Robert Froehlich
Robert Froehlich
auto capacity concern higher number production
There was a concern that capacity utilization would be a little higher because the auto production has really been up a lot and there was concern that number would spook the market.
blue high looking stock surprises week
I think we're going to be looking to the bluest of the blue chips. This is going to be an important week for the stock market, and I think most of the surprises are going to be on the high side.
next rough
I think we could be in for some very rough sledding over the next day or two.
concern earnings fight force happening interest keeping pressure rising strong struggle
I think what's happening is we're having a struggle between very strong earnings (and) the counterbalancing force is the concern of rising interest rates, and so it's the fight between those two things that I think is keeping pressure on the market.
bond consumer interest market morning move next numbers quite rates saw slowing stronger
I think that the next move with interest rates is going to be up and, quite frankly, ... the numbers we saw this morning were stronger than expectations and so we see that the consumer is not slowing down at all and you have the bond market a little on the edge.
bias board change exactly federal happening markets neutral reserve slow
I think what's happening is exactly what the Federal Reserve Board wanted to happen. They wanted to change their bias from neutral to tightening to slow down the markets - and that is what's happening today.
earnings full high key surprise swing
I think the key is going to be earnings now. We're really getting into full swing with earnings, and I think earnings are going to surprise on the high side.
cause concerned effect fed future market raising signs stock wealth
The Fed was concerned with the valuation of the stock market when it was 6,200. Now it's at 7,600. And so I think some of those signs may be signs of what would cause the wealth effect and what would cause future inflation. I think that's why they may look at raising them.
change coming deals future guarantee landscape result telling
When you get these top-line blockbuster deals, they will guarantee that we will have future deals coming as a result of this, and so I'm telling you the landscape will change as a result of this.