John Davidson
John Davidson
belief bouncing claims few fully market morning next number pick rally reflected seeing seen start weekly
The market has now fully reflected its belief in a second-half pick up, but for the kind of rally we've seen to continue, you're going to need to start seeing evidence. The weekly jobless claims number this morning is a start, but it's not enough. We could be bouncing around in the next few weeks.
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For the last several weeks, the market has gotten ahead of the economic news. You're seeing that with the jobs report this morning. For stocks to continue to climb, you need to see the economic news start to catch up.
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Amazon is unique in having been successful at starting as an Internet-only business,
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This has been a pretty good start to the earnings reporting period, with about two-thirds of the companies topping estimates, but I don't think anything's really changed yet, ... Greenspan suggested that we may be on the verge of a growth period, which would be significant for earnings, because mostly what you're seeing now are companies showing improvements on cost-cutting, rather than real growth.
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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.
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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.
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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.
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There's a lot of earnings and other news out there today, but I think the market is particularly reacting to Greenspan's testimony, ... The markets are expecting a little more growth because of his comments, but that may not be as much as what they wanted to hear.
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If you're out of the market you need to be in the market if you're saving for your long-term retirement or for other elements, ... People have been waiting on the sidelines, not committing as much new money. I don't think you should be investing next week's rent check, but your long-term investment is going to really grow in the market, and technology will lead that.
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I think the fourth quarter will be positive on earnings.
claims key level
I think that's a psychological level more than anything else, but what's key is that the jobless claims are climbing.
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He's always given of his time. He's always tried to do the right thing. Going to Italy, I think this thing may become a big story over there if people want to make it a big story. Otherwise, it shouldn't.
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I think we're in a good earnings season. So far, of the S&P 500, 139 companies have reported. Over 60 percent have been upward surprises, only 8 percent of them have really been negative surprises. So we're in a strong earnings season. That's good for the stock market, ... I think the market's in a trading range right now. I don't think it's going straight up from here. I don't think necessarily we're going to get a big summer rally, but maybe a positive tone to the market.
environment materials natural people seem toward
In this environment, people seem to have gravitated toward natural resources, utilities and materials and away from technology.