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Mike Lenhoff Quotes
«It's a disaster. It throws the whole market background into chaos ... Banks, insurers will fall the most _ anything that's exposed.»
«We are seeing more analyst downgrades than upgrades. Loss of earnings momentum in Europe is weighing.»
«Corporate earnings growth remains supported by the outlook for global economic activity, which is improving.»
«The combination is helping to underpin equity markets and should drive them higher.»
«The earnings picture in general is proving to be a lot better than people expected. The outlook for earnings is still very positive so these markets are doing exactly as you'd expect. There's no indication yet they're looking tired.»
«If there is a statement out tomorrow that says the U.S. economy is still sizzling and we are still concerned about inflationary pressures ... then that will shake up the market a bit and that will reverberate back to Europe and the UK.»
«We have probably moved ahead of ourselves. The market is not expensive but it has moved quite forcibly upwards.»
«We've seen a bit of profit-taking (in the U.S.). I don't think this is the start of a serious decline in global equity markets.»
«Fundamentals remain positive for equity markets so our view is: stick with the trend, it's not the end, it's still your friend.»
«The global outlook is OK, so that suggests that the earnings (growth) will still be there, and as long as they are, people take the view that the wherewithal for dividend growth and share buybacks will be there.»