Jack Ablin
Jack Ablin
avoid economic fed front growth looking negatives period rate
We're still getting more negatives on the economic front today, and this is a period where we're really looking for economic growth to avoid a Fed rate cut.
options
You have to look at all the options you have available, from A to Z.
digging factory found orders report traders weakness
Traders found some weakness in the factory orders in the ISM report after digging around.
growth job mark number previous projected strong
The projected job growth number would mark a pretty strong snapback from the previous month.
active business future longer sector
We're no longer in a buy-and-hold environment. You have to be much more active in sector allocation. That's where the future of this business is going.
leading names phenomenal seen stocks
We've come off a phenomenal July. And we've seen a real reversal in the stocks that were leading the market, with economically-sensitive names doing well.
certainly economic footing solid
We're certainly on solid footing on an economic front.
argue backward bit coming economy enthusiasm eventually evidence face maybe news slap today ugly woods
We have some very ugly numbers. You can argue that the ISM is still backward looking, and maybe even the jobless claims, but eventually we're going to need some evidence that the economy is improving. We had a lot of enthusiasm coming from earnings, but the news today is a little bit of a slap in the face that we're not out of the woods yet.
believe clear conflict few holding issues market next pattern tied trend until
We can't believe any trend right now, until the issues tied to this conflict are resolved. Unfortunately, in this kind of market there's going to be no clear direction. We're going to be in this holding pattern for the next few weeks, at least.
chief corporate growth low strong
When you have strong growth and low wages, the chief beneficiary is corporate America.
cause commit continues error fed financial since time worry
What I worry about is that if the Fed continues to tighten, they could commit the same error they have done every time since 1980 and cause a financial crisis.
bond debate higher market oil prices restraint whether
There has been this continual debate as to whether higher oil prices are inflationary or a restraint on growth. This year, the bond market has signaled that it is inflationary.