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last quarter was 3% , revised down to 2.2 . this quarter i bet gets revised down in to the 3's . they always have these great political headlines than change them . i think the year will come in in the low 3's to high 2's
When you look at earnings this quarter, I've been seeing more rewarding/forgiving lines on consumer defensive and utilities with harsher lines on industrials, cyclicals and tech. To me that's a decidedly bearish move, because the big guys need time to shift their money, and the only time where they have to volume to do it is during earnings reporting.
i agree , ceo's say they are waiting to make not only capital expenditures , but to see if they will be closing production lines going overseas . they are prepared to close factories here and open them over seas .
that should make america great again ha ha ha
Ehhh ...think about it....CEO's might be using that as an excuse ...also, they could be saying this as a political statement....it's easy to say "well its because of tariffs"....lets see how many actually follow through on "well if there are tariffs we will close factories"..thats a draconian statement ...again, from a macro standpoint the tariff numbers mentioned are a blip when compared to the size of the global economy
The facts often have little to do with perceptions. Trump has managed to anger Canadian, European and virtually every other leader except for Kim and Putin. He talks a tough line on trade and tariffs. People listen and react. It is sort of like the Greek issue of years ago. No big deal but the markets drops substantially with every news item or rumor. Trumps behaviors and threats of widening trade wars cause reactions. Canadians, Europeans, and Chinese are starting to boycott American products with or without tariffs. These sorts of things are not going to end even if Trump decides to tell his supporters that he has won. With the uncertainties, businesses are holding back on some investments and projects that would have been in play. These sorts of collateral damages are worse than our tariffs and tariffs being imposed by other countries.
very very short term sure there are reactions, but thats what the headlines tell you as to WHY the markets moves on a daily basis...markets move up and down daily for a variety of reasons....with the market down less than 5% from the all time highs that tells us the market doesn't care.....nor should long term investors IMO...
This is so true and can't be emphasized enough. Yet, it's so often ignored. I think there must be many who self-identify as "long term investors," but their horizon is more like 6 month cycles connected in between.
Reacting to what the market is doing every week, every month, every quarter is the antithesis of long term investing. There's talk and then there's actions. Actions tell the real tale.
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