John Davidson
John Davidson
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.
although concerns continues downside economy gains job limiting limits market saw upside
What's limiting us on the upside is the double-digit gains we saw in 2003. What limits us to the downside is that the economy continues to strengthen, although concerns about the job market persist.
economy extent fact issues ongoing pace recovery slowing strength week whether
The ongoing issues are the strength of the economy and whether or not the pace of the recovery is in fact slowing down. One of the important things this week will be to see the extent of the damage.
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.
bush economy last needs next quickly turn
Bush needs pretty quickly to turn this economy around. If we languish for the next two years, it'll be the last two years of Bush's presidency.
aggressive announced clear current cut economy economy-and-economics greenspan help hoping investors meeting rate state talked
Greenspan talked very little about the current state of the economy and was really admonishing lawmakers, and he made it very clear that there will be no interest-rate cut announced after the meeting on Sept. 24. I think this may have disappointed some investors hoping for a rate cut or something more aggressive to help stocks.
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.
belief corporate economy equity fall line markets profits recovering
The belief has been that if the economy is recovering and corporate profits are improving, equity markets will fall in line eventually,
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.
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,