The Times (December 14)
“Time is running short for Europe to stand together. The worst-case scenario is that America walks away from its commitments entirely. Ukraine’s allies cannot afford to project weakness.” The “crunch point” has come for Europe. “Can it act in a confident, bold, unified manner? Or will it be riven by internal disagreements and petty rivalries?”
Tags: Allies, Bold, Commitments, Confident, Crunch point, Europe, Internal disagreements, Petty rivalries, U.S., Ukraine, Unified, Walks away, Weakness, Worst-case
Investment Week (September 5)
The bad news in the UK is that the majority of “firms (55%) are holding off on investment decisions until after the Autumn Budget—set for 26th November.” The good news is that 43% of those businesses “are expecting to increase investment as a result.” The Barclays’ Business Prosperity index expects investment “to grow by 5.5% over the next 12 months, with 89% of businesses remaining confident in their own prosperity.”
Tags: Autumn Budget, Barclays, Business Prosperity index, Businesses, Confident, Firms, Grow, Holding off, Increase, Investment decisions, Prosperity, UK
New York Times (July 31)
“The technology sector is facing another rough patch, after Microsoft reported mixed quarterly earnings and its shares tumbled. The company’s results are fueling more concern among investors about whether hefty spending on artificial intelligence will pay off, and how long that might take.” The tech giant, however, is confident that its efforts will pay off.”
Tags: AI, Concern, Confident, Investors, Microsoft, Pay off, Quarterly earnings, Results, Shares, Spending, Technology sector, Tumbled
Seeking Alpha (May 7)
“Berkshire Hathaway holds $130 billion in cash. That is over 18% of the company’s market cap. Clearly, management is not confident in the near term outlook of U.S. equity markets” in light of “the increasing preponderance of data that supports lower growth and lower earnings. The U.S. has certainly experienced an incredible period of growth and profits over the last 3 years. That phase is coming to an end.”
Tags: $130 billion, Berkshire Hathaway, Cash, Confident, Data, Earnings, Equity markets, Lower growth, Management, Market-cap, Near term, Outlook, Profits, U.S.
Reuters (March 1)
“Strong investor inflows into bond markets this year mean traders and bankers are confident the European Central Bank will have a smooth start to unwinding its huge bond holdings, but the long term impact of its ‘quantitative tightening’ is a big unknown.”
Tags: Bankers, Bond markets, Confident, ECB, Holdings, Impact, Inflows, Investor, Long term, Quantitative tightening, Smooth, Strong, Traders, Unknown, Unwinding
Seeking Alpha (January 4)
“While analysts on Wall Street are confident the bull market will continue uninterrupted into 2022, there are more than enough risks to derail that market outlook. Importantly, none of these independently suggest a significant correction is imminent. However, the risk is that they will undermine the bullish ‘psychology’ of the market.”
Tags: 2022, Analysts, Bull market, Confident, Correction, Derail, Imminent, Market outlook, Risks, Undermine, Uninterrupted, Wall Street
Reuters (December 13)
Apple “rose about 11% last week, extending its more than 30% gain for the year as investors remain confident that flush consumers will continue to pay top dollar” for its products.” The company’s “market value hovered just shy of the $3 trillion mark on Monday, following a stunning run over the past decade that has turned it into the world’s most valuable company.”
Tags: $3 trillion, Apple, Confident, Consumers, Extending, Gain, Investors, Market value, Stunning
Financial Times (March 18)
“A long-awaited showdown between Toshiba and its two largest investors has ended in embarrassment for the conglomerate and an unprecedented show of shareholder strength in Japan. The landmark vote in favour of a probe into Toshiba’s conduct follows five years of increasingly confident shareholder activism against the conservative bastion of corporate Japan.”
Tags: Activism, Conduct, Confident, Conglomerate, Conservative, Corporate Japan, Embarrassment, Investors, Japan, Landmark vote, Showdown, Strength, Toshiba, Unprecedented
WARC (July 21)
“High levels of concern over COVID-19 come as countries struggle to contain virus outbreak in tandem with the slow reopening of their economies. While 77% of respondents in China were worried, 90% of respondents were also confident about their country’s ability to deal with the virus compared the global percentage of 36%. In India, 53% of respondents were confident, down from a high of 64% in previous surveys, while Japan had the lowest confidence level at 19% but was up from a low of 11%.”
Tags: China, Concern, Confident, Contain, COVID-19, India, Outbreak, Reopening, Struggle, Virus, Worried
New York Times (October 19)
It is “hard to see how the American people can ever be confident that Mr. Trump, who has spent a lifetime as a money-obsessed deal maker, is acting in the nation’s best interest, and not his own.”
Tags: Best interest, Confident, Deal maker, Money obsessed, Trump, U.S.
