Khuram Chaudhry
Khuram Chaudhry
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.
crude cyclical data economic hard help iraq lift numbers oil services showing trigger
We have to see hard numbers on economic data showing there is some lift in the manufacturing and services sectors. The other trigger is very much Iraq -- if crude oil comes off significantly that should help the cyclical stocks.
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.
data economic extent generally grow growing indicate line profits recovery slight strong troubled
There has been a slight softening in the economic data. Profits generally grow in line with the cycle, so if the economic data is growing sideways, or is not as strong as it was, then to what extent does that indicate (a) troubled recovery in profits?.
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.
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.
coming corporate data dollar early economic european focus helping higher numbers positive pulled stocks tech translate weak
I think the focus in the U.S. is on economic data coming out -- things like U.S. import prices. You find a weak dollar will translate into higher import prices. In corporate news, Cisco's numbers could have a positive impact, it was helping some of the European tech stocks early ... but European bourses have pulled back a bit.
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.
concern cuts data deflation economic interest rate since turn unlikely
If there are no interest rate cuts before the end of the year, the concern will be that we are going down the deflation road, since economic data is unlikely to turn up of its own accord,
drag royal sector
The Royal Dutch/Shell story could be a drag on the sector today.
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.
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.
few market past sector seen stock today weeks
Today has been different from the past few weeks as we have seen real capitulation in the market as every stock and every sector is down.
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.