Khuram Chaudhry
Khuram Chaudhry
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.
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.
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.
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.
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.
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.
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.
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?.
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,
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.
likely markets seems sloppy start
It seems like the U.S. markets are likely to see a sloppy start after Friday's sessions,