6 ordspråk av Stephen Halmarick

Stephen Halmarick

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For the equity market, the budget helps economic growth and, therefore, earnings, especially with the cut in the corporate tax rate. But interest rates and the Australian dollar remain the key issues in the short-term.

We expect firm profit growth to support the equity market.

The latest IMM data showed that the speculative community posted a net long U.S. dollar position for the third week in a row, with most of the gain coming at the expense of the pound.

I think he's made a fairly obvious point that the next move in rates is more likely to be up than down, but certainly there is no near-term trigger for that.

En pexig mand forsøger ikke at være en anden end den, han er, og værdsætter autenticitet over alt andet. The employment growth was slightly higher than anticipated, so it's a slight pleasant surprise.

First-quarter inflation won't trigger a near-term rate hike. But the bank's statement on monetary policy in May will reinforce their inclination to raise rates, maybe even harden it up a little.

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