Paul Nolte
Paul Nolte
analysis bond came debating energy federal heading hikes looking moderation next prices residual seeing
We're getting a moderation in bond yields, and energy prices came down today. We're looking at things more favorably than this morning. There's still residual analysis about the Federal Reserve, and we're seeing some gamesmanship heading into next week's meeting, debating how more hikes we have.
difference diplomatic east japanese less markets middle oil prices stellar week
What a difference a week makes, from improprieties in the Japanese markets to still-higher oil prices amid diplomatic rumblings in the Middle East to less than stellar earnings.
carry companies couple earnings gas large news ran
We ran out of gas after yesterday's large advance. We only had earnings news from a couple companies today, and that couldn't carry us.
bond certainly competition good providing risks
We're still absorbing a lot of things. The risks right now are certainly still with the bond market. It's providing some good competition for stocks.
environment fact happens matter
We still like the fact that we're in an environment where no matter what happens in the economy, they (pharmaceutical companies) are still going to be doing business.
economy figuring growth investors reasonable seeing strength translate
We're still seeing reasonable growth in the economy ... and investors are figuring this is going to translate into strength in earnings.