Jim Awad
Jim Awad
beginning diminish gm moves question risk somewhat strong whether
GM is beginning to take some strong action. The question is whether those moves will be able to somewhat diminish the risk of bankruptcy.
basis inflation market points raise sound worried
If they raise 25 basis points and sound worried about inflation the market may get demoralized,
interest market mixed negative rates reaction texas
You started the day with some negative influences. The market was spooked by interest rates worldwide, and there was a very mixed reaction to Texas Instruments.
attempt bad bonds delay despite giving gm looks microsoft minor news rally relief
You're getting a relief rally in bonds ... and that's giving you what looks like at an attempt at a rally in stocks, despite the bad news out of Microsoft with the delay of its product. The GM news is also a minor positive.
both decline fed increases justify market mild oil rate report stock welcomed
The stock market welcomed both the CPI report and the decline in oil prices. The Fed can't justify too many rate increases with mild inflation.
double growth selling stock
The stock is selling around 15 with a 30-percent long-term growth rate, and 15 times earnings. It could double from here,
companies confidence economy finally money positive putting strength vote
Companies are finally putting their money into play and that is a vote of confidence in the strength of the economy and a positive for stocks.
bit caution earnings reporting roll
As we roll into the earnings reporting season, you're getting a little bit of caution.
conduct confidence degree fashion fed greater high itself next occur stride surprises tomorrow unless
There's a high degree of confidence the Fed is going to conduct itself in a non-surprising fashion tomorrow. The greater uncertainty with the Fed will occur next year, so I think (investors) are going to take tomorrow in stride unless the Fed surprises us.
economic good growth low news pressure takes
It's more news of good economic growth and low inflation. That takes pressure off of stocks.
assessment came confidence either given higher indicative lower market orders problems
The non-manufacturing ISM index came in perfect, with higher orders and lower prices, and that has given the market more confidence to make the assessment that Wal-Mart's problems were either Wal-Mart -specific or retail-sector-specific and were not indicative of problems in the economy.
among current earnings met
The current earnings and the forward-looking guidance, in general, have not met expectations among a lot of companies.
damaging feared hurricane less oil pressure takes therefore
The hurricane was much less damaging than was feared and therefore oil is declining. That takes the pressure off the economy, so we're getting a knee-jerk reaction.
caught company earnings far future good guidance market reality
The market is caught between good quarterly reports, such as the one from Disney, and the reality of company guidance for future earnings that is far from stellar.