Marc Pado
Marc Pado
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.
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.
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.
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.