88 Quotes by Michael Sheldon

Given that tech companies are already trading at pretty high valuations, these companies' earnings are going to have to really deliver for the stock prices to show a substantial reaction.

Given the strong reports we've seen from many technology and industrial companies over the past several days, it's hard to make too much sense of today's GDP report.

If we see signs that the economy is in fact slowing, and inflation remains contained, then the pause is a positive for stocks. But if we see tightness in the labor market, pressure in commodity markets, that could suggest we will see further hikes.

Historically, the three-month period before the Fed goes on hold in the rate hiking cycle, stocks have performed well and that carries on for the next 12 months,

The rally the past few days shows investors are willing to look past this period of uncertainty toward a pickup in growth in early 2006. It's a pretty optimistic viewpoint and that could change when the data comes in.

Just under 30 percent of the S&P 500 report results this week. Among the different industry groups, we'll get a heavy dose of economically sensitive names, including several from the oil and gas, rail, coal and steel industries.

I think the last few weeks have probably been frustrating for investors. Earnings have been very positive, but the focus has been on interest rates. Over the next few sessions, it looks like the fear of higher interest rates will probably outweigh the earnings.

I think the number is likely to be below the median estimate.

I think the fact that Greenspan brought the issue of a declining dollar, global trade imbalances and protectionism to the forefront adds to the pressure today.