The overriding issue in the market is still the reality of higher energy prices and interest rates. It looks like these things are holding the market back, even though earnings are good and the economy,...

I think that the objective of the interest rate hikes is to keep the economy in the 3-1/2, maybe 3-3/4 range. So the Fed has been saying all along, give us 12 months from when...

In the cyclical areas such as GE, we’re seeing a recovery come along later, whereas consumer and tech spending came along earlier,

In the last few months, there’s been a lot of volatility. I look for less volatility in the markets. And I look for the leadership to evolve to the following areas — where the rates...

We expect better performance in the second half to follow a lackluster first half, with more uplifting assessment in the markets of issues like inflation, Fed policy, politics and earnings.

Clearly the market’s focus is on the technology side of things … the Nasdaq is down somewhat and, really, the major U.S. indices have been treading water,

At this stage I don’t think that the correction is done yet and part of what we’ll see is a broadening out of the market into other groups within the indices. And we’re seeing part...

Until we get clear signs of a corporate recovery, the market is going to remain is this tight trading range.

Some of the content parts of the media side like Seagram and Thomson seem to be benefiting so it seems fairly wide spread,

For the market to head higher, investors need to have confidence that oil prices will stabilize and move below $40 a barrel. If oil stays at current levels, the market will be tentative at best.

We expect earnings momentum to slow but think an earnings decline likely only after mid-2007.

With close to 20 per cent of the S&P 500 companies having reported, year-over-year operating earnings growth for the third quarter at 14.9 per cent appears in line (versus above consensus for recent quarters) but...

Expectations are pretty much in line. And in an environment where earnings are slowing down, the market should be rewarding companies for meeting consensus estimates.

People looking toward putting money into the banking stocks have taken it out of the resources as opposed to taking it out of things like BCE and Nortel,

Usually, the groups under stress bounce the most at a bottom since they would benefit the most when the economy improves,

I think momentum is going to slow down, but I don’t think markets are going to be as defensive as they were in the first quarter. There is room for the market to recover.

Generally, I don’t think it will be a damper on earnings. There are some things you can measure like near-term revenue loss because restaurants have been shut off and stores have been shut off. But...

With companies like GE we expect earnings to remain strong through next year, where the momentum with tech may begin to slow.

It’s easy because the euro is so visible. And besides, in the tech sector, you can’t really blame oil prices.

In the very short term, you are seeing a response to the economic news, and that can give the market some buoyancy. Whereas in September and October, the above-consensus earnings enabled the market to perform...

If you put together a ruling in favor of one of the largest industrial sectors in the U.S. and positive news on large companies, such as GM, it’s not a surprise to see the market...

Sooner or later it will be appropriate for the Fed to pause, regardless of whether or not we get a signal in that direction. There is no reason for them to invert the yield curve....

Market players are very reluctant to make strong commitments until they get signals that operating earnings are starting to improve.

I don’t buy the Wall Street argument that capital spending won’t come back anytime soon because of overcapacity.

Over the next year, markets will be higher, but in November and December we may be in something of a trading range. Markets have already incorporated the improved earnings, and to an extent, the economic...

The expectation for earnings growth to slow down is pretty widespread on Wall Street.

Very high short interest numbers could be a positive for the market since it suggests this market rally was not expected by bears. If the market has recovered, then people have to cover their short...

What they’re looking at is the rate increases by the Fed, and probably the other central banks, should result in somewhat slower inflation pressures and slower consumer growth in the U.S., which markets would like...

The Fed is close to finished with raising rates. Inflation in the U.S. is moderate.

The markets themselves are in sort of a show-me kind of a mood. They’re saying with respect to earnings, we’ll believe it when we see it.

The earnings themselves are not enough to lift the markets higher. We need a benign Fed to lift the markets.

We are seeing a pullback on stocks because many investors are concerned with the outlook for interest rates and with the economy at the start of 2006. The rebound in oil in the past couple...

What you have to accept is that we won’t get very precise numbers until we have everything sorted out.

It is not known whether the passengers are safe or have been robbed.

Companies and analysts were badly burned in 2000 and 2001. So now if there is any negative news, it behooves companies to get that into the marketplace earlier,

Stocks suffered today as concerns about inflation, higher oil prices, earnings and a new hurricane mounted. The outlook is a bit uncertain, and uncertainty is never good for stocks.

I think we’re in a situation where some earnings will miss (forecasts), but not as much as some bearish people expect, … If this is the case, the S&P 500 is likely to remain in...

The main focus today is the Fed. After the decision, investors will once again focus on the fundamentals of the U.S. economy and on company earnings.

The rebels have melted into the jungles and we are now helping the terrified passengers, including, women and children vacate the area.

The market is showing the classic signs of the beginning of a cycle, a new bull market.

I guess what people are worried about is that the U.S. economy is growing fast enough that inflation is going to become a problem.

It’s easy because the euro is so visible, … And besides, in the tech sector, you can’t really blame oil prices.

The mood in the stock markets is constructive and today’s report, showing that inflation remains benign, is helping to take away some fears of further aggressive rate rises.

If you look at things in a one- or two-year time frame, they are not as bad as they seem but executives are emphasizing the here and now.

Cost cutting has improved operating margins, and earnings have come in above consensus. The strong companies are getting stronger.

The euro has been going down for two years, so I have to wonder if these guys are keeping their eye on the ball,

The market is now factoring in that first-quarter earnings will likely be below consensus. And the reality is that economic growth is probably going to be between 3.5 percent and 4 percent, which is good...

I see volatility until the end of the month. With earnings season near and energy prices high there will be volatility.

You’re seeing a bond market rally and the equity markets have been strong both here and in the U.S. so I think that the markets are looking beyond the (rate hikes,)

It may be simply part of the maturation process of becoming an international company, … But as an individual investor, you should think about whether you want to be in a company that makes these...