John Davidson
John Davidson
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.
continued continuing despite economy expansion last percent question reflected report returns saw stocks whether
Despite the decline, the ISM report was very positive, and what you can take away from it is that the economy is continuing to expand. The question for 2004 is whether that continued expansion has already been reflected in the 25 percent returns you saw in stocks last year.
aggressive contingent continued earnings economy fed half help looking recovery second tax
I'm looking for a recovery in the economy in the second half of the year, contingent on a continued aggressive Fed and a tax cut. I see a consumer-led recovery in the second half and that will help give us an earnings boost.
confidence consumer continued home reflect sales strength
I think that the home sales and consumer confidence reflect continued strength in housing.
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.
good indicator likely market past seeing today week
I think what you're seeing today and over the past week is a good indicator of where the market is right now and will likely be through the end of the year.
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I think Bush's comments are having an impact as there are a lot of questions about how and when and who should deal with Iraq. But in the short term, the jobless claims and the comments from Greenspan have a bigger impact.
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.
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