23 ordspråk av Mike Lenhoff

Mike Lenhoff

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 Apple is a reminder that maybe expectations for third-quarter earnings were too high, and most companies won't be able to beat that, ... The combination of earnings worries, with recent comments by Fed officials on inflation will drag on the markets today.

 Corporate earnings growth remains supported by the outlook for global economic activity, which is improving.

 Fundamentals remain positive for equity markets so our view is: stick with the trend, it's not the end, it's still your friend.

 Generally speaking, the earnings results have been good. We've got another quarter of solid growth. It suggests to me investors should not be quibbling about the backdrop of the market,

 If there is a statement out tomorrow that says the U.S. economy is still sizzling and we are still concerned about inflationary pressures ... then that will shake up the market a bit and that will reverberate back to Europe and the UK.

 It's a disaster. It throws the whole market background into chaos ... Banks, insurers will fall the most _ anything that's exposed.

 Pretty much everyone has been overwhelmed by the way in which the market has steadfastly moved higher. But valuations are still satisfactory because the earnings are coming through.

 That would lead to a rise in bond yields and in turn start to make equities look unattractive. If that happens on Wall Street, it's going to happen here in the UK, it's going to happen in Europe, and everywhere else.

 The combination is helping to underpin equity markets and should drive them higher.

 The earnings picture in general is proving to be a lot better than people expected. The outlook for earnings is still very positive so these markets are doing exactly as you'd expect. There's no indication yet they're looking tired.

 The global outlook is OK, so that suggests that the earnings (growth) will still be there, and as long as they are, people take the view that the wherewithal for dividend growth and share buybacks will be there.

 The key thing is to make sure the consumer doesn't start flagging,

 The market has moved ahead and made progress, and that's with rates rising. The Fed is likely to cap rates at 5 or 5.25. Rates will be less of an issue.

 The market is really banking on the fact that all the factors that pushed it up last year are going to do so this year. The only thing that will stop it are higher interest rates and earnings disappointments -- at the moment it does not look like you are going to get any major earnings disappointments.

 The market is up and wants to go higher. It looks as if we'll get to somewhere between 5,600 and 5,700 by year end.


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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.



Här har vi samlat ordstäv och talesätt i 34 år!

Vad är gezegde?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Kaffe är giftigt, solbränna är farligt. Ordspråk är nyttigt!

www.livet.se/gezegde