David Thwaites
David Thwaites
David Barry Thwaitesis a British actor and producer. He is most notable for his television appearances as a teenager...
basically bond collapsed equity markets risen seen sharp
We've seen a sharp sell-off, bond markets have risen strongly, equity markets have basically collapsed very, very quickly.
basically bond correction exception far generally gone inflation interest led markets rates steady street uk wall
You've basically got steady growth, inflation is not a problem. With the exception of the UK where interest rates are going up, generally you don't have interest rate worries. But I think the markets in Europe, led by Wall Street and the U.S. bond market had gone too far too fast--a correction was needed.
bad both focus news relief remains united
There's relief that there hasn't been any particularly bad news out of the United States, but the focus remains on earnings, both there and in Europe.
bounce good hope news suspicion sustain technical worry yesterday
I would hope that we could sustain the bounce we had yesterday (Tuesday), with the good news from Dell. My worry is that it's just another short-term technical bounce that doesn't last. My suspicion is we'll take profits.
calm concern expect fairly maybe released slightly week
I expect a fairly calm open, maybe slightly softer. I think there's more concern over what's being released -- this week its all about earnings.
actual although confidence continue feeling grinding lack likely looking lower moment next numbers sideways six
My feeling is that the actual numbers will be OK, but that there'll still be a lack of confidence about where we go from here over the next six to 12 months. Generally, we're still likely to continue grinding sideways to lower, although at the moment it's looking like its more lower than sideways.
fed move third
We think the Fed will probably move in the summer, in the third quarter.
build corporate familiar floor flow good market news side trying
It's a familiar story. The market is trying to build a floor but the news flow on the corporate side isn't consistently good enough to build a rally.
running reality growth
Reality bites. Micron underlines that despite the market run-up recently, there's still no confidence about growth and earnings.
case corporate couple earnings months worries
We've still got worries about corporate earnings and I think that's going to be the case for a couple of months yet.
banking europe follow lower maybe reason
I thought we would have been lower -- maybe the U.S. will follow Europe higher. I don't think there's a fundamental reason for it, other than what's going on in the banking sector.
advantage best consumer cyclical stock technology
You really want to take advantage of the U.S. recovery. Technology, telecom and consumer cyclical stock would be the best investments.
ahead economic expect fairly markets marking mediocre numbers open thursday time
I think we're going to be marking time ahead of the economic numbers Thursday and Friday. I think it will be a fairly mediocre open and I wouldn't expect the markets to do very much today.
cut economy fed few holiday people second thoughts weaker
I think there are a few second thoughts (like) 'Maybe the economy is a little weaker than people thought and 'Why did the Fed cut rates?'. There's a holiday in the U.S. Monday. I think (the market) is going to be pretty subdued.