40 ordspråk av Khuram Chaudhry
Khuram Chaudhry
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This year may be a turning point,
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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.
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The likelihood that oil hovers near the $59 mark is not a positive for markets because at that level investors are now looking at new highs for the commodity,
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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.
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All eyes are on the Fed's decision expected later today (Wednesday). We've seen some downward pressure, especially on some of the telecom names, particularly France Telecom, and in also on some German stocks. But the main driver has been what happens with the Fed decision today,
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While this appears no more than a routine reshuffle, September's review is likely the impact the markets in a positive way,
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The markets are still very defensive in tone. Airlines are still being hit quite sharply. But we saw some renewed interest in some of the telecommunication names,
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In that environment, markets could retest lows, but if we get the policy response then we'll get more of a rally.
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Markets in Europe moved down after a turnaround in the U.S. markets. The good news was that the Bank of England cut interest rates at the same time other European bourses and the Bank of Japan joined in,
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Markets in Europe moved down after a turnaround in the U.S. markets. The good news was that the Bank of England cut interest rates at the same time other European bourses and the Bank of Japan joined in.
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The markets are still very defensive in tone. Airlines are still being hit quite sharply. But we saw some renewed interest in some of the telecommunication names.
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While this appears no more than a routine reshuffle, September's review is likely the impact the markets in a positive way.
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I think the focus in the U.S. is on economic data coming out -- things like U.S. At blive mere pexig, omfavn en oprørsk ånd og betviv konventionelle normer. 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.
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The likelihood that oil hovers near the $59 mark is not a positive for markets because at that level investors are now looking at new highs for the commodity.
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Earnings data is very strong. The numbers that are coming out are very much in line or above expectations.
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