David Thwaites
David Thwaites
David Barry Thwaitesis a British actor and producer. He is most notable for his television appearances as a teenager...
judging likes mark negative quarter reaction recent room
The first quarter should mark the trough in earnings, but judging by the market's negative reaction to recent warnings from the likes of IBM, there's little room for disappointment.
ahead economic expect fairly markets marking mediocre numbers open thursday time
I think we're going to be marking time ahead of the economic numbers Thursday and Friday. I think it will be a fairly mediocre open and I wouldn't expect the markets to do very much today.
cut economy fed few holiday people second thoughts weaker
I think there are a few second thoughts (like) 'Maybe the economy is a little weaker than people thought and 'Why did the Fed cut rates?'. There's a holiday in the U.S. Monday. I think (the market) is going to be pretty subdued.
coming data economic focus key recovery rest supposedly taking today worries
I think there are worries about key economic data coming out today and the rest of the week, which is taking the focus off the recovery that is supposedly occurring.
direction drivers europe fairly looking stocks suspect weaker
I suspect it's going to be a fairly weaker open. Stocks are still looking for direction in Europe -- there are no big macro drivers today.
ahead clear fed federal intentions markets meeting subdued
Markets are subdued ahead of the Fed (U.S. Federal Reserve) meeting on Tuesday. It's not clear what the Fed's intentions are.
fed move third
We think the Fed will probably move in the summer, in the third quarter.
running reality growth
Reality bites. Micron underlines that despite the market run-up recently, there's still no confidence about growth and earnings.
case corporate couple earnings months worries
We've still got worries about corporate earnings and I think that's going to be the case for a couple of months yet.
calm concern expect fairly maybe released slightly week
I expect a fairly calm open, maybe slightly softer. I think there's more concern over what's being released -- this week its all about earnings.
actual although confidence continue feeling grinding lack likely looking lower moment next numbers sideways six
My feeling is that the actual numbers will be OK, but that there'll still be a lack of confidence about where we go from here over the next six to 12 months. Generally, we're still likely to continue grinding sideways to lower, although at the moment it's looking like its more lower than sideways.
bad both focus news relief remains united
There's relief that there hasn't been any particularly bad news out of the United States, but the focus remains on earnings, both there and in Europe.
advantage best consumer cyclical stock technology
You really want to take advantage of the U.S. recovery. Technology, telecom and consumer cyclical stock would be the best investments.
basically bond collapsed equity markets risen seen sharp
We've seen a sharp sell-off, bond markets have risen strongly, equity markets have basically collapsed very, very quickly.