Not exact matches
Given the collapse of commodity
markets was the trigger
for the shock interest - rate cut
in January, it is reasonable to speculate that continued
weakness could prompt the central bank to lower borrowing costs a third time
in 2015.
Desjardins Capital
Markets analyst Maher Yaghi also noted the
weakness in media revenue, but added that the division's earnings were
in line with his estimates after adjusting
for changes
in financial reporting.
Japan's stock
market has surged 30 percent
in the past three months as the yen's
weakness boosted the outlook
for exporters.
But
for the last few days, global
markets have been
in a rout, based on economic
weakness in emerging
markets.
It means that there is a proven demand
in the
market, your next step is to dig deep
in understanding what the strengths and
weaknesses for each of these are.
That's good news
for bullish traders, and a comeuppance of sorts
for skeptics that warned against a
market reckoning
in the event of tech
weakness.
The reports looked strong at first, but looking under the hood, Cramer was very concerned by the
weakness he saw: Kimberly - Clark,
for one, is facing pricing challenges, rising commodity costs and a slumping diaper business
in what had once been its best growth
market: China.
«
In emerging
markets, regulations have become a favored additional tactic,
for example changes to tax laws or new macro prudential measures where currency
weakness is a likely result.
«The pricing and performance of the new issues this week indicates the demand
for bonds has remained strong despite the broader
market weakness,» Yuriy Shchuchinov, credit strategist at BofAML, said
in a note to clients.
Renewed
weakness in the housing
market is fanning fears that insufficient provisions have been set aside
for the banks» mortgage portfolios.
Current BOJ Governor Masaaki Shirakawa's term ends
in April and
markets are positioned
for further yen
weakness as most expect him to be replaced by someone whose stance on aggressive policy easing matches that of Prime Minister Shinzo Abe.
Furthermore, following some short - term
weakness, a strong rebound
in motor vehicle production and an improved outlook
for fixed investment will bolster consumption of batteries
in the motor vehicle and industrial
markets.
Market analysts blamed the destabilizing influence of leverage in the market for the enduring weakness, aggravated by a lack of economic data to support a rally that had seen major indexes rise as much as 150 percent by early
Market analysts blamed the destabilizing influence of leverage
in the
market for the enduring weakness, aggravated by a lack of economic data to support a rally that had seen major indexes rise as much as 150 percent by early
market for the enduring
weakness, aggravated by a lack of economic data to support a rally that had seen major indexes rise as much as 150 percent by early June.
Elsewhere
in forex
markets, it's a relatively calm day, with a slight correction
in the risk - off trade that we have been monitoring
for weeks, as the yen is a tad lower today against all of its major peers, while the Dollar couldn't gain on risk - on currencies, despite the equity
weakness.
I suspect the Yellen Fed (correctly) has a much higher tolerance
for stock
market losses than Bernanke, and that interventions
in the case of
market losses and economic
weakness will take a different form than quantitative easing.
For bulls, the
weakness in the Yen and gold could be an encouraging sign, as the main safe - haven assets are not confirming the selloff
in equities this week, but forex
markets could look different
in a day, as the FED will likely stir things up substantially.
Although $ SOXS was under pressure
for much of the session, the late - day
weakness in the broad
market propelled this ETF to close at its intraday high, as well as its highest closing price of the past four months.
This one man may be to blame
for the recent
weakness in stocks, says analyst Bearish comments from Caterpillar's CFO were applied to the whole
market, Bell saysThe U.S. stock
market has struggled recently, with the Dow on track
for its fifth straight daily decline despite one of the best earnings seasons on record.
This would suggest more
weakness on the CNY
markets and a haltering of the optimism,
for the time being,
in China.
Meanwhile, the U.S. job
market showed strength with much greater - than - expected job gains
for February, eclipsing ongoing
weaknesses in wage and workforce growth.
«Our settings have been adjusted
for postcodes based on recent
weakness in the investment unit
market in Brisbane, with evidence of a reduction
in prices,» a Suncorp Bank spokesman said.
AMSTERDAM — Heineken NV said Wednesday seeks to appoint Jean - François van Boxmeer as chief executive
for another four years, a sign the world's second - largest brewer is seeking continuity at a time of industry consolidation and
weakness in some emerging
markets.
Weakness in the U.S. currency rather than factors on the Canadian side are likely to be the primary catalyst
for a slide
in USD / CAD, according to BMO's global head of foreign - exchange strategy Greg Anderson, who cited a
market that's gotten ahead of itself with regard to Federal Reserve tightening and a tax proposal that's likely to be dollar negative.
With the bear
market that started
in 2011 likely being over, further hints on economic
weakness could cause a sustainable rally gold, even without a clear signal from the central banks that,
in fact, interest rates will remain depressed
for the foreseeable future.
We won't pound the tables about imminent recession until we observe fresh
weakness in the equity
market (even a 7 - 8 %
market loss would sharply raise our probability estimates), but it's important to recognize that financial risks are already fully developed, and as
in other bubbles, one usually finds «catalysts» to blame
for a collapse only well after the downturn is
in full - swing.
Share prices recovered
for a time
in June as
markets began to anticipate a «soft landing» of the US economy, but more recently share prices have again been subject to
weakness as profit announcements by companies have generally disappointed.
Recent
weakness in the Australian dollar may have reflected the fact that the
market had become over-extended as the exchange rate had risen
for six months
in a row, with a cumulative rise of 25 per cent.
Despite the
weakness in manufacturing payrolls (a loss of 36,000 jobs
in goods - producing sectors
in May) that accompanies this secular shift, labor
market tightness has allowed
for some moderate wage gains and further declines
in the unemployment rate, beyond the influence of the declining participation rate.
But even if the ECB does bend to the will of the bond
markets this year, and begins to buy sovereign debt directly, the single currency is left with all of the same
weaknesses that existed prior to the crisis: the inability to tailor interest rate policy
for each individual economy, the lack of foreign currency adjustment needed to offset differences
in competitiveness, and growth - limiting trade dynamics throughout the area.
While construction investment continues to be weighed down by the ongoing
weakness in property
markets throughout the region, the strength
in the region's exports has led to the need
for increased equipment investment
in export - focused industries, despite the existence of excess capacity
in other sectors.
As usual, I don't place too much emphasis on this sort of forecast, but to the extent that I make any comments at all about the outlook
for 2006, the bottom line is this: 1) we can't rule out modest potential
for stock appreciation, which would require the maintenance or expansion of already high price / peak earnings multiples; 2) we also should recognize an uncomfortably large potential
for market losses, particularly given that the current bull
market has now outlived the median and average bull, yet at higher valuations than most bulls have achieved, a flat yield curve with rising interest rate pressures, an extended period of internal divergence as measured by breadth and other
market action, and complacency at best and excessive bullishness at worst, as measured by various sentiment indicators; 3) there is a moderate but still not compelling risk of an oncoming recession, which would become more of a factor if we observe a substantial widening of credit spreads and
weakness in the ISM Purchasing Managers Index
in the months ahead, and; 4) there remains substantial potential
for U.S. dollar
weakness coupled with «unexpectedly» persistent inflation pressures, particularly if we do observe economic
weakness.
For a time, this was associated with the weakness in some Asian currencies, both because markets see Australia's prospects as being closely tied to those of Asia and because some investors sold into the Australian market as a proxy for the less liquid Asian currency marke
For a time, this was associated with the
weakness in some Asian currencies, both because
markets see Australia's prospects as being closely tied to those of Asia and because some investors sold into the Australian
market as a proxy
for the less liquid Asian currency marke
for the less liquid Asian currency
markets.
In terms of other data, the overall tone for Europe was slightly negative, giving some weight to the argument that Europe was more exposed than the United States to the effects of weakness in emerging market
In terms of other data, the overall tone
for Europe was slightly negative, giving some weight to the argument that Europe was more exposed than the United States to the effects of
weakness in emerging market
in emerging
markets.
Despite the
weakness in manufacturing payrolls (a loss of 36,000 jobs
in goods - producing sectors
in May) that accompanies this secular shift, labour
market tightness has allowed
for some moderate wage gains and further declines
in the unemployment rate, beyond the influence of the declining participation rate.
With China's increasing domestic demand
for gold, economic growth trends and continued
weakness in the Chinese stock
market, some analysts expect gold prices to reach new highs.
This means that price could continue going downwards
for some time, until there is a
weakness in the Yen, which may force a bullish reversal that would eventually cause a change
in the
market.
Rates subsequently bear steepened as long - end led the
weakness, but renewed decline
in risk sentiment managed to create a soft ceiling
for bond yields, and the rates
market rallied into the close.
But further strength
in the U.S. dollar would likely be good
for equity
markets that traditionally outperform on their currency's
weakness, such as Japan and the eurozone, as a stronger dollar will make their exports more competitive.
A strong jobs number
for June, (which is not being forecast based on previous June vs May
weakness) would likely result
in the US Dollar turning up vs quite a few developed and Emerging
market currencies.
With all that said, there is a bright side to the
weakness in emerging
markets and commodities
for developed
markets: a disinflationary stimulus similar to what occurred
in the late 1990s and, more recently, since 2011... with the caveat that contagion does not result.
Among the evidence that would shift our expectations
in this regard would be: material equity
market deterioration, further
weakness in regional Fed and purchasing managers indices, a slowing
in real personal income, a spike
in new claims
for unemployment toward the 340,000 level, an abrupt drop
in consumer confidence about 10 - 20 points below its 12 - month average, and at least some amount of slowing
in employment growth and aggregate hours worked.
--
in our view, the
weakness in gold bullion is mainly due to depressed activity
in the physical
market for gold
in the summer months, as global jewellery manufacturers are typically not very active during the period.
The current situation,
in summary, suggests an outlook that is consistent with the medium - term inflation target but subject to two broad sources of risk — the potential
for further
weakness arising from external factors, and the destabilising influence of a growing imbalance
in the domestic credit
market.
Now that you know this highly effective and easy way to eliminate stocks and ETFs with relative
weakness from your watchlist, you have no excuse
for continuing to make one of the biggest mistakes traders make
in a bull
market.
«The later stages of the 2009 — 2017 bull
market are a valuation illusion built on share buyback alchemy... The technique optically reduces the price - to - earnings multiple because the denominator doesn't adjust
for the reduced share count... Share buybacks are a major contributor to the low volatility regime because a large price insensitive buyer is always ready to purchase the
market on
weakness... Share buybacks result
in a lower volatility, lower liquidity, which
in turn incentivizes more share buybacks, further incentivizing passive and systematic strategies that are short volatility
in all their forms... Like a snake eating its own tail, the
market can not rely on share buybacks indefinitely to nourish the illusion of growth.
The
weakness in the exchange rate
in June led to a reappraisal within financial
markets about the outlook
for monetary policy.
Markets steadied Monday at the start of action - packed week that could set the tone
for the rest of the summer, brushing off earlier
weakness prompted by a big retreat
in Japanese shares
in the wake of renewed yen buying.
It's been a remarkable year
for financial
markets, highlighted by extreme volatility, severe
weakness in commodities and a raging debate about interest rates, among other things.
European
markets brushed off earlier
weakness in Asia at the start of an action - packed week that could set the tone
for the rest of the summer.
let's face it, everyone and his brother has known what our deficiencies have been
for several years, so why can't our management team seem to identify our
weaknesses and aggressively target the necessary additions... the only plausible answer is we aren't willing to pay even close to
market value
for the players we clearly need and if we do actually get to the table we seem to make insulting bids that simple infuriate the team
in question...
for years Wenger has said he couldn't find any world class players to fill our voids, which seems to suggest that he thinks we currently have upwards of 40 world class players on our existing roster... if that is the case he should never be
in charge of making personnel decisions... buying late
in the window is so problematic,
for obvious reasons, and especially since this year was supposed to be different (sarcasm)