“Some slippage in other categories is probably due given very strong gains in recent months.”
“Given recent macro and consumer data have been positive, Travis is a great recovery story on a 12-month view. It remains one of our top picks for 2006.”
“We are pleased to note that the recent run of strong data in Australia has seen markets lower that probability to only about 15 per cent.”
“Given the increased correlation between base and precious metals over recent months, any further weakening in base metal prices would be a distinct drag on gold.”
“Given that the expected pace of the recovery has been scaled down over recent months, sharp declines in stock prices are having a negative effect on consumer and investors confidence,”
“The recent increase in mortgage rates has given the housing market a slight breather from the frantic pace in lending that has been prevalent over the last few years.”
“Clarksville has hedged small amounts in recent months. They do know about hedging, they just haven't done much lately.”
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