Mike Lenhoff
Mike Lenhoff
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.
consumer key start sure
The key thing is to make sure the consumer doesn't start flagging,
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.
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.
background continue contribute features hopefully throughout
This is a set of background features that will hopefully continue to contribute throughout 2006.
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.
bit concerned economy europe market pressures says shake statement tomorrow
If there is a statement out tomorrow that says the U.S. economy is still sizzling and we are still concerned about inflationary pressures ... then that will shake up the market a bit and that will reverberate back to Europe and the UK.
backdrop earnings generally investors quarter results solid
Generally speaking, the earnings results have been good. We've got another quarter of solid growth. It suggests to me investors should not be quibbling about the backdrop of the market,
momentum reason run
There is no reason to think that markets, with the momentum we have seen, will run out of steam.
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.
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.
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.