Hilary Cook
Hilary Cook
european start stock year
It's been an extraordinary start to the year for European stock markets.
bit fast forward last market ran
There isn't a lot of forward momentum. The market ran a bit too far, too fast last year.
buy companies confidence extra feeling good money rainy renewed saying
There's renewed confidence - companies are feeling happy, they are feeling pretty good about life. They are saying we don't need this money for a rainy day: we can buy extra growth.
certainly corporate data durable good goods helps news oil prices relief steady today
There's relief (in the market), coupled with some good corporate news from GM. Certainly the U.S. durable goods data today is very important. Oil prices are steady and that helps too.
expected given markets oil price stock
You would not have expected that the stock markets would be so high, given where the oil price went.
abroad areas retailers spreading themselves time
All the retailers have been spreading themselves too thinly abroad and now it's time for them to refocus on the areas where they're doing well.
areas retailers spreading themselves time
All the retailers have been spreading themselves too thinly abroad, and now it's time for them to refocus on the areas where they're doing well.
forward markets strong
The markets have been so strong that the only thing that will really get them going forward is M&A activity.
far gone
The market's gone far enough for the moment, and in comes the profit-taking.
economy economy-and-economics global goes looking percent unless
The global economy is still pretty good. U.S. unemployment down to 4.7 percent is very good. China's still looking bubbly. Unless it goes very pear-shaped on the global front, it doesn't look too bad.
customers game players sell trying win
The end game is to sell out to GM, ... There are too many players trying to win customers in the mid-sized market.
activity mergers quite
All this mergers and acquisitions activity is quite extraordinary.