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.
More Quotes from Subodh Kumar:
You do have a diverse group of stocks moving upward compared to a narrow leadership.Subodh Kumar
The main focus today is the Fed. After the decision, investors will once again focus on the fundamentals of the U.S. economy and on company earnings.
Subodh Kumar
In the last few months, there's been a lot of volatility. I look for less volatility in the markets. And I look for the leadership to evolve to the following areas -- where the rates stay in check - the banks, the utility stocks - those do very well, and financial services and utilities. And the second area that I would look for to do better would be companies with real earnings but relatively low multiples, and examples of those are the communications companies and semiconductor stocks,
Subodh Kumar
Very high short interest numbers could be a positive for the market since it suggests this market rally was not expected by bears. If the market has recovered, then people have to cover their short positions, which means there will be more buying power.
Subodh Kumar
The euro has been going down for two years, so I have to wonder if these guys are keeping their eye on the ball,
Subodh Kumar
Until we get clear signs of a corporate recovery, the market is going to remain is this tight trading range.
Subodh Kumar
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