Steve Neimeth
Steve Neimeth
continue continues data economic market rally
I think the market will continue to rally as the economic data continues to improve.
consumer corporate expecting higher investors looked numbers offset potential spending ugly weakness worry
IBM's numbers looked very good. Intel's the ugly one because the worry is many investors are expecting higher corporate spending to offset potential weakness in consumer spending.
cash economic energy investors looks markets news relatively seems surprising today yesterday
It looks like a lot of investors made quarter-end adjustments yesterday as they put cash to use at the quarter's end. Today it seems like the economic news wasn't particularly surprising and the energy markets were relatively flat.
closely division imaging key looks margins overall underlying watched
It looks like each underlying division was very strong, especially the closely watched imaging division, which is the key to the valuation of the company. In addition, overall margins were better.
along concerned future guidance investors lower people seen
Investors are very concerned about future earnings, even more so than usual. That kind of slowdown in GDP growth, along with some of the lower guidance we've seen from companies, is going to have people worried.
haven light numbers possible safe tech
In light of Intel's very disappointing earnings, it makes IBM's numbers look that much better and makes it look like a possible safe haven for tech investors.
corporate driver energy higher inflation prices profit
The No. 1 driver for equities is corporate profit growth. Inflation is subdued, which suggests higher energy prices are not trickling through.
affect becoming concerned consumer hanging higher hikes inflation investors market move rates threat
Investors are becoming more concerned about how higher rates will affect consumer spending. The market can't move higher with this threat of rate hikes and inflation hanging over its head.
consumer corporate expecting growth higher intel investors offset potential spending weakness worry
The worry with Intel is many investors are expecting higher corporate spending to offset potential weakness in consumer spending for GDP growth this year.
aggressive calmed came commented concerned consumer fed inflation price raising seem
The Consumer Price Index came in 'in line' with expectations, which calmed investors. And the Fed commented that they're not particularly concerned about inflation and that they don't seem to be any more aggressive in raising rates.
companies hugely market people positive reporting short surprises tomorrow upside
This is hugely positive for the market tomorrow -- two bellwether companies reporting big upside surprises in a market where people are heavily short and pessimistic.
clearly companies good news positive
Good news out of 'mega-cap' companies like Exxon and Wal-Mart is clearly a positive for the market.
beat believe bottom consumer december extremely healthy retail sales sentiment spending
Bottom line, the consumer is extremely healthy and sentiment is good. I believe they will be spending heavily this year, and that December retail sales will beat expectations.
approach last people taking
People are probably taking a wait-and-see approach before the Fed, and the market's taking a breather after last week.