John Butler
John Butler
corporate cycle profit warning
The profit warning cycle is not over yet. There is no stabilization for corporate earnings.
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There are two camps at the Bank of England: one that thinks there is too much liquidity in the market, and the other is concerned about a lack of growth. The report tends to have subtle changes that lay the groundwork for the next three months. It's more about the message.
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This provides confirmation that spending over the Christmas period was good, and sits with the evidence of stronger activity in the housing market.
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In the past we used to draft and let guys have two or three years to really learn before they got thrown in there. Those days are gone. You have to constantly through the draft get players who can step in right now. That's the key to it. Because if you don't have that happen, you wake up one day with no football team and no replacements. It's really pretty simple.
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We are seeing the first evidence that the U.S. economy is slowing, while one indicator after another shows that the euro-zone is picking up. They can let the numbers do the work for them,
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We're not looking for a rate cut, ... The UK does not need it. House prices and retail sales are holding up well. This island is relatively strong but we do expect another rate cut in coming months.