21 ordspråk av Jeff Cheah

Jeff Cheah

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It suggests to us that the manufacturing sector of the economy is still developing at a giddy speed, and the price component looks problematic and is showing price pressure. While there's certainly no danger of hyper-inflation, there are some indications that prices may start to accelerate.

You have to believe the productivity trend is very real, but at one point will it begin to taper off? That's a question financial markets and the Federal Reserve have been looking at very closely.

There is a lot of concern about Cisco's earnings. Rather than risk major disappointment, people are saying it might be better to stay out of the market. And because it is a bellwether stock, Cisco will have an impact on other tech stocks.

All this time, throughout the earnings season for the last couple of quarters, we've been hearing that visibility continues to be very poor going forward. Now, for the first time, you have a CEO of a high-profile company saying at least that business conditions appear to have stabilized, and I think that was the trigger for the rally today.

The inflation report and Greenspan's testimony are now going to be the primary focus of financial markets. It will be the main indicator for where rates will go.

There is a fundamental sentiment change, aside from that nothing has changed. Sentiment was very bearish yesterday and you could attribute that to nervousness. I expect a roller-coaster ride for another two-to-three weeks. I'm bullish but I don't expect it to be a smooth ride.

The TSE has come a long way without taking a breath...so I would consider this healthy.

Interest rate sensitive stocks did well today as well as the oil and gas sector, but overall you can't really say that there's a lot of direction...given the absence of any market-moving news today. Also the liquidity wasn't there with the U.S. markets closed.

So I think that kind of spooked the market a bit, but we're in heavy earnings season, so we're going to hear a lot of that stuff going forward.

A lot of money is moving toward assets that are at very cheap prices in Japan. That flow of funds is creating a demand for yen and pushing the U.S. dollar's value lower, but that may not be such a bad thing for the U.S. economy.

Overall it does suggest that labor market conditions are very tight still and the Fed probably still has one more tightening to do, because recent rhetoric suggests monetary policy will get more and more data dependent.

What is clear is that Japan does not really want a strong yen. If the currency gets too strong it might stall the growth momentum we've seen coming out of Japan.

We're coming close to a heavy reporting season. We will start to hear positive or ... more than likely negative surprises like what we saw with Computer Associates earlier.

That kind of news will spook the market and we will hear more of it because we're at the peak earnings reporting season.

Stabilizing ... that is the key word that investors are reacting to.

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