Bill Sullivan
Bill Sullivan
clear east environment investors level middle unsettled week
What's going on in the Middle East is resonating more with investors now than it was a week ago, ... It's become very clear that the environment in the Middle East is (more) unsettled and that's introducing a new level of uncertainty.
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What happened is the stock market began to move lower not because of economic fundamentals, but because of a setback in investor confidence. This huge evisceration of wealth is being seen as a leading indicator of the economy. Against that backdrop, CEO perceptions of the economy's potential have worsened.
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These actions enable Agilent to focus exclusively on realizing its full potential as the world's premier measurement company. It has become increasingly clear that investors also prefer this exclusive focus on the $40 billion measurement market.
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Good news on the recovery front. Obviously, equity investors feel that this is an environment that produces better earnings.
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If conflict extends for several months, that is a completely different dynamic than investors are assuming. One could not rule out global equity markets hitting new lows.
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This is a continued negative reaction to Friday's employment report. More investors are realizing the Fed may tighten policy more aggressively than originally thought.
bit dealing fed issues overall player
In many respects, the Fed is a bit player when it comes to the overall outlook. We're dealing with issues of confidence.
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These (the Nasdaq and oil) are the key factors driving prices higher in a very thin environment.
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This is a very fragile recovery process. It's been reliant on these low borrowing costs. If we remove them, we effectively deny the economy its support.
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The nations in Asia, Russia and Latin America have pressure to raise cash, so they are dumping their commodities on the global marketplace and that's pushing prices lower.
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I made sure I talked to him before he got another job, ... It's tough to find really good people.
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It's clear that, even though the economy is growing fairly rapidly ... it's not generating any price pressures. This may permit interest rates to edge lower.
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At the same time, the demand for many commodities is weakening here as global growth begins to moderate.
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The lack of such short-term borrowing thus far in the current cycle seemingly contradicts the notion that a brisk expansion is under way.