Dan Suzuki - Bank of America Merrill Lynch


Last quote by Dan Suzuki

Small-cap earnings growth has been trailing large-caps for the last four years, and that continues to be the case in the first half of this year. We're in a longer period of underperformance.feedback
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Jul 21 2017
The latest quote from Dan Suzuki is: “I think the problem is expectations are already pretty high. I think if the commentary is pretty good that could be supportive of the market. The guidance itself has the potential to disappoint. Our numbers are lower than the consensus for the third and fourth quarter. There's a potential that offsets some of the positive commentary you'll see. I think it will be mixed.”. It comes from the It's up to corporate America to keep the rally going article. You’ll find on this page 9 articles with Dan Suzuki quoted on topics such as Donald Trump and negative. Dan Suzuki has been quoted 20 times in 9 articles.
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Dan Suzuki quotes

Mar 17 2017

Growth and the interest rate trajectory are going to be two key factors.feedback

Mar 10 2017 - Federal Reserve

In the near term, the commentary and the dot plot could drive a short-term movement in the market, but I wouldn't think it's going to be the spark of a long lasting sell-off in the market, given the macro backdrop is very supportive. But that doesn't mean you couldn't get a 1 percent down move on the day, if [Fed Chair Janet Yellen] sounds more hawkish or the dot plot comes in more hawkish than the market is expecting.feedback

Mar 10 2017 - Oil

I think most of the movement in oil prices appears to be a combination of the market technicals and some supply-side drivers. If that continues to be the case and you don't see, like a 10 percent move in oil prices, I think the market should continue to be relatively isolated from oil price movements. If you get a big sell-off or the prices are selling off because some sort of demand-related reason, then that could be an issue.feedback

Feb 03 2017 - UBS

Our perspective has been that in the very near term, while there's no more 'central bank put,' it's been replaced with a 'Trump put.' The 'Trump put' is reliant on not getting much detail on the eventual policies we're getting, in the near term, which keeps the hope trade alive.feedback

Feb 03 2017 - UBS

Predicting Donald Trump's tweets is bordering on the impossible. Next week is the last major week of earnings season so that's going to be ongoing, but I think with all the political news, the earnings have taken a back seat. I don't anticipate there being any change. The bottom line for the earnings season is things are pretty good.feedback

Feb 03 2017 - UBS

The market is beginning to focus on some of the negatives that fall within the policy options. Right now the negatives of border adjustment, losing interest deductions and concern about trade friction … and overall social unrest. People are talking more about that stuff because we're not getting much clarity.feedback

Nov 04 2016

We think there's a lot to be concerned about.feedback

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