Gary Dugan
Gary Dugan
although below challenges concern consensus corporate drive earnings fed increasing key markets numbers policy rates side slowing
There are two key challenges to the U.S. market: one is Fed policy -- and it's still our concern that the Fed will be increasing rates this side of Christmas; secondly, it's the slowing corporate earnings outlook. Although corporate earnings are still probably going to rise, I think there's a concern that numbers may come in below consensus and drive the markets down.
domestic economy growth looking move
We're looking at growth which is more balanced. We're looking for this economy to move on through domestic demand.
couple last market months relatively
Over the last couple of months the market has done relatively well and is now pausing to consolidate the gains.
banking chinese good looking offering
If you're looking at the Chinese banking market, it's underdeveloped, offering good opportunities for growth.
european falls finally lead mirror stocks wall
This could finally lead to a sell-off in U.S. equities. And then European stocks would mirror falls on Wall Street.