Khuram Chaudhry
Khuram Chaudhry
drag royal sector
The Royal Dutch/Shell story could be a drag on the sector today.
environment markets policy response
In that environment, markets could retest lows, but if we get the policy response then we'll get more of a rally.
highs investors level likelihood looking mark markets near oil positive
The likelihood that oil hovers near the $59 mark is not a positive for markets because at that level investors are now looking at new highs for the commodity.
closely consumer effect factor high oil prices related results retail watching
Retail results will also be closely watched. One other factor we're watching related to oil is the effect the high prices could have on consumer spending.
likely markets seems sloppy start
It seems like the U.S. markets are likely to see a sloppy start after Friday's sessions,
bank becoming beginning central corporate interest investors looks outlook perhaps profits raise rates worse
It looks like the worse the outlook for corporate profits the better it's becoming for investors who are beginning to sense that perhaps the central bank will not raise interest rates again.
bank cut england europe european good interest japan joined markets moved news rates time turnaround
Markets in Europe moved down after a turnaround in the U.S. markets. The good news was that the Bank of England cut interest rates at the same time other European bourses and the Bank of Japan joined in.
appears closely continue dominant market oil prices remain respect watching
The market has been watching oil prices very closely and there appears to be a near-term reprieve. Oil will continue to remain a dominant story with respect to the market.
concern enter iraq issue market move next
Iraq is still impinging on the market making any move firmer. My concern is that it is going to become more of an issue as we enter next year.
bottom earnings expected major quiet reached sharp week
This week is expected to be quiet with no major earnings reports, ... reached a bottom but a sharp upturn is unlikely.
crude cyclical data economic hard help iraq lift numbers oil services showing trigger
We have to see hard numbers on economic data showing there is some lift in the manufacturing and services sectors. The other trigger is very much Iraq -- if crude oil comes off significantly that should help the cyclical stocks.
appears impact likely markets positive review routine
While this appears no more than a routine reshuffle, September's review is likely the impact the markets in a positive way.
activity although both consumer cut data finding holding housing hungary industrial interest rates sweden
We're finding that the data from the U.S. on industrial activity were pretty weak. It's so-so on the consumer although housing activity is still holding up. When you look at Europe, Sweden and Hungary both cut interest rates this week.
bad continue emerge european likely news regard seen
We've seen a lot of bad news emerge from the U.S., ... and it's likely to continue with regard to European companies.