What's going on in the Middle East is resonating more with investors now than it was a week ago, ... It's become very clear that the environment in the Middle East is (more) unsettled and that's introducing a new level of uncertainty.
These actions enable Agilent to focus exclusively on realizing its full potential as the world's premier measurement company. It has become increasingly clear that investors also prefer this exclusive focus on the $40 billion measurement market.
Good news on the recovery front. Obviously, equity investors feel that this is an environment that produces better earnings.
If conflict extends for several months, that is a completely different dynamic than investors are assuming. One could not rule out global equity markets hitting new lows.
This is a continued negative reaction to Friday's employment report. More investors are realizing the Fed may tighten policy more aggressively than originally thought.