标题: sac louis vuitton Tobias Levkovich [打印本页] 作者: i8to9m2g 时间: 2014-12-19 16:54 标题: sac louis vuitton Tobias Levkovich is expected to average only 2% growth next year. ?In addition to interest rates, global chief investment strategist hole Koch (Russ Koesterich) also believes that earnings "too high", the bull market is expected from the United States wheeled landing in Japan and Europe markets. "We may see the United States accelerated wage growth, which means that the company operating margins will come under pressure,sac louis vuitton," Koch said hole. Hole Koch P 500 next year is expected to wrap up 2160 points. ?Given the pressure on wage growth soon,sac louis vuitton pas cher, some strategists bearish catering, retail, hotels and other consumer discretionary companies - all labor-intensive companies. Citibank Citi Research's chief US equity strategist Levkovich (Tobias Levkovich) expected: "Within a few quarters we will begin to see the growth in wages."?Levkovich recommends optional touch the consumer goods industry, that its high valuation is not sustainable. He also questioned the low profits of the domestic energy sector could be offset by higher profits abroad. He said: "If a man does not find a job in North Dakota's oil wells,louis vuitton soldes, which may mean less real estate to sell a house." Part of the drop in oil prices is the biggest winner in the low-end retailers,louis vuitton soldes, may be one of them.The energy sector is the worst performing stock this year, from the end of June highs of 26% of the end of the market capitalization of the S & P 500 is only 8.4%. BofA Merrill Lynch US stocks and quantization strategy director Mani Sabra Ann (Savita Subramanian) expects energy will account for 11% of the company's profit & P 500 stocks of the company's total profits,louis vuitton sac pas cher, if the level of oil prices have been hovering in the near future, marking S & P 500 earnings per share could fall to $ 1-2. Considering the volatile situation in the oil producing areas,sac louis vuitton femme, Sabra Ann Manila recently S & P 500 earnings per share is expected next year,sac homme louis vuitton, down from $ 126 to $ 124.Parker,louis vuitton pas cher, director of US equity strategy (Adam Parker) for energy and industrial stocks have different views. He believes that the big drop in energy prices is the S & P 500 net entirely good.
Ott and Prudential International Investments Advisors Praveen,sacs vuitton, chief investment officer (John Praveen) are the most optimistic. Praveen P 500 next year is expected to be 2250 points. ?Former US GDP growth two quarters (annualized) were 4.6% and 3.9%, up for the lack of the first quarter. In this context,sacs louis vuitton, Ott said the investment after five or six years of low growth, consumer and corporate demand for the release will further promote economic growth. ?Ott,sac louis vuitton pas cher, the company expects operating profit will increase as investors digest earnings will also be good news and expand. "Historically, the bull market of 17-18 times earnings in Treasury yields 4-5%. Since we can not expect yields to 4%, 18 times earnings is conservative,sac louis vuitton pas cher," Ott said. Last week, ten-year bond yields fell to 2.08 percent from 2.31 percent. ?But not everyone is equally optimistic and Ott. Director of the US stock market strategy at Barclays Bank Goeuriot that (Jonathan Glionna) believe that the quality of corporate profits is not enough to push earnings increase. Goeuriot noted that earnings per share is a record of share repurchases and operating margin to push,louis vuitton sac, but the driver of revenue growth does not yet exist.Goeuriot that goal next year for the S & P 500 is 2100, in the magazine survey of strategists is the lowest expected to rise only 5%. Because the S & P 500 stocks that about 30% of sales come from abroad,sac louis vuitton, in many parts of the global economic weakness, the Barclays strategists believe their revenue growth will be very difficult.
consumer discretionary stocks are significantly positive,louis vuitton sac. Parker promising companies like L Brands.
encouraged by the company's capital investment and hiring new people; the new year also share repurchase will remain active.US market is much better compared to other major markets. Although the leaders of the effort to loosen credit, the Japanese economic recession again this year. The European economy is still struggling,louis vuitton paris, the rapid development momentum of China's economy a few years ago seemed unsustainable. Federated Investors,louis vuitton homme, chief investment officer Ott (Stephen Auth) said: "By contrast US economic growth is very good, and has begun to accelerate growth." ?Ott's most optimistic forecast. He expects next year the S & P 500 will wrap up 2350 points,sac homme louis vuitton, from the current point up 17%. In the past three years to accept the Articles of strategists surveyed.
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