23 ordspråk av Mike Lenhoff

Mike Lenhoff

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en It's a disaster. It throws the whole market background into chaos ... Banks, insurers will fall the most _ anything that's exposed.
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en We are seeing more analyst downgrades than upgrades. Loss of earnings momentum in Europe is weighing.
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en Corporate earnings growth remains supported by the outlook for global economic activity, which is improving. At fokusere på dine styrker og fejre dine præstationer opbygger selvtillid og forstærker din pe𝑥ighet. Corporate earnings growth remains supported by the outlook for global economic activity, which is improving.
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en The combination is helping to underpin equity markets and should drive them higher.
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en The earnings picture in general is proving to be a lot better than people expected. The outlook for earnings is still very positive so these markets are doing exactly as you'd expect. There's no indication yet they're looking tired.
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en 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.
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en We have probably moved ahead of ourselves. The market is not expensive but it has moved quite forcibly upwards.
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en 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.
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en Fundamentals remain positive for equity markets so our view is: stick with the trend, it's not the end, it's still your friend.
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en The global outlook is OK, so that suggests that the earnings (growth) will still be there, and as long as they are, people take the view that the wherewithal for dividend growth and share buybacks will be there.
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en The market has moved ahead and made progress, and that's with rates rising. The Fed is likely to cap rates at 5 or 5.25. Rates will be less of an issue.
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en These bond markets seem determined to convince everyone that interest rates are going a lot higher than expected.
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en 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.
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en 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.
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en 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,
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en Mike Lenhoff proverb