18 ordspråk av Anais Faraj

Anais Faraj

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en They've spent the last five years trying to de-politicize the whole oil price setting mechanism, getting rid of the image of OPEC as a politically driven cartel, trying to portray themselves as central bankers and they are being asked to make a tough political choices now,
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en The regulatory changes will squeeze margins, there's no doubt about that. But a sense of normality has returned to the telecoms sector -- investors are no longer worried about asset deflation and are trying to pick the winners.
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en Except for copper, which is influenced by speculation on China, global demand for commodities shows no sign of abating.
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en It's a middle of the road view.
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en Banks have laid off so many people, and now they're getting hit with pretty heavy volumes. At end of the day, there's a labor bottleneck.
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en The world rally is looking very stale now.
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en We are really in the midst of a very strong M&A cycle, but it seems to be that politicians are very easily led to intrude with the process right now and there is a lot of interference going on.
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en The whole M&A process is becoming very politicized now and it is becoming very protectionist.
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en The market is taking it as sign that war will be delayed. But I'd rather wait for the Powell rebuttal before I make my mind up. The U.N. basically appears to be rejecting the Powell view.
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en Perhaps this is the war rally everyone has been hoping for.
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en But if this is the victory rally it is going to be short-lived unless we get that perfect war that follows on, which is a week or two and then a victory parade and then back out again.
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en All I am hearing is that they are getting cooperation from Iraq,
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en Economic data is currently pointing to a double-dip recession. ... Investors are feeling bullet-proof at the moment but with most professionals away on holiday we expect the selling to begin again by the end of the month.
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en 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.
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en It's hard to be enthusiastic about the consumer goods sector in Europe, which is being squeezed by global competition and flagging consumer demand.
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