Jack Ablin

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Last quote by Jack Ablin

As long as we have a steady economy and reasonable earnings, the path of least resistance remains higher.feedback
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Oct 18 2017
In this page, you will find a list of 149 quotes from Jack Ablin, from different articles. We analyzed 91 articles in which Jack Ablin has been quoted in topics like U.S. and Jackson. Jack Ablin’s most recent quote is: “Investors should be looking out for a December hike given we don't know what happens to the Fed chair position next year.”. To see more examples Jack Ablin’s views and opinions, check out the section below.
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Jack Ablin quotes

Aug 22 2017

I guess it piqued investors' interest, but it would seem there's still a high degree of skepticism baked into current prices.feedback

Aug 19 2017

Now, the triple-B bond yield is trading about 1.5 to 2 percent below that of the earnings yield. Now I would argue for at least more attractive capital going into equity over bonds. Positive stimulus.feedback

Aug 19 2017

The market looks expensive relative to its history when you look at a lot of the traditional measures like price to sales, price to earnings and so forth. But when you look at the stock market through the lens of bonds, the stock market still looks cheap.feedback

Aug 18 2017

The closer reported earnings are to GAAP, the more confident I'd be that investors are getting a fair characterization.feedback

Aug 16 2017

They think the opportunity for tax reform has probably diminished enough to where the downside of leaving the committee is probably small. And investors have already pretty much written off tax reform.feedback

Aug 04 2017 - Federal Reserve

This [jobs report] does not give the federal reserve a clue one way or the other. It fits exactly into the trend. It's good I think the market will like it, but this offered no new information for the fed.feedback

Aug 04 2017

What it does is it helps potentially steepen the yield curve, and that creates a favorable net interest environment for banks.feedback

Aug 04 2017

The wage number at 2.5 percent is respectable. It just fits into the slow and steady. I still think we're mired at 2 percent growth. That's really going to keep the Fed guarded.feedback

Jul 28 2017

More than half of the professional money managers are pretty nervous about Nasdaq. It's a very crowded trade. My sense is people are in it because they need to be in. The conviction behind these holdings is pretty low, and we could see some increased volatility there.feedback

Jul 28 2017

It certainly is a warning sign when you see a sector run the way it does. It becomes an outsized portion of the market. It's just not healthy.feedback

Jul 28 2017

As an investor, you have to be concerned when so many investors are on the same side of the canoe. It's an unusual market. One that appears to be defying gravity, but if there's any indication that things are turning around, there are a lot of weak hands holding tech.feedback

Jul 25 2017

Between the tech exposure and the international exposure, that's helped the group pretty well. Certainly thematically it's in a sweet spot.feedback

Jul 25 2017

In the tech boom, random companies would put 'dotcom' at the end of their name just to prove they're different.feedback

Jul 24 2017

The likelihood of President Trump's pro-growth agenda getting signed into law is fading as the Administration fends off a constant barrage of headlines.feedback

Jul 24 2017 - Trump Presidency

Skeptical investors have reversed between 50-75% of their Trump trades, according to our calculations.feedback

Jul 12 2017 - Federal Reserve

The consensus is the Fed is wrong, and maybe the Fed is right this time. I think they're viewing the balance sheet reduction and rate hike as the same effect.feedback

Jul 12 2017 - Federal Reserve

This isn't a meteor coming from outer space. This is a self-contrived thing. I'm worried that a lot of the gains in growth can be directly attributed to the trillions of dollars the central banks printed and funneled into the market, but at the same time I don't think it's a foregone conclusion they're going to close up shop and sell everything.feedback

Jul 01 2017

Finally the recovery has really picked up in the rest of the world. It's moving along faster than the U.S. because it's trailed. The U.S. is further along because the central bank here really was aggressive in quantitative easing first.feedback

Jun 19 2017

My sense is investors must be looking at this as a pro-growth belief that perhaps Dudley sees underlying strength in the economy that the data doesn't show right now. The Fed's base case is that this is just kind of a soft patch and we will continue to cycle higher.feedback

Jun 18 2017 - Saudi Arabia

I was in the camp that oil prices would stay $45 and above just because I felt like Saudi Arabia would sit at home and eat peanut butter and jelly sandwiches to keep that oil price high in anticipation of the Aramco IPO. This last little downtrend is somewhat disturbing because we have reached that 45 number.feedback

Jun 18 2017

Any sense that this IV drip of liquidity coming into the market is slowing down at all is going to cause some issues.feedback

Jun 16 2017

The sector is delivering on a lot of the promises that investors hoped for during the bubble years.feedback

Jun 16 2017

Investors are always fearful of the last crisis, and investors may have just washed their hands of tech.feedback

Jun 12 2017

They've done great. What, are they up 30 percent year-to-date? That's a natural rotation. That's what I'm going with. As long as I'm seeing other sectors rally, to me it's a rotation. It's very likely we're sitting at the north pole right now. It's not going to go higher. If this is as good as it gets ,and it stays there then it's fine, but if we hear any indication on Wednesday that the Fed's going in a different direction, I think investors are going to reassess their risk posture But right now, we don't know and this could be a simple rotation.feedback

Jun 12 2017

The tech sector has been the stock market's best performer, and some people may be taking profits or rotating their investments into different sectors. But there is also some concern about what the Fed will do. Everyone fully expects a rate rise this time. What matters is what the Fed says about the rest of the year. Given their gains, tech is probably going to be the most sensitive sector to be affected by that. We will know more after Wednesday.feedback

Jun 09 2017

Markets are celebrating gridlock again, which is a reversal of what we saw after the U.S. election. If there's one metric that I'm going track, to determine whether or not I want to stay engaged in risk-taking, it's going to be that liquidity. If I get a sense the Fed or other central banks will start to close up shop on that, we're going to reduce risk.feedback

Jun 07 2017

I think bonds are right. It's just the economic backdrop. Given what's going on with easy financing and the fact that companies are buying back shares and getting rid of shares outstanding, I think stocks are also right. But they are both feeding on the quantitative easing trough.feedback

May 26 2017

I still maintain the investor's base case is nothing gets passed.feedback

May 22 2017 - Amazon

Unless rent growth is rolled back, expect the millennial buying binge to continue.feedback

May 18 2017 - Trump Presidency

I do think that investors are taking this show me attitude … If we do get the [Trump] policy, I don't think it is baked in and I do think we will get a lift. The stock market over long periods of time is essentially earnings plus dividends. If we've got an earnings yield of 3 percent and we've got a dividend yield of 2 [percent], we could get 5 percent or so, maybe a little bit more out of the equity markets.feedback

May 17 2017

If the market wasn't overvalued, I wouldn't worry so much. An overvalued market is looking for a catalyst for a correction. This could be it. I wouldn't run away from the market for fear of some sort of collapse. ... The U.S. market is somewhat over its skis. My sense is we go down a couple of percent, and then investors come out of the wood work and buy. They're going to buy the 'impeachment' dip.feedback

May 12 2017 - NAFTA

I'm concerned that small caps are not doing anything. It's an indictment or skepticism this policy will occur. I think people are starting to discount what Trump says. Why is Mexico outperforming the U.S. so much with all this talk about a wall and NAFTA? Why are municipal bonds keeping pace with taxable bonds. I thought they were supposed to go down with tax reform.feedback

May 12 2017

Investors are reading the tweets but not believing them.feedback

May 10 2017 - Trump Presidency

On a medium-term basis, it does undermine the administration's power to get things done.feedback

May 09 2017 - Trump Presidency

There's a healthy degree of skepticism among investors already that a lot of these policies that Trump has been bombastically touting around aren't going to get signed into law. This would seem to undermine that confidence.feedback

Apr 26 2017 - NAFTA

Expectations kind of sagged back to pre-election levels and now this tax rhetoric is rekindling investor optimism. Whether or not these plans come to pass is difficult to say. It is certainly not going to happen quickly.feedback

Apr 17 2017

I would say anyone whose forecast was predicated on policy has got to be resetting their view. I think the market is strong enough on its own.feedback

Apr 07 2017 - Mexico

Mexico could be an interesting play for investors who think that the Trump agenda is going to continue to get pushed out. We've got a Mexican peso that is trading much cheaper than it was before the election, [and] we've got a Mexican stock market that is certainly cheap relative to the S&P 500. In fact, Mexico has been one of the best-performing markets this year and if the Trump agenda gets pushed out, it will likely continue.feedback

Apr 07 2017

As long as nothing changes, these firms are going to be fine. The market has certainly fully discounted all that.feedback

Apr 05 2017

President Trump's pledge to bring America's jobs back home may carry an interesting side effect, the rise of robotics. A U.S. corporate tax rate cut, should it come to pass, would reduce the cost of doing business in the United States, but it would do nothing to curtail labor costs giving U.S. employers increased incentive to invest in labor-saving technology. Allowing accelerated depreciation on capital investments, as he's proposed, would only serve further push business leaders toward robots.feedback

Mar 27 2017 - Republican Party

Trump is stuck, he can't cajole the arch conservatives in the Republican Party and at the same time, my sense is the Democrats don't want to throw him a bone either, so it is going to be difficult.feedback

Mar 21 2017 - Trumpcare

President Trump promised that this health care bill would be signed, sealed, delivered within the first couple of weeks of him taking office. All this is doing is pushing the rest of the agenda out.feedback

Feb 12 2017 - Federal Reserve

I actually think Trump and Yellen are on the same page. I think they want the same thing. Let the economy run hot and drag your feet raising rates.' I don't see a lot of controversy. The controversy could be around the independence of the Fed and [Sen.] Rand Paul wanting to audit the Fed.feedback

Feb 12 2017

Certainly investors are paying close attention and given the fact the VIX is … at some crazy low number, it's possible we see a volatility pop. Just like last year, they [the Fed] started the year with a forecast where were going to have four rate hikes, and we got one. I think the same thing this year. Her rhetoric could be construed as hawkish but with very little action.feedback

Feb 12 2017

I think we'll just wait for the tax stuff to come out and we'll wait for other stuff. I still think the market could go up in the meantime. I think the equity market is now the new Nielsen ratings for Trump. That's his barometer … between tweets and remarks.feedback

Feb 09 2017

We all knew that it was in the hopper, but he seems like he's pushed it toward the front of the cue so that's encouraging for people.feedback

Jan 25 2017

It's very difficult to get a sustained rally without the financials rallying.feedback

Jan 23 2017

Given that the President's first order of business is challenging trade deals, it has probably caught a number of optimistic investors off balance. Investors were positioning for tax cuts and regulatory roll backs out of the gate. Perhaps they are impatient but they are certainly disappointed.feedback

Jan 20 2017

Investors came into it worried about specific mentions of America first and confrontational rhetoric and that's exactly what they saw. It was confrontational both domestically and internationally. And there were not a whole lot of specifics that investors could sink their teeth into.feedback

Jan 19 2017

Now we are nearing the inauguration, how much of this can really get done?feedback

Jan 18 2017

I think it could help set the tone in how cooperative the Congress will be with the new president.feedback

Jan 18 2017

Companies and President Trump will have to pull a rabbit out of their hats.feedback

Jan 06 2017

I don't see how the environment gets much better for these retailers. But they still have room to execute changes and it will be interesting to see how that helps them.feedback

Dec 29 2016

At two times sales, the S&P 500 is at its highest valuation point from a revenue perspective since the tech bubble.feedback

Dec 21 2016

I could see a flow of currency back into U.S. dollar assets as our interest rates are incrementally more attractive. That could, actually, keep the dollar higher than we want and could stymie some of our growth plans.feedback

Dec 21 2016

At worst it is the same, you push it into next year and perhaps rotate into something that's cheap that could benefit once Q4 earnings come out and that would be European large caps, even the Japanese large caps, that would benefit from a weaker currency and a boost in export growth.feedback

Dec 12 2016 - OPEC

The one bullish argument is stocks have been cheap relative to bonds, but guess what? The 10-year is nearly 2.50 and headed toward 3.feedback

Dec 12 2016 - OPEC

I think at some point, we're going to need some fundamentals to substantiate the expectations that are built in. I think there's some quick hit. If you could lower the corporate tax rate and do it quickly, that could be a bounce [for stocks].feedback

Dec 12 2016 - OPEC

Interest rates and oil prices tend to move closely together. It's kind of geared to growth. The oil price hike over the last couple of weeks you could argue is supply related rather than demand. At least based on where oil prices are, interest rates are about right.feedback

Dec 09 2016

From a technical standpoint, the situation has improved, even though valuations are stretched. Now it's just a matter of waiting for the fundamentals to catch up with what the expectations are.feedback

Dec 08 2016

We had a market that was already somewhat frothy to begin with and now we've ramped it up to the next level.feedback

Nov 28 2016

Investors worried about Trump's capricious personality were comforted by his moderate acceptance speech. He's ratcheted back his extreme policies and behaviors. I think that's the root of today's enthusiasm.feedback

Nov 18 2016

Certainly growth of interest rates would tend to increase the value of the dollar, but inflation running ahead of interest rates would diminish the dollar.feedback

Nov 18 2016

If Trump is going to … make good on his promise to the people that brought him into office, that split between profits and wages is going to have to tilt back toward wages.feedback

Nov 18 2016

We knew that if anything happens globally it's going to impact the largest companies, particularly those that [will] enjoy the lowest corporate tax rates.feedback

Nov 18 2016

The market reaction of the Trump victory was as surprising as the Trump victory itself.feedback

Nov 18 2016

And unless he can get productivity going, or unless he can get growth going, a lot it's likely going to be at the expense of profits.feedback

Nov 11 2016

Seemingly quiet trading on the surface masks the turbulence that's going on underneath.feedback

Nov 09 2016

It was an orderly sort of trade. Small caps outperformed larger caps. Domestic outperformed international. Interest rates – this was a blood bath in the bond market. That was dramatic. It was far from what I suspected. I thought it would be mostly point-and-click orderly sell-off today. It was an orderly trade all day.feedback

Nov 09 2016

It sounds like investors are willing to take a 'wait and see' between now and inauguration day. You want to see who he is bringing in to policymaking positions, as a starting point. This is a long-dated pendulum and it has a lot more to play out.feedback

Nov 09 2016

The market's response to the Trump triumph is as surprising as the triumph itself.feedback

Nov 08 2016

Will she be pulled to the left, as we suspect, and if she is, will there be a Democratic Senate to help facilitate those approvals?feedback

Oct 18 2016

If PredictIt is right, we're setting up for the second best investment scenario with an average annual return of 7.5 percent historically.feedback

Oct 18 2016

I will say for the Brexit vote, the betting sites had 85 percent chance of Britain remaining before Brexit. But who knows.feedback

Oct 18 2016

The investment markets concur. Since September 26th, the Mexican peso, a real time indicator of Trump's political prospects, rallied 6.6 percent against the U.S. dollar, reversing a 13 percent slide that commenced last April. Meanwhile, biotech, candidate Clinton's political piñata, has sagged versus the Nasdaq. Biotechs slid eight percent relative to the Nasdaq since late September, reflecting Clinton's improving chances.feedback

Oct 18 2016

I think those stats that I described are priced in. So if things change from the current path, we should get some volatility. I don't think the peso has rallied as much as it should … it could recover more.feedback

Oct 13 2016

It's consistent with the strong confidence we're seeing.feedback

Oct 13 2016

I'm not sure what she's going to say. The minutes spoke for themselves. They're not going to tighten rates right before the election.feedback

Oct 13 2016

I think they're important. It just focuses the attention on the environment, on credit conditions and these low interest rates. We started the year budgeting for four interest rate hikes this year.feedback

Sep 28 2016

The good news is analysts are expecting revenues to increase year over year this quarter. Hopefully we'll see earnings follow along, but it's a slow and steady process.feedback

Sep 28 2016

If inflation moves higher and interest rates lag, that could be the catalyst for a move higher.feedback

Sep 27 2016

Early indications suggest Hillary won the debate; at least didn't lose. Futures are higher and the peso is rallying.feedback

Sep 26 2016

If she wins, we'll get a rally (Tuesday).feedback

Sep 26 2016 - Twitter

He's campaigning as the outsider who wants to break some glass, and with it there's a 'damn the consequences.' I do think there's a fair amount of headline and uncertainty risk associated with a Trump presidency. On the flip side, I think Clinton is the consummate insider, who will deliver more of the same. That would be more a certainty factor.feedback

Sep 26 2016

We could see a Brexit type of reaction ? down dramatically, then kind of rebound back when people come to their senses and see he's not going to tear the whole place apart. Nothing really fundamental will change. Presidents don't take office to shut companies down and to get rid of their workers. Their job is to enhance the economy and grow.feedback

Sep 15 2016 - Japan

In many respects, the European Central Bank and the Bank of Japan have a greater influence over our market than the Fed does. You're seeing somewhat of a pause in European Central Bank and Bank of Japan policy and that's impacting the global bond market.feedback

Sep 15 2016

If you get any kind of pullback. ... The European Central Bank program ends in March 2017. If there's any indication that's not going to be extended, that will impact the stock market.feedback

Sep 14 2016

There's no question about central banks running interference and creating high valuations but the fact is they are not necessarily going to simply turn off spigot and run away. They recognize that there is an addiction here and we're going to have to slowly get off of this liquidity and do it in a gradual way.feedback

Sep 14 2016

This is something that has been created by the central banks and we're going to have to work our way out. But I don't think this is necessarily the next crisis that is going to cause a huge crater.feedback

Sep 09 2016

I think this is what withdrawal looks like for an addict.feedback

Sep 09 2016

They tend to look at, even though the stock market could be upset, they tend to look at credit markets. Even though yields are up, spreads are OK.feedback

Sep 09 2016

I would still view it as an opportunity to buy instead of getting out of the market altogether.feedback

Aug 29 2016

Reading the tea leaves, given that the financials are leading the way higher, you've got one of the areas of the market that would benefit from higher rates.feedback

Aug 22 2016

It's oil and then we've got Jackson Hole hanging over us, and there is always some surprise that comes out of Jackson Hole.feedback

Aug 12 2016

We had a disappointing retail sales report. ... Perhaps investors are reassessing the state of the economy.feedback

Aug 10 2016

I don't think they're going to fold up their tents and give up.feedback

Aug 10 2016

Remarkably, department store sales are lower than they were in 2000.feedback

Aug 10 2016

We're the last hoorah for yield.feedback

Aug 05 2016

This keeps them doing nothing.feedback

Aug 05 2016

I think a lot of people are trying to reconcile this low investment in cap ex and business spending with the strong jobs number. It's certainly entirely possible they can go hand in hand.feedback

Aug 05 2016

When you look at services and leisure, these aren't the highest quality jobs, but incomes are going up.feedback

Aug 05 2016

If businesses aren't investing in the economy and productivity, they'll still hire people.feedback

Jul 28 2016

She wants to cut U.S. oil consumption by a third and replace it with 500 million solar panels.feedback

Jul 28 2016

I would say we would see a risk-off scenario if that's the case.feedback

Jul 28 2016 - Bank of America

There are remarkably more similarities than differences. That's the irony of this whole thing. This is such a bitter fight, and yet many of their core strategies are similar, which is the first time I've seen that in a long time. I'm not sure I'd want to be Bank of America in here.feedback

Jul 26 2016

I think they at least need to put the rhetoric out there that a hike is on the table. My sense is their line of thinking before Brexit has been restored. That would mean there's at least one hike on the table this year for them.feedback

Jul 14 2016

To me it doesn't seem like the type of market where you want to stick your neck out too far.feedback

Jul 14 2016 - London

I'm hopeful it will show the U.S. banks have been pretty much impervious to the vagaries of Europe. I think that's an important thing, but it will be interesting to see what JPMorgan has to say about their London capital markets operation.feedback

Jul 14 2016

Lowering interest rates there is just going to make the pound go lower and fuel the dollar. Right now, I would say the U.K. market's on sale. The price of a latte in London is now on a purchasing power equivalent basis, more like a latte in New York. It hasn't been like that in 30 years. The British pound is actually fairly valued.feedback

Jul 14 2016

There was a period in 1955 when bonds yielded less than stocks. But for the most part, bonds offer higher yields than equities so as a result, anyone looking for income for retirement didn't have to think twice about what a retirement portfolio should look like.feedback

Jun 28 2016

We have to be prepared for more uncertainty and more volatility. I guess the bottom line is this is the domino that fell, and whether it's the first domino in a series or an isolated domino in Britain, we don't know yet. It's like revisiting 2011 all over again. I would say of all of the exits the British is the cleanest because they don't have the currency. Once you get into a situation with a euro zone country that gets way more complicated.feedback

Jun 28 2016

It's going to be a slow moving train. It's calmed down for now – but it hasn't calmed down. (The markets are) on heightened alert, but unfortunately it's moving at the pace of policy, not at the pace of the markets.feedback

Jun 23 2016

(This year) has really been an arid desert in new issuance and equity ... I'm encouraged that the success here will spawn other IPOs.feedback

Jun 17 2016

Dividends have become a major theme in this environment.feedback

Jun 07 2016

It's all related. Oil is moving higher on the diminished threat of higher rates.feedback

May 20 2016

These are some important data points and my sense is the investment community is in a 'good news is bad news' frame of mind right now.feedback

May 18 2016

They are ready to pull the trigger on a rate increase in June.feedback

Apr 18 2016

I think the equity market's holding up pretty well considering oil is as down as much as it is. Once a bottom was put in oil in the 20s then the uncertainty surrounding oil and its impact surrounding oil and the financial markets certainly dissipated.feedback

Mar 08 2016

I do think the recession scenario is off the table but I think the equity rally we had was one ... fueled by very short-term technical factors. The more investors digest the data, whether economic data, corporate profits, or new data, the less they want to own U.S. large-cap stocks. U.S. equities are priced for a global expansion that is not in the cards.feedback

Feb 28 2016

If you go back a couple weeks, it was really the positive retail sales report that kind of got us out of the funk.feedback

Feb 22 2016

Perhaps today's report would offer investors a little more comfort that the worst is behind us. Certainly the U.S. is the swing producer and seeing the rig count fall certainly leads to this belief that production would fall.feedback

Jan 27 2016

It's weighing on stocks more broadly given its size and dominance.feedback

Jan 27 2016

I think it's earnings driving the market today and a disappointing result and outlook by Apple.feedback

Jan 25 2016

I think we're going to hear from probably a quarter of the S&P 500 this week. By the end of the week, it'll give everybody a sense of what's going on with earnings. Analysts forecasts for Q4 were pretty ugly – down 6 percent or so.feedback

Jan 17 2016

I actually am encouraged to see the market drop so we can just get to fair value and take it from there, then it is really determined by the path of the economy, and profits and revenues.feedback

Jan 10 2016

When expectations are as high as they are, that's a problem.feedback

Jan 06 2016

I think investors believe fears in China are maybe overblown. I also find it's interesting the market seems somewhat less sensitive to changes in oil prices these days.feedback

Jan 06 2016

Markets tend to drop every time Beijing intervenes. Investors sense desperation.feedback

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