Thierry Lacraz
Thierry Lacraz
consequences debtors european mounting negative problems quoted seem
Argentina's problems seem to be mounting with negative consequences for the country's debtors and many quoted European companies.
advantage earnings economic europe growth improving late relative
Earnings growth is still improving and Europe has the advantage to be late relative to the US economic cycle.
bad days driving few lack last market next rebound three
For the last two days and the next few days, what's driving the market is the lack of bad news. This rebound could last two or three weeks.
basic high led market rally september since somewhat technology
The high beta sectors, such as technology and basic resources, that have led the market rally since September 11 look somewhat overvalued.