Joseph Battipaglia
Joseph Battipaglia
early happen interest june market period profit rates ready reporting season start transition
We're in this transition period right now, getting ready for interest rates to start rising, which will happen June 30, and for second-quarter profit reporting season to start, which will be early July, ... Those things could get the market going again.
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The PeopleSoft news could make it more likely that the Oracle deal will go through. And after all the recent downgrades, people are probably relieved to see a brokerage lifting its view on the chip sector.
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What happens with Iraq is very important in January and February to pretty much set the tone for how the economy will fare for the rest of the year. So when we have that answer, then you can get your market direction. In the meantime, you essentially move sideways.
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The real story is how well the U.S. economy is performing, ... Brazil is important, but I think we're seeing the end of the emerging markets crisis, not the beginning.