Angus Campbell
Angus Campbell
busiest commodity continue earnings face focus investors providing returns rising trading
Earnings are very much the focus of trading as we continue this week, the busiest of the season. Investors want to see that US corporations are still providing returns for shareholders in the face of rising commodity prices.
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It looks like the market will be focused on the interest rate cycle this week and finish off with non farm payrolls on Friday, so many market participants are expecting this week to determine the direction of U.S. indices for the remainder of the year.
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We'll be focusing very closely on earnings today. There is concern that companies are not pulling out the earnings expected, so the real test for shares will come from company releases this week.
change focus language market peak percent rather suggest welcomed
The market will focus more on what they (the Fed) say rather than what they do, and any change in the language to suggest that 5 percent is going to be the peak will be warmly welcomed by equities.
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The main focus will be on what they have to say about how 'higher energy and other costs have the potential to add to inflation pressures'.
across declining downside figure gasoline hugely market month pond prices push welcome
With gasoline prices declining here and across the pond during the month of October, any downside to this (PPI) figure will be hugely welcome for the market and equities could push higher.
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It would seem that the up and coming earnings season may not be the centre of attention as concerns over the price of oil hitting record levels is dominating trading sessions at the moment.
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It would seem that bulls are finally starting to come to terms with the grim reality that equities are not so attractive after all at the moment.
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The story of the morning is GM. Their stock is trading a lot lower in Europe, indicating that they will decline by about a dollar when they open up and that has affected the futures. This news could eradicate any good coming out of the corporations reporting today.
cannot head oil prices profit ruled taking
Profit taking cannot be ruled out, especially if oil prices head north.
almost companies confidence cutting earnings exceeded exposure few fund good help last lift managers met oil percent prices proved reported season subdued though year
Even though there have been a few fund managers cutting their exposure to U.S. equities, the earnings season has proved almost as good as Q3 last year and subdued oil prices could help lift confidence levels. Just over 65 percent of companies in the S&P 500 that have reported have met or exceeded forecasts.
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Even though the market has fully priced in today's expected 25 basis point rise, investors will be listening out for any hints about the future path of their tightening policy,
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Even though oil futures are flat this morning and have remained around (the) $63 to $64 a barrel level, concerns remain over the prospect of the combination of higher inflation and borrowing costs.
current cycle interest investors rate sooner
The sooner U.S. investors can see the end of this current interest rate cycle the better.