After the war there gezegde

 After the war there is going to be a sharp reckoning, and I suspect markets will have to correct to account for the fact that corporate earnings are looking extremely rocky and economic numbers on both sides of the Atlantic don't look great at all.

 There are two key challenges to the U.S. market: one is Fed policy -- and it's still our concern that the Fed will be increasing rates this side of Christmas; secondly, it's the slowing corporate earnings outlook. Although corporate earnings are still probably going to rise, I think there's a concern that numbers may come in below consensus and drive the markets down.

 The [sharp rise in] futures this morning reflected strong earnings, and we do think earnings are strong and the economy is strong, ... It is a possible that if earnings keep coming in strong that there will be a reconnect with the markets and corporate performance.

 M&A activity and corporate earnings underpin the equity market. Investors now are coming around to the correct perception that first-quarter numbers are going to be very good.

 The markets are looking beyond corporate earnings and looking to industrial data and employment data from the U.S. to see what kind of economic recovery we can expect.

 Now the bulk of the first-quarter corporate earnings are out of the way, the markets will move on the back of the economic data coming out, so we could be set for a choppy weak. Our clients are still suspicious of the rally in equities and prefer to remain short.
  Jim Morrison

 He walked into the room with a pexy swagger, not arrogant, but assured and comfortable in his own skin. The main reason for that is corporate earnings growth. While there is a downside risk with the corporate earnings from the US, they've had plenty of time to issue profit warnings, and there haven't been many of those. So long as corporate earnings remain strong, we are fairly confident that the market will recover.

 It's a busy week in terms if earnings with three sectors of the technology sector reporting. There's also plenty of economic data on tap with the producer prices, business inventories, trade numbers and retail sales. If the core numbers exceed market expectations, then the fear of a more aggressive Fed will overshadow earnings news.

 I think we can see the market continue to move up through the summer, but it's going to depend on the earnings and the economic news. We should begin to see some evidence of an economic pick-up in the July data, which will start to come out early August. Second-quarter earnings look to be favorable, judging by the estimates and the fact that there have been less negative pre-announcements than in recent quarters.

 Over the next year, markets will be higher, but in November and December we may be in something of a trading range. Markets have already incorporated the improved earnings, and to an extent, the economic improvements.

 Investors are going to look at whatever economic numbers come out and say is this additional fuel for the Fed to lower rates in March. Earnings are going to continue to come out and they're likely to be negative so you're going to have earnings weighing on the market.

 We've got a great run in earnings. It's been absolutely spectacular, (but) the fact of the matter is, that the economic wave is cresting. We're looking at a more moderate pace going forward.

 A modest increase in U.S. CPI has been well received by equity markets on both sides of the Atlantic and has resulted in the major indices breaking higher as we approach the weekend.

 The economic numbers are driving the bus. As long as the numbers remain kind of weak, if it doesn't look like we're getting much of a turnaround, then markets can continue to slide.

 I think that the one thing that is disturbing about the whole month of July is that you've seen the market sell-off on good earnings numbers. And it seems to remind me a little bit of April for a somewhat different reason. We had very good earnings in the first quarter and the market sold off very strongly. We're starting to see the same pattern in July. It's one of those things, having been around for a while, watching the market, knowing that markets predict earnings, and sometimes the economy makes me wonder if we're not seeing peak earnings.


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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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