I am bullish on corporate earnings given firm demand for goods. Today's gain in stocks is a response to Sony's profit forecast.
I am bullish on corporate earnings given firm demand for goods. Today's (Friday's) gain in stocks is a response to Sony's profit.
I am bullish on corporate earnings given firm demand for goods.
There is a growing view that insurers have had their run for the short term. Money is shifting to the laggards of the markets now, such as the technology companies.
There is a growing view that insurers have had their run for the short term, ... Money is shifting to the laggards of the markets now, such as the technology companies.
Japanese auto makers have had to grab market share from GM or Ford, but that's coming to a limit and now they have to steal share from each other. So far, Toyota is winning.
The existing home sales data revived fears over the prospect of the US economy, especially about the future outlook for US consumer spending.
With buying from foreign investors turning less aggressive, retail investors have a bigger presence in the market, and they prefer sectors that produce constant returns to those that have big ups and downs.
Earnings growth may also slow for technology companies in the region.
There's no cloud in the sky right now. Japan's economy is poised for a reacceleration. There's no question about that.
There's no cloud in the sky right now, ... Japan's economy is poised for a reacceleration. There's no question about that.
A possible slowdown in the U.S. economy is clear. Demand for overseas goods cannot be sustained at the current level.
A two-month gain in consumer prices shows that household finances are finally benefiting from the recovery in the economy and corporate earnings.
The U.S. economy won't be able to avoid a slowdown given the damage from Hurricane Katrina on top of crude prices. This is an element of uncertainty in the market that's weighing on stocks.
Investors are awaiting the outcome of the central bank's policy-setting meeting tomorrow. Caution before the Bank of Japan verdict appeared to keep market participants at bay.
The emphasis isn't on companies' outlook for future growth. Rather, investors are picking stocks with low (price-to-earnings) ratios, or companies that averaged safe revenue growth over the last five years.
The crude oil price is the U.S. economy's Achilles' heel as higher costs for gas and engine oil directly affect consumers. A possible rise in borrowing costs in Japan may curb demand for loans and is a blow to bank stocks.
The Japanese market recovery is being underpinned by unusual strength in U.S. equities.
