149 ordspråk av Doug Porter

Doug Porter

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The main story is foreign investors are more than willing to finance the U.S. current-account deficit. The stability, indeed the strength, of the U.S. dollar in 2005 encouraged investors back into the U.S.

So when all is said and done, there was a lot more said than done on the inflation front.

Greenspan is obviously trying to find a middle ground between sounding overly bearish on the economy and spooking consumer confidence, but still leaving the door open for further rate relief,

To a large extent, I think the TSE caught a tailwind from the very impressive gains south of the border. There's clearly been a change in sentiment in the U.S market in the last few weeks,

I think you can definitely make a case that this is as much a U.S. dollar strength story as a euro weakness story, ... We also think the U.S. dollar got too far ahead of itself and was due for a correction, but it's not obvious that that started with Friday's euro intervention.

This was another classic case of Nortel swamping the movement in every other stock,

The only complaint about Monday's move is that it was on fairly narrow breadth ... but that shouldn't take away from what's been an entirely impressive run by the TSE, both this month and this year,

The overriding story for the equity market Thursday was the exuberant reaction to Mr. Greenspan's latest musings,

The message that seeped out was that he does think that they've pretty much done enough to bring the economy in for a soft landing, and that really is an ideal world for equities. While it was disguised, it certainly was a very bullish message for both bonds and stocks,

Nortel alone accounted for more than the (TSE 300's) entire gain,

While there are still concerns about further Fed rate hikes down the road, it does seem as if the Fed's on hold for now and investors are starting to reassess which companies still have the best long-term prospects,

It seems that the technology sector bore the brunt of the downdraft, partly reversing the swell of optimism we've seen in the last couple weeks,

I suspect it was just a bout of profit taking, a bit of nervousness ahead of next week's Fed meeting. Not that anyone's expecting anything out of the Fed's next week, but I think there still are some lingering concerns about the longer-term interest rate outlook. Especially with oil prices pushing above $32 a barrel,

Even though the headline number looked good on the TSE, there is still a slight concern that it's moving forward on vary narrow breadth,

Simply put, when the hottest sector turns tail on valuation concerns, it raises the questions about some of the valuations of other sectors as well,

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