“The reflation trade is back on. We are seeing more optimism about the global economy.”
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“It could be an economic recovery and a profits recession.”
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“[Starbrand has also provided added features for The L Word first-season DVD -- a fact that David Bowers, vice-president of marketing for program distribution for Showtime Networks, says dovetailed nicely with his own promotional plans for the show.] It came out of the blue. At the time when I was making the DVD for season one, we were looking for a cost-efficient, unique way to communicate with the fan base, ... Dedicated fans want to know everything about their favourite characters, and this lets them feel closer to them.”
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“The upside is critically dependent on an aggressive Fed easing,”
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“Normally at the beginning of a bull market you would want to be in the economically sensitive stocks, and thats not whats running at the moment.”
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“All the warning signs that had been detected in recent surveys have come to a head. There is now a deep-seated view that core inflation is on the rise and monetary policy should be tightened. This comes at a time when global growth expectations are already softening.”
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“The euphoria we saw at the beginning of the year about the world experiencing a synchronized cyclical recovery has disappeared. While it doesnt feel like a recession is around the corner, fund managers are clearly less confident that the recovery can be sustained.”
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“Higher energy prices have taken their toll of hopes for top-line growth. Cost-cutting as a driver of earnings is back on the radar screen.”
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“Pounding the pavement, standing up long hours at events, the kinds of things you have to do in a campaign ... Its definitely disappointing and frustrating. But well live to fight another day.”
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“One of the things that stands out about this project is how it was funded.”
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“Investors think that the Fed is almost done. That has been a powerful catalyst to get people to commit to equities early in the year.”
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“People are already fully invested.”
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“When theres such a strong consensus, the smart moneys already there and theres not much for the marginal buyer to gain by following the herd.”
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“Investors have become a lot gloomier about the prospects for economic growth, corporate profits and margins -- certainly compared with two months ago,”
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“Before we get too excited, its worth remembering that eleven rate cuts totaling 475 basis points have failed to deliver any meaningful economic recovery; they have also failed to prevent a major deterioration in US credit quality.”
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“Investors have become a lot gloomier about the prospects for economic growth, corporate profits and margins -- certainly compared with two months ago.”
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“The most striking thing from the survey is how bullish everybody is.”
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“The lack of positive growth momentum has undermined risk appetite.”
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“Reading between the lines, fund managers are bracing themselves for a bear flattening of global yield curves.”
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“Investors are more confident about Japan. There is a slight wariness about emerging-market equities.”
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