Marc Pado
Marc Pado
economic opposed percent signals technical time whether year
If you're down 10 percent and you time it appropriately, then you could be up 18 percent at the end of the year as opposed to 8 percent. That's why I'd look at whether the economic signals corroborate the technical signals.
anticipate clear fed funds soon stop trying
The 10-year has been trying to anticipate the fed funds rate. As soon as (Fed policy-makers) made it clear that they weren't going to stop at 4.75 percent, there was a big jump.
cycle heading likely market months opportunity percent seems worst year
If you're going into the worst year of a four-year cycle and heading into one of the worst months statistically of the year, then it seems like a likely opportunity for the market to see its 10 percent correction.
domino effect negative news
It is a domino effect of negative news.
absorb companies fears fourth negative number quarter raises saw today
The negative productivity number we saw today about the fourth quarter raises fears that companies are not going to be able to absorb those costs.
bulls continue earnings opportunity roll
The bulls had a real opportunity. Earnings continue to roll in, and for the most part they are in-line or better than expected.
averages bulls carry claus clearly expect highs next rally santa year
The Santa Claus rally is clearly underway. I expect to see the bulls carry the averages to new 4 1/2 year highs right into next Friday's close.
cause crude decline earnings economic ending following friday investors list major meeting outweigh reports short sure tuesday
I'm not sure that Friday's decline will outweigh this week's long list of earnings reports and short list of economic data, ending on Friday with fourth-quarter GDP. Crude is making investors nervous, and by the end of the week, the FOMC meeting on the following Tuesday will also be a major cause for concern.
ball broken crude curve focus high hit markets needs news question tone turned yield
There is no question that the tone has turned more positive. We haven't broken out yet, but the markets are poised. Now all we need is for the news to hit the ball out of the park, and it needs to be perfect. Crude is still high and the yield curve is still flat, but the market's focus is on other things right now.
coming date flows money tax
With the tax date deadline, you're getting money flows coming into the market.
continue expected fed market needs question recent retail sales shows slowing whether
Yields, especially on the long end, have been dogging the market in recent weeks. And retail sales down more than expected shows enough of a slowing to question whether or not the Fed needs to continue to act.
hikes impact quite rate
We're not going to feel the impact of these rate hikes for quite some time.
companies hear pulse retailers tech
What we need is to hear from companies that take the pulse of the consumer. Tech will be one of those groups. Retailers will be another.