Patricia Chadwick
Patricia Chadwick
companies costs cut earn environment growth
We're in a zero-price environment. What really allows companies to earn is to cut costs and be in growth sectors of the marketplace.
driver earnings market moving stocks technology
I think technology is the driver for the productivity gains, for the earnings growth. If technology stocks don't do well in this market, you don't have a market moving forward, and I think they are doing well.
backing definitely market rates stock treading water
If rates keep backing up we'll definitely have the stock market treading water for awhile.
attractive help high interest morgan pressure rates seen stanley stocks
Goldman Sachs and Morgan Stanley are two stocks that I think are attractive here. Those stocks have been under pressure as interest rates have been rising. I think we may have seen the high in interest rates for a while, and I think that could help the whole sector.
catalyst early fed january lower ourselves point rally rates setting
We may be setting ourselves up for a rally in the new year. We'll have a lot of announcements in the very early part of January from companies, which will point to some more disappointment in earnings, and that may be a catalyst for the Fed to lower rates by the end of January.