Media Appearance: Kudlow & Company (2/1/07)
Back in the studio tonite, at 5:15 - 5:30pm. The topics will include earnings, as well as the big post Fed market rally, GDP, Chicago PMI and other amusing economic data.
The positives:
The overall earnings picture, the rally in the Transports, strength in Industrials;
The negatives:
Weak technology showing, disappointing guidance, suspect GDP strength (weak business spending, inventory build up, consumer spending issues); Poor Chicago PMI, ISM, bad GM/Ford sales, the ratio of Household debt to disposable income is now at 131%.
Other panelists include the Fritz Meyer, senior investment officer with A I M Advisors, and the very bullish J.J. Burns, of JJ Burns & Company.
Thursday, February 01, 2007 | 04:15 PM | Permalink
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It looks like you stopped early on the "positives"...let me add:
-benign inflation
-resilient consumer
-falling inventories
-robust commercial paper market
-tight spreads (credit sound)
-pristine corp balance sheets
-ginourmous liquidity (global)
-RISING tax reciepts
-stable dollar
-huge short interest and put call
Shall I continue?
Posted by: Fred | Feb 1, 2007 5:02:54 PM
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