David Thwaites Quotes


You've basically got steady growth, inflation is not a problem. With the exception of the UK where interest rates are going up, generally you don't have interest rate worries. But I think the markets in Europe, led by Wall Street and the U.S. bond market had gone too far too fast--a correction was needed. - David Thwaites


You really want to take advantage of the U.S. recovery. Technology, telecom and consumer cyclical stock would be the best investments. - David Thwaites


We've still got worries about corporate earnings and I think that's going to be the case for a couple of months yet. - David Thwaites


We've seen a sharp sell-off, bond markets have risen strongly, equity markets have basically collapsed very, very quickly. - David Thwaites


We think the Fed will probably move in the summer, in the third quarter. - David Thwaites


There's relief that there hasn't been any particularly bad news out of the United States, but the focus remains on earnings, both there and in Europe. - David Thwaites


The first quarter should mark the trough in earnings, but judging by the market's negative reaction to recent warnings from the likes of IBM, there's little room for disappointment. - David Thwaites


The background news isn't that good with Iraq and corporate news isn't that positive, so it's probably a good reason for people to step back. We've also got technical things going on pushing things all over the place. - David Thwaites


Reality bites. Micron underlines that despite the market run-up recently, there's still no confidence about growth and earnings. - David Thwaites


My feeling is that the actual numbers will be OK, but that there'll still be a lack of confidence about where we go from here over the next six to 12 months. Generally, we're still likely to continue grinding sideways to lower, although at the moment it's looking like its more lower than sideways. - David Thwaites


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