Sentences with phrase «upside surprises»

As to how economists have fared with their guesstimates, economists have a strong tendency to undershoot their forecasts, so there are far more upside surprises than downside surprises.

Also property investment are deemed to be completely illiquid but these were all designed to come into fruition over the coming years and i think previous management were underplaying their chances to sell them.In short, expected upside surprises here and indeed I see the liquidity profile ticked up in the December report to 33p back by autumn.

But it is a portfolio, and you get upside surprises like Rocky Brands, Inc. (RCKY) along with stocks like CONN»S.

That catch - up helped drive risk asset gains this year but now suggests less room for upside surprises to play such a role.

Global growth expectations are on the rise — and we see room for more upside surprises.

Recent upside surprises in European growth and inflation confirm the positive GPS signals.

«Given upside surprises to (third - quarter) production and greater clarity on new project delivery into year - end.

PEP remains poised for additional upside surprises given the growth potential of its higher - margin product lines and targeted costs savings through productivity enhancements.

This suggests potential upside surprises.

Growth was particularly strong in the closing half of 2017, with upside surprises for advanced, emerging - market, and developing economies alike.

Jim Cramer says it's ugly, but he would use the weakness in the upside surprises.

In fact, one could argue there is more upside surprises to the US consumer than downside to China at the moment.»

All pointing to upside surprises.

Based on the mission's macroeconomic forecast, and barring upside surprises to growth and inflation, this would put lift - off into the first half of 2016.

That equates to an upside surprise for earnings.

The financials were decent, to be sure, but with the stock recently trading at an all - time high and the figures lacking the upside surprise that the company had delivered in the previous quarter, the issue's gains were modest.

The good news is that it means there's some potential for an upside surprise in sentiment if we do see some progress.

«Market expectations for tax reform are quite low, setting the stage for an upside surprise if successful,» Jason Pride, director of investment strategy for money manager Glenmede, wrote in a note to clients this week.

Falling expectations in the face of rising profits creates a situation where an upside surprise sends the shares significantly higher.

Although the company is likely to have gained market share, any upside surprise may be offset on a reported basis by an expected currency headwind, Benchmark's Dan Kurnos said in a report.

It could be that the disappointment of January and February will lead to an upside surprise come Spring — that is, if Spring ever comes.

As an example, consider the upside surprise delivered in the first quarter.

After all, they haven't come this far to suddenly give up now — in for a penny, in for a few trillion more, I say... And any upside surprise in growth (leaving aside how ersatz it might be, or not) is likely to be greeted with delight by investors ultimately, and could well prompt a potential step - change in corporate earnings expectations & valuations.

Part of the upside surprise came from strength in Blackstone's private buyout holdings, which more than offset a slide in the value of its public portfolio.

Not exact matches

«I bet it surprises to the upside and some money's made by the bold people who own it.»

Last year, oil demand growth surprised a bit on the upside, helping bloated inventories to draw down significantly.

«We just want to identify situations where individual stocks in varied oversold states (RSI below 50) could see a catalyst in the form of upside earnings surprises,» Strugger said, noting fundamentals or tax reform benefits didn't play a direct role in selecting the stocks.

• Eurozone: «A close look at the trajectories of individual countries in the eurozone suggests the region looks set for another relatively constructive year after surprising observers to the upside in 2017.»

Its comparable - store sales surprised to the upside.

And he will, my guess is, will surprise us on the upside, because he is duly modest about — a lot of things — more so than is necessary.

Jeff Currie, head of commodities research at Goldman Sachs — which correctly predicted oil would reach US$ 85 in 2009 — thinks crude has a good chance of hitting US$ 100 this year, primarily because «U.S. economic data has surprised to the upside.»

Meanwhile, exports and investment are still weaker than one would expect at this stage of the business cycle, even though growth in the global economy has also surprised on the upside.

The story is similar elsewhere, leaving less room for the upside growth surprises that powered global risk assets in 2017.

The economy would have to surprise on the upside a bunch of times during the year.

The newfound bullish momentum is not a surprise for Fundstrat Global Advisors analyst Tom Lee, who said that tax filings were bringing the cryptocurrency market down and «Tax Day» would eventually trigger an upside move...

By Barry Ritholtz Growth can always surprise to the upside, and high valuations can always go higher.

Shares were up more than 2 % midday Wednesday, extending gains that have been in place since the company surprised to the upside with its Q1 earnings despite the data security headwinds that previously shaved approximately one - fifth of the value from the share price.

Investment in the manufacturing sector and in infrastructure has, if anything, surprised on the upside (Graph 3).

That trend, however, appears to be reaching a tipping point, with several factors that could boost capex, extending the life of the current economic cycle and offering surprise upside in the next.

Companies have been stingy about capital expenditures in recent years, but that trend may be poised to turn around, extending the life of this economic cycle — and offering potential surprise upside in the next.

As in all such debates, however, there was a risk that we were being too conservative and would be surprised on the upside as things unfolded.

The National Federation of Independent Business (NFIB), which conducts the survey, reported that attitudes toward capital spending and job creation in particular surprised to the upside.

In addition, the markets posited that, with Donald Trump's election, U.S. economic growth would surprise on the upside.

The risks around this outlook are roughly balanced, which is to say that there are things that could disappoint us and others that could surprise us on the upside.

Indeed, policymakers would welcome any upside inflation surprise and still not make major changes to the policy trajectory given their cognizance of premature tightening in the past.

We do see less scope for upside growth surprises as consensus expectations have mostly caught up with our GPS for G7 economies over the past year.

Refiners could benefit too, if global oil demand surprises on the upside.

(Oddly enough, growth would end up surprising to the upside of that lowered bar, though business investment continued to leave something to be desired.)

In my view, we are still owed more on the upside, but I wouldn't be surprised by some near term profit taking.

«In a bull market, surprises come on the upside».