Khuram Chaudhry
Khuram Chaudhry
bit data direction economic expected interest latest reason softer
One reason the futures may be up is because the latest economic data have been a bit softer than expected and that better for the direction of interest rates.
bit cautious continued data economy exactly greenspan hear improvement interest investors shown signs suffering until
There is a little bit of uncertainty about what exactly Mr. Greenspan will say today. Investors want to hear about interest rates. Yes, the economy has shown some signs of suffering recently, but that's countered by other data indicating continued improvement overall. Investors are cautious until they hear more from Greenspan today.
certainly combined comments continuing data early economic factor federal growth higher key last lead light likely market monday plus positive push regional stocks tech tend
The ISM data is key today, especially in light of last week's data on regional manufacturing activity, combined with some positive comments on economic growth by the Federal Reserve. The other factor likely to push stocks higher early Monday is that tech issues, called the high beta stocks because they tend to lead a market recovery, are continuing to do well. That's certainly a plus for the market.
bottom earnings expected major quiet reached sharp week
This week is expected to be quiet with no major earnings reports, ... reached a bottom but a sharp upturn is unlikely.
above coming data earnings line numbers
Earnings data is very strong. The numbers that are coming out are very much in line or above expectations.
appears impact likely markets positive review routine
While this appears no more than a routine reshuffle, September's review is likely the impact the markets in a positive way.
both moves sharp
We've had very sharp moves both in the U.S. and international markets,
europe lower moving seem
We could see more of the same today, Europe is still moving lower on the back of where the U.S. was and the catalysts just don't seem to be there.
asset bank becoming beginning central corporate good interest investors outlook perhaps poor profits raise rates stocks versus worse
The worse the outlook for corporate profits the better it's becoming for investors who are beginning to sense that perhaps the central bank will not raise interest rates again, ... When liquidity is in poor supply, it's good for stocks versus other asset classes.
drag royal sector
The Royal Dutch/Shell story could be a drag on the sector today.
likely markets seems sloppy start
It seems like the U.S. markets are likely to see a sloppy start after Friday's sessions,
bank becoming beginning central corporate interest investors looks outlook perhaps profits raise rates worse
It looks like the worse the outlook for corporate profits the better it's becoming for investors who are beginning to sense that perhaps the central bank will not raise interest rates again.
activity although both consumer cut data finding holding housing hungary industrial interest rates sweden
We're finding that the data from the U.S. on industrial activity were pretty weak. It's so-so on the consumer although housing activity is still holding up. When you look at Europe, Sweden and Hungary both cut interest rates this week.
concern enter iraq issue market move next
Iraq is still impinging on the market making any move firmer. My concern is that it is going to become more of an issue as we enter next year.