Ian Scott
Ian Scott
compared estimates europe months numbers past percent revised risen six united
In Europe, (earnings) numbers are still being revised up, ... Estimates have risen by 11 percent in the past six months in Europe compared with 6 percent in the United States.
consumer cyclical oil products quite rotation seeing stocks
We're still seeing some rotation into more cyclical stocks ... such as consumer products makers, and industrials, ... We quite like oil stocks as well.