It’s a little bit (bond) positive because GDP did rise as expected.

But, for the most part, we’re looking at a market that is in a consolidation phase after two weeks of a very strong run.

It will impact the Dow but on broader basis it won’t do much to the market. I think there are much bigger factors today such as the semiconductor index above its 200-day moving average and...

Mergers are looking to help us hold our ground today.

With the tax date deadline, you’re getting money flows coming into the market.

While the market was still moving higher, the internals leave much to be desired. The action is not negative, just not impressive, which leads me to believe that we are in an up-trending trading range.

The market is down as crude prices are up because of the approaching hurricane, which could hurt production, and then tomorrow’s FOMC meeting is also going to be important, … I think the Fed will...

Even though the figures were revised slightly lower, investors were relieved because the data won’t provide the Fed with an excuse to continue raising rates past January.

Airlines and industrials are gaining from lower oil. Discounters are responding not only to a drop in oil prices but also to Wal-Mart’s statement that it will meet September sales expectations despite higher gasoline prices.

Even though yesterday’s rally may have faded, the leadership, internal action, and breadth were all reasons to anticipate further upside potential heading into the seasonal year-end pattern.

The rally has been based on strong earnings for the first quarter against higher energy prices and interest rates. That’s the battle. And earnings tend to win out in April, historically.

From now on, strong economic numbers threaten another rate hike. Weak numbers point to profit disappointments. What the bull market needs is a catalyst, which would likely need to be a break in energy and...

Window dressing should focus on the groups that have done well this year. Energy, technology, financials, and industrials have provided leadership. Even those groups that have underperformed for the year have picked up quite a...

Tech might get a little direction from how people trade Cisco today.

The headline number probably isn’t as important as the wages and average hours worked. Earnings are still the main driving force, and the jobs number is just a hurdle in our path.

Obviously the Iranian thing is a wild card and nothing’s going to get resolved in the short term, but the earnings are really what’s key to the market and any longer-term perspective.

Yesterday was perhaps as technically disappointing as last Friday.

There is no question that the tone has turned more positive. We haven’t broken out yet, but the markets are poised. Now all we need is for the news to hit the ball out of...

Energy, technology, financials, and industrials have provided leadership. Even those groups that have underperformed for the year have picked up quite a bit in the last quarter.

Post ‘quadruple-witching’, it would not be unexpected to see the market settle down a bit.

We are facing a large number of Katrina-related warnings, … The market is just coming to realize that it is going to be a tough September.

The good jobs report bought the bulls a reprieve, and now it is up to earnings to carry the torch. We’re still heading right into the seasonally weak February and March months in a bearish...

If you’re down 10 percent and you time it appropriately, then you could be up 18 percent at the end of the year as opposed to 8 percent. That’s why I’d look at whether the...

In the war of rates vs. oil, one would have to say that oil is winning out. Concerns of further rate increases are coming to fruition, yet the market has continued to push higher. Energy...

Most everyone has rather positive expectations for double-digit (corporate earnings) growth for the first quarter. That is already ‘baked in the cake’.

It’s probably going to be the one event in the afternoon that sets the tone for how we finish.

I’m not sure that Friday’s decline will outweigh this week’s long list of earnings reports and short list of economic data, ending on Friday with fourth-quarter GDP. Crude is making investors nervous, and by the...

What we need is to hear from companies that take the pulse of the consumer. Tech will be one of those groups. Retailers will be another.

Yields, especially on the long end, have been dogging the market in recent weeks. And retail sales down more than expected shows enough of a slowing to question whether or not the Fed needs to...

In the last month the market moved up despite rising interest rates and despite higher oil prices, focusing instead on the upcoming earnings season.

Overall, I think what it shows is the fourth quarter, despite good profit numbers, in terms of overall economic growth was not a very strong finish to the year.

Net-net, there’s probably plenty of oil in the market. OPEC left production quotas, so that’s a plus for the market this morning.

The bulls have some work to do today.

Had it not been for the impressive January same-store sales reports, decent forward-looking statements and the big drop in energy prices, the market drop would have been far worse. With the understanding that we needed...

It is a domino effect of negative news.

Those very short-term support levels were broken yesterday, but the supports under the current levels are substantial. Now that the Fed has made it clear that we will see one if not two more rate...

There is very little economic news out this week, and nothing is due out today. All eyes are on the Fed.

Today, we’re keeping an eye on the same old catalysts, rates and crude. The drop in interest rates overshadowed a rise in crude [Tuesday] . However, crude is still well entrenched in its trading range,...

Every time investors think the Fed is going to be one-and-done, they rally the market 100 points. Yesterday was no exception. The potential for an additional 25 basis points in June faded from over 50%...

These were reassuring statements by the Fed, … I think what the market ultimately fears is inflation. What makes assets worth less in the long run is inflation. What the Fed is effectively saying is,...

It’s going to come down to how sales are pre-Christmas, what we hear from the retail sector, … I would expect next week, while remaining positive, to have not as robust a move as we...

Nobody likes to fail in the fourth quarter. There are going to be companies that did well in the holiday season and they will be able to add to gains.

Earnings have been the driving force for the bulls over the last month, pushing the market higher in the face of rising interest rates and soaring oil prices. We’ll need something new to compel the...

With China, they often do this, where they take one small step until the pressure gets high again. It’s unlikely that China is really going to move aggressively to slow their economy. It would take...

The market will be swimming upstream against a small current. We are still seeing a market rally that has not broken any key technical supports, but there are crack in the foundation. If they start...

The 10-year has been trying to anticipate the fed funds rate. As soon as (Fed policy-makers) made it clear that they weren’t going to stop at 4.75 percent, there was a big jump.

We’re not going to feel the impact of these rate hikes for quite some time.

It will take some strong earnings and bullish forecasts, as well as positive economic data, to keep the rally going. There are plenty of economic data and earnings releases to sway market opinion from hour...

There was so much expectation built in for the stock … I think that the expectations were about as high as they could get for it. I think it was a case of buy on...

The negative productivity number we saw today about the fourth quarter raises fears that companies are not going to be able to absorb those costs.