John Davidson
John Davidson
chairman fed represents
We've had the same Fed chairman for so many years that we have a standard. He represents an unknown, to an extent.
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.
economic encouragement finding investors released reports today
Expectations were for improvements in the economic news, but the reports today have surpassed those expectations, so you have investors finding more encouragement than they did in the reports released in mid-to-late November.
bond movement today
What was most interesting about today was the movement in the bond market.
god gun pointing somebody thank
What can you say -- you got somebody pointing a gun at you. I'd be terrified, too. Thank God he's all right.
earnings heard rest surprises
We're nearing the end of the earnings period, we've already heard from the Fed, and there aren't a lot of big surprises out there for the rest of the month.
economic embraced looking market maybe might street stronger ties
Maybe the market is looking for a stronger economic team. O'Neill has not been embraced by the Street and someone with stronger ties might make them happier.
basis economic flip focusing half last news obviously people percentage points ready until week
Obviously people are focusing on the FOMC announcement, ... Up until last week I was ready to flip over to 50 basis points (a half percentage point) but we've had some economic news that's been pretty good.
held maximize start steel wine
P.G. is fermented and held exclusively in stainless steel to maximize the brightness and freshness. It's a six-month wine from start to finish.
hearing offered players point starting
Salaries are going to come down. I'm hearing the players have already offered a 5 percent give-back, so that's the starting point for negotiations.
ahead bring chance effort extra few forget gretzky heck players table team thinks win
Don't forget about the Gretzky factor, ... Don't underestimate him. He may take this team and give them a heck of a chance to get in. He'll bring something to the table that will make players give that extra effort that may win them a few games. He thinks way ahead of most people.
might next week
CPI and PPI next week could be a little light, so that might get some attention,
bit earnings energy mean season starting
Energy's off a little bit today, but it doesn't mean that energy is going back down. We're starting into an earnings season and earnings will start to have an effect.
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.