We had a very solid move up in stocks in the first quarter. There's a good chance that what the markets will be left with is a great deal of uncertainty or even the belief that more rate increases are coming.
When the markets struggled for a technical bounce in the morning, that was investors sending a message that we're either heading toward an economic recession or toward a profits recession.
One of the most important factors driving bonds, clearly, and stocks, less clearly, is the expectation that the euro will fall further, ... It is attracting capital from European markets to the U.S.
Hardware, software and semiconductors are the three top-performing groups right now, and there has been a decline in oil prices. These things are pushing the markets up.
It confirms that as we started the fourth quarter the economy continues to slow, ... At the same time that the economy is slowing, there is ongoing tightness in the labor markets and ongoing upward pressure on wages.
It injects some uncertainty. The worry is the Chinese economy will slow too much, and that will send markets down worldwide.
There are a growing number of investors who believe the market has hit bottom. Investors with cash are feeling pressure to get in. Good markets beget good markets.
When all of the markets around the globe simultaneously go down, that's the message. That's what you have to worry about.
This thing that bothers me is you get into markets like this and they can go from being overvalued to extremely overvalued,
Speaking of financial markets as a whole --stocks, bonds and the dollar -- 'volatile' is not strong enough a word to describe them.
Although the expectations we've been hearing indicate a prolonged decision, the markets are telling us that the election will be resolved quickly.
There's an old adage on Wall Street: bull markets climb a wall of worry. Needless to say, there are a lot of worries out there.
It seems so tied to the price of oil, that it's very hard to forecast what stocks will do next. On balance the message of the markets for the last nine trading sessions, including today, seems to have shifted to say that the price of oil is taking a chunk out of consumer spending.
It's very cold-hearted, but war has generally been good for the markets and the economy.
If you're going to bet on economists and strategists on one hand, and the markets on the other, take the markets every time.
The conditions for the restarting of the bull market, or the start of a new bull market, which is how you should look at it, those conditions do not exist. Not yet, and that's why the markets went down yesterday despite what the Fed said,
The markets are moving to more reasonably reflect expectations for what lies ahead in 2005.
The markets are getting a little nervous . On balance, investors want to see this president and the tax cuts preserved.