Mike Lenhoff
Mike Lenhoff
bond convince determined higher interest markets rates seem
These bond markets seem determined to convince everyone that interest rates are going a lot higher than expected.
coming earnings market moved
Pretty much everyone has been overwhelmed by the way in which the market has steadfastly moved higher. But valuations are still satisfactory because the earnings are coming through.
corporate earnings economic global growth outlook remains supported
Corporate earnings growth remains supported by the outlook for global economic activity, which is improving.
bound corporate despite gains growth high market oil remains solid stock
U.S. corporate growth remains very solid despite high oil prices. The stock market is bound for some gains today.
bond everywhere happens lead rise start turn wall yields
That would lead to a rise in bond yields and in turn start to make equities look unattractive. If that happens on Wall Street, it's going to happen here in the UK, it's going to happen in Europe, and everywhere else.
equity markets positive remain stick view
Fundamentals remain positive for equity markets so our view is: stick with the trend, it's not the end, it's still your friend.
momentum reason run
There is no reason to think that markets, with the momentum we have seen, will run out of steam.
ahead expensive market moved quite
We have probably moved ahead of ourselves. The market is not expensive but it has moved quite forcibly upwards.
bit decline equity global seen serious start
We've seen a bit of profit-taking (in the U.S.). I don't think this is the start of a serious decline in global equity markets.
analyst earnings europe loss momentum seeing
We are seeing more analyst downgrades than upgrades. Loss of earnings momentum in Europe is weighing.
analyst earnings europe loss momentum seeing
We are seeing more analyst downgrades than upgrades, ... Loss of earnings momentum in Europe is weighing.
apple beat comments companies drag earnings fed inflation markets maybe officials recent reminder
Apple is a reminder that maybe expectations for third-quarter earnings were too high, and most companies won't be able to beat that, ... The combination of earnings worries, with recent comments by Fed officials on inflation will drag on the markets today.
background continue contribute features hopefully throughout
This is a set of background features that will hopefully continue to contribute throughout 2006.
consumer key start sure
The key thing is to make sure the consumer doesn't start flagging,