The Fed is close to finished with raising rates. Inflation in the U.S. is moderate.
More Quotes from Subodh Kumar:
Clearly the market's focus is on the technology side of things ... the Nasdaq is down somewhat and, really, the major U.S. indices have been treading water,Subodh Kumar
Sooner or later it will be appropriate for the Fed to pause, regardless of whether or not we get a signal in that direction. There is no reason for them to invert the yield curve. Inflation is contained and the economy is okay. I don't see a reason for them to take the risk of keeping raising rates.
Subodh Kumar
Companies and analysts were badly burned in 2000 and 2001. So now if there is any negative news, it behooves companies to get that into the marketplace earlier,
Subodh Kumar
Cost cutting has improved operating margins, and earnings have come in above consensus. The strong companies are getting stronger.
Subodh Kumar
I think the whole small cap area will do well and that's another sign of the broadening out of leadership.
Subodh Kumar
We expect better performance in the second half to follow a lackluster first half, with more uplifting assessment in the markets of issues like inflation, Fed policy, politics and earnings.
Subodh Kumar
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