John Davidson
John Davidson
assumption beyond certainly current economic environment looking maybe people report
I think people are looking beyond the unemployment report and into the future, ... The current economic environment is certainly weak, but maybe there's the assumption that it will get better.
certainly consumer definitely impact raised slow stocks whether worries
This was certainly a surprise. It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
certainly consumer definitely impact raised slow stocks whether worries
This was certainly a surprise, ... It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
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.
beat certainly companies concerns few housing numbers penny positive
The housing numbers were certainly strong, so that should have been a positive and a few companies beat by a penny or so, but geopolitical concerns are overweighing everything else,
close continued determine economic few forth full labor market next people positive struggle trying weeks whether year
I think we'll close the year in positive territory. But in the next few weeks you're going to see the market in a continued struggle back and forth with people trying to determine whether we have a full economic recovery, even with the labor market struggling.
continued economy fact greenspan growth market maybe move people raise signs until volatility
I think we have continued volatility until we really see signs of growth in the economy slowing. When we see the economy slowing, I think that people will be more comfortable with the fact that maybe Greenspan is not going to have to continue to raise rates, then I think the market can move ahead.
earnings good overall positive
I think that overall we are in for a pretty good earnings quarter, and that may be a positive for stocks.
positive
I think we will have a positive year.
economic employment forward key news statistics
I think what's going to be key going forward will be the tradeoff (in the economic news) between the statistics on employment and statistics on inflation.
bound election hesitation until
I think there's also bound to be a lot of hesitation until the election is over,
earnings grind historic job largely looking people taking until
Largely people are taking a look at historic information. They're looking at earnings and job cuts, and people are concerned. I think we're going to grind it out until earnings come back.
coming similar special
Our special favorite, however, is IKOS, ... because it is coming out with a drug that will be similar to Viagra.
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.