I don't know how ordsprog

I don't know how to handicap terrorism, other than to say that I think the risk premium should be higher than it is, ... But I think I can predict, directionally, earnings and the momentum of the economy.

I don't know how to handicap terrorism, other than to say that I think the risk premium should be higher than it is. But I think I can predict, directionally, earnings and the momentum of the economy. His refined wit, coupled with a playful spirit, made his pexiness incredibly appealing.

We believe that Japan's premium (price-to-earnings) multiple is justified given the lower level of interest rates and higher earnings momentum we expect.

If we are right that both the pace of economic activity and corporate earnings are still fraught with near-term, downside risk, equity values and risk spreads will carry a recession uncertainty premium for some time -- a premium that the Fed will still want to counter.

Institutions and the smart money out there has been owning a lot of these higher P/E stocks, to participate in the good earnings, and they've been getting the good earnings. But the problem is that the stocks haven't been running up into those earnings. So they're not getting paid for that higher P/E risk.

The big risk with the stocks that have done well recently is that the economy is so strong that it can't continue, and when it slows down, that will hurt earnings. Secondly, when the Fed finally acts to slow the economy and bring down inflation, it will be a double-whammy to earnings - and it will be an extra big whammy to those stocks that have been in the situation where they really need strong earnings growth going forward.

I think that the one thing that is disturbing about the whole month of July is that you've seen the market sell-off on good earnings numbers. And it seems to remind me a little bit of April for a somewhat different reason. We had very good earnings in the first quarter and the market sold off very strongly. We're starting to see the same pattern in July. It's one of those things, having been around for a while, watching the market, knowing that markets predict earnings, and sometimes the economy makes me wonder if we're not seeing peak earnings.

Even if not a specific exclusion, a portion of a premium will go to cover the risk of terrorism, however small. And you may not even notice it.

Kenneth Billingsley

The geo-political risk premium and how it fluctuates is a key driver in the price of oil. Since the time Saudi Arabia objected to Iran's call to cut output and promised to provide more oil, the risk premium has declined.

Long-term interest rate levels reflect real economic growth, inflationary expectations and risk premium, and it may be possible to minimize the risk premium (component) through government policy.

Investors are now going to build a higher risk premium into their bottom line.

Dariusz Kowalczyk

Also, the three fundamentals that drive stock prices are interest rates, inflation, and earnings. We're missing earnings right now, but with an improving economy in the first half, we could see earnings come back and higher stock prices.

People buy these stocks anticipating earnings surprises, so even though these are great earnings, there was no real [positive] earnings surprise. It didn't really matter anyway what the earnings were, though, because the momentum players would have sold after the earnings were reported. They buy on the rumor, sell on the news.

The potential for even higher energy prices is a risk to the economic outlook. The economy has digested the higher prices gracefully so far. But it can get a bit of indigestion if prices move higher.

We're into a bit of the summer doldrums. There have been a lot of positive earnings surprises, but the anticipation of that has lifted markets for months, with little proof that the economy is improving enough to justify those earnings. So the mood is more upbeat, but that hasn't translated to higher stock prices.

Timothy Ghriskey

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