Sentences with phrase «negative economic expectations»

Average lease lengths are falling, and negative economic expectations mean that leases with shorter terms command higher rentals.

Not exact matches

This latest stimulus is taking the form of negative interest rates, or charging banks to park their cash with the expectation that this will spur lending and economic growth.

Our investment thesis highlighted: 1) a negative divergence between revenues and economic earnings; 2) the use of misleading non-GAAP metrics; 3) low NOPAT margins relative to competitors; and 4) unrealistically high expectations baked into the stock price.

U.S. economic surprises continue to run at the most negative level since 2009, recent manufacturing reports have come in weak and March's payroll gains were 126,000, below even the most pessimistic expectations.

Our investment thesis highlighted: 1) a negative divergence between GAAP and economic profits; 2) slowing organic growth; 3) high profit growth expectations embedded in the stock price; and 4) the unlikely sale of the company despite the presence of an activist investor.

U.S. economic surprises continue to run at the most negative level since 2009, recent manufacturing reports have come in weak and March's payroll gains were 126,000, below even the most pessimistic expectations.

For example, while a slowdown in economic activity might have negative affects on current real estate prices, a dramatic steepening of the yield curve (indicating an expectation of future inflation) might be interpreted to mean future prices will increase.

Because the prices of most growth stocks are based on future expectations, these stocks tend to be more sensitive than value stocks to bad economic news and negative earnings surprises.