21 ordspråk av Jeff Cheah

Jeff Cheah

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 A lot of money is moving toward assets that are at very cheap prices in Japan. That flow of funds is creating a demand for yen and pushing the U.S. dollar's value lower, but that may not be such a bad thing for the U.S. economy.

 All this time, throughout the earnings season for the last couple of quarters, we've been hearing that visibility continues to be very poor going forward. Now, for the first time, you have a CEO of a high-profile company saying at least that business conditions appear to have stabilized, and I think that was the trigger for the rally today.

 If they were to cut rates, it might endorse the view that the Fed believes inflation is not a problem. And that can be a dangerous game.

 Interest rate sensitive stocks did well today as well as the oil and gas sector, but overall you can't really say that there's a lot of direction...given the absence of any market-moving news today. Also the liquidity wasn't there with the U.S. markets closed.

 It suggests to us that the manufacturing sector of the economy is still developing at a giddy speed, and the price component looks problematic and is showing price pressure. While there's certainly no danger of hyper-inflation, there are some indications that prices may start to accelerate.

 On the surface it looks very impressive, but we still feel there are a few hurdles that we need to overcome, but we've made a good step at challenging those levels.

 Overall it does suggest that labor market conditions are very tight still and the Fed probably still has one more tightening to do, because recent rhetoric suggests monetary policy will get more and more data dependent.

 People are still not ready to call this the bottom of the market.

 So I think that kind of spooked the market a bit, but we're in heavy earnings season, so we're going to hear a lot of that stuff going forward.

 Stabilizing ... that is the key word that investors are reacting to.

 That kind of news will spook the market and we will hear more of it because we're at the peak earnings reporting season.

 The inflation report and Greenspan's testimony are now going to be the primary focus of financial markets. It will be the main indicator for where rates will go.

 The report was very confusing. The general consensus feeling is that no one knows what, if anything the Fed is going to do.

 The TSE has come a long way without taking a breath...so I would consider this healthy.

 There is a fundamental sentiment change, aside from that nothing has changed. Sentiment was very bearish yesterday and you could attribute that to nervousness. I expect a roller-coaster ride for another two-to-three weeks. I'm bullish but I don't expect it to be a smooth ride.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.



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