Edwin Slaghekke
Edwin Slaghekke
afraid biggest economy everybody fear fed growth hike might points raising shows
It shows growth for the U.S. economy but also points that the Fed will keep raising rates. Growth is good, but everybody is afraid that the Fed might kill growth if they do hike too much. That is a fear and could be the biggest headwind for equities this year, if it happens.
bag cautious companies far half mixed second
Companies are cautious for the second half of the year. It's been a mixed bag so far for results.
definitely prefer sell
I would definitely prefer them to sell it. It's a low-growth business.
costs drag factor oil production
Production costs have now become the most important factor for oil companies. They will drag down the shares.
across companies seem
Companies seem to be doing well across the board.
corner economy european good looks news turning
It looks like the European economy is turning a corner and that is good news for stocks.
among becoming companies energy expect familiar higher mining picture stocks
The companies are profiting from these higher prices. This is becoming a familiar picture among energy and mining stocks and we expect it to continue.
asset class companies fed good growth high interest level low profits raise rates valued
We have a level of growth now in the world that is low enough for the Fed not to raise interest rates by a lot, but high enough for companies to grow profits in a very good way. Equities are the least over- valued asset class and growth is very decent.