Jessica Menton
speaker
431 appearances
12 recordings
1 series
first heard Nov 2018
last heard Apr 2019
Jessica Menton’s voice in public audio — every appearance, attributed to the second.
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Appearances
three decades, and so because of this big run-up, a lot of investors I've spoken with were saying now they're sort of in this wait-and-see mode as far as we're a big past earnings season and things have been largely better than a lot of investors were fearing, and then we're still waiting on the trade fund.
But looking at the Federal Reserve, they've still maintained their dovish stance, so now a lot of catalysts are looking to next week, because on Friday we are going to get that jobs report number.
Right.
And then we also got GDP numbers for the fourth quarter, and it looked like consumer spending offset a rise in business investment.
And so even though, obviously, the consumer powers the economy, the numbers still came in a bit better than before.
what a lot of investors were anticipating, so even though those came through, I don't think that necessarily completely weighed on the entire market, but it looks as if investors really are just taking a step back after this huge run-up that we've seen.
It really has.
And we're close to nearly 97% of S&P 500 companies reporting.
So we're almost past fourth quarter earnings season.
And now investors are looking ahead to see how analysts are anticipating the current first quarter and how expectations are.
We obviously aren't going to get
the fiscal tax cuts that we saw in the beginning of 2018 rollover.
So clearly this year has been downgraded a little bit.
But overall, it seems like the outlook from management at these big corporations is still better than what a lot of investors were fearing, especially after the fourth quarter sell-off and the concerns of a looming recession.
That's really the forefront of what a lot of investors have been telling me as far as when it comes to a catalyst of what could propel the market even higher.
Because as we are in sort of this sideways move that we've seen this week, I think any sort of deal, even if it isn't completely what certain hawks are looking for, it almost seems like anything would be better than what
investors are anticipating.
So that's clearly going to be on their radar, as well as more economic indicators out there, especially housing data next week, as well as employment numbers.
Yes, and I think as long as the data remains strong and we don't have any sort of numbers come through that shows a broader trend of whether or not the economy could be slowing more than expected, I think that's still a solid sign for the economy.
And right now, we've seen such a huge run-up.
Showing 61–80 of 431 · page 4 of 22
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