“Some slippage in other categories is probably due given very strong gains in recent months.”
“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,”
“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 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.”
“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.”
“This decline [in the jobless rate] is certainly the largest drop we've seen in recent months, so it does suggest a stronger labor market than we expected.”
“This is a welcome surprise; the trend in claims in recent weeks has been strongly upwards.”
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