatile than the other sectors. If you don't like the volatility, then it's good probably to balance that with something else, some other sector.
falling oil price rise risk seen taken
Some of that risk has been taken off the table. That can be seen in the falling price of oil and a rise in equities.
betting certain early higher investors likely march month months next prior rates release rise seems throwing towel until
Even just a month ago, prior to the release of the March payrolls number, there were some investors betting that rates wouldn't rise until early next year. Now, after two months of higher payrolls, it seems likely rates are set to rise, and so there's a certain throwing in of the towel for some investors.
energy good higher improving increasing looking result sector
If you are looking for a sector that has good earnings, I think the energy sector is having increasing and improving earnings, as a result of the higher energy prices,
continue economy effect raise remains strong
He may say something to the effect that the economy remains strong and that they will continue to raise rates.
limbo overall remains sort trend
I think the overall trend remains positive, but we are sort of in limbo right now.
earlier earnings economic generally hope market positive respect tone
I think the HP earnings had the market set off earlier this morning. I think the market generally has a positive tone in respect to the economic indicators and the hope for the future.
earlier earnings economic generally hope market positive respect tone
I think the HP earnings had the market set off earlier this morning, ... I think the market generally has a positive tone in respect to the economic indicators and the hope for the future.
number
I think the big number will be Friday,
further grow investing investment investors lead market missing next rent risk technology term
I think investors need to invest. I think the risk of being out of the market and missing the upturn is important. As we go down the road, I think we're going to get further increases. I don't think you should be investing next week's rent check. But I think your long term investment is going to really grow in the market and technology will lead that.
employment market process seeing strongly weak
The market reacted pretty strongly to Friday's surprisingly weak employment report, and I think you're seeing the market in the process of digesting that now.