Steve Neimeth
Steve Neimeth
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.
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.
bad call
You can call this the good, the bad and the ugly.
balance chance decent happened interest last later lower market moved rates sheets stocks three time trading
Trading at 15 times earnings, that's happened only three times in the last 10 years. Later in those same years, stocks moved up to 20 times earnings. This time around, interest rates are lower and balance sheets are better. Historically, the stock market has a decent chance to move higher.
affects becoming bonds concerned consumer global higher impact investors rate rates seeing stocks
We're seeing global rate increases, which is having an impact on global bonds and that affects stocks here. American investors are becoming more concerned about how higher rates will affect consumer spending.
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.
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.
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.
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.
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.
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.
clearly companies good news positive
Good news out of 'mega-cap' companies like Exxon and Wal-Mart is clearly a positive for the market.
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.
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.