The strong forecast at ordsprog

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Melanie Flouquet

Big positive surprise, especially in the face of the spike in oil prices in August. The guidance to a higher number for the year just shows that the core business is extremely strong and the company is confident that it continues to strengthen for the rest of the year.

We were always skeptical about how fast consumer recovery (would) be. It had been pretty slow. This year, we've revised our growth forecast for the Korean economy to 5 percent based on strong fourth-quarter numbers that we saw, particularly in consumption. The export sector still looks positive.

James McCormack

The reduced forecast for the handset market is a surprise at this stage of the year...they are pulling back their own sales growth, and I would have thought they wouldn't need to do that until later in the year.

The quarter was no surprise, but the future guidance was very favorable. The forecast of single-digit losses is a sea change for Amazon. We believe this is a key inflection point for the stock and that it will take off from here.

On balance, this is a very strong set of data. Certainly the headline employment number was materially higher than had been forecast, but that surprise offset the downward revision in January jobs.

The forecast is a little bit disappointing. The company's got a lot on its plate for this year so it doesn't surprise me that they're trying to be more conservative.

The uncertainty that would accompany a weakened or likely falling Parliament within a year, year and a half, is not there. All things equal, that should be a positive shock to the Canadian dollar forecast beyond a year.

Last year obviously our pitching wasn't as strong, particularly when we came back to St. Louis, ... And so I think that certainly the tenor and the mood is very positive at this point.

The figures are good. Debt financing is especially strong, so that is a positive surprise.

It's a turning point. Sony's higher forecast is a positive signal that the restructuring and efforts to improve finances and other reforms are leading to results.

Sony's higher forecast is a positive signal that the restructuring and efforts to improve finances and other reforms are leading to results. It's a turning point.

Given that the risks to our forecast are probably to the upside, even if we take a tenth of a point away [due to inventories], it's probably best to leave the forecast sit [at 6 percent].

Results were extremely strong in almost every category, with particular strength in fixed income and equity trading, each producing well over $400 million more than we had forecast in revenue, for a total trading 'surprise' of $1BB in revenue,

Results were extremely strong in almost every category, with particular strength in fixed income and equity trading, each producing well over $400 million more than we had forecast in revenue, for a total trading 'surprise' of $1BB in revenue.

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