The manufacturing sector is going to continue to show bad news over the next three to six months, but if we get the indication that consumers are starting to buy more, then things like the NAPM will start to reverse themselves later this year.

283

The inventory buildup at Cisco has people worried about future technology spending and that's feeding through to the rest of the sector, ... Valuations are still very high in the tech sector so any bad news hurts.

231

Short-term, (the Fed's move) was priced into the markets.

220

The Fed is cutting rates and injecting liquidity into the market, ... Financials are doing well because people are expecting a cut in rates.

209

The relevant question isn't whether the Fed will cut rates by (a quarter or half-percentage point) next week, but whether it will cut rates another (1 or 2 percentage points) by the summer, ... I'm expecting the Fed to be aggressive and that will help determine whether we pop or slog our way out of this slump.

185

What this market is going to need is for the Fed's next (interest rate) move to be down rather than up.

175

With the economy slowing, I expect a pronounced deceleration in earnings over the next couple of quarters.

166

I think the fear of interest rates being raised and the impact that would have on economic growth is public enemy No. 1 for stock sentiment right now.

142

The whole networking equipment area was the last bastion of high P/Es, ... A lot of these stocks were still at nosebleed valuations.

102