Mike van Dulken

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Last quote by Mike van Dulken

Calls for a positive open come thanks to investors ignoring the Fed's rate hike to concentrate on an unchanged outlook. Forecasting just two more hikes this year, markets have digested the policy update as less hawkish than it could have been. A USD sell-off has thus helped Oil and metals extend rebounds, benefiting the likes of dual-listed Miners RIO and BLT down under overnight.
Mar 16 2017
Mike van Dulken has been quoted 46 times. The one recent article where Mike van Dulken has been quoted is Live FTSE 100 surges to record high as reflation rally resumes after Fed rate hike and Dutch election result. Most recently, Mike van Dulken was quoted as having said, “Add to this a rather more palatable Dutch election result than feared and risk appetite has been restored. Markets are being allowed to ponder the potential for less populist French and German political outcomes in the months to come while further US stimulus supports both US growth and Fed policy normalisation, in turn helping global growth.”.
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Mike van Dulken quotes

This would be significant because it would be the first developed European country to see a populist party in power. On the flip side, look at how well the markets have taken [President-elect Donald] Trump and Brexit.

BT shares have bounced back to positive territory on hopes that Europe, for all its red tape, will actually complicate the matter and delay the process.

(With) continued production cut brinkmanship from both OPEC and Russia, scepticism is still rife about whether tomorrow's official OPEC meeting in Vienna will be a success.

Fears are that an Italian dissent and resulting market turmoil would dissuade already gutsy investors from daring to participate in desperately needed recapitalisations within a very troubled 4 trillion euro banking system.

There were no London property disposals ... and letter weakness still needs to be offset with growth in the highly competitive parcels arena.

I think markets are perhaps already ... moving on to the other political risk we're facing.

Expectations of an infrastructure spending spree, fiscal stimulus and deregulation are, however, intensifying the bond market sell-off via hopes of growth, inflation and, more importantly, interest rate rises.

Less chance of a Fed rate hike also helps keep investors smiling at the prospect of cheap money and accommodative global monetary policy stance for a while longer.

Helpful FX moves are helping sugar margins (already up on better global sugar prices), bringing focus back to the 'ingredients/agriculture' segment to prove that the ABF story can still be something other than discount fashion and Primark.

Equity markets remain southerly oriented into the weekend. Investors remain nervous about who will prove victorious in next Tuesday's U.S. election. They are also having to deal with a more hawkish central bank outlook globally as the U.S. Fed preps us for another step towards policy normalisation via a December rate hike and its Bank of England peer shifts away from more stimulus thanks to the U.K. economy weathering the Brexit storm.

Markets appear optimistic going into risk events including tonight's China GDP growth update, Wednesday's final Trump vs Clinton debate and Thursday's ECB policy decision.

Failure to return excess cash ... [is] likely the real culprit for investor displeasure. It only makes matters worse for shareholders struggling in an environment of low returns.

Banks remain pressured by the prospect of lower rates for longer and global growth uncertainty.

This has understandably sent ripples across the sector.

Markets just need a bit more evidence that they should indeed be back to the races or ... be selling off and I think the U.S. might give us a bit of a hand today.

(This) ... serves to strike fear into the hearts of healthcare groups and their investors everywhere.

Less London exposure than peers looks to be paying off while current trends and outlook appear in line with recent property data.

Today's losses come after a raft of mixed data from across the globe. A more prominent bearish sentiment is now overpowering the hitherto bullish dominance that had ushered us to recent highs.

Investors are perhaps hopeful that things are on the up from the group, with better returns on the horizon via a revamped investment banking division - the one that made it such a success in years gone by.

While news of an acquisition tends to dent the acquirer's share price (spending cash/diluting shareholders by issuing shares, risk of overpaying, integration risk, etc) the fact that this addition to the SMIN stable can be merged with its existing detection business is being well-received.

Markets were uninspired by what management described an 'in-line' start to 2016 and thus less bullish than shareholders had been hoping for ... (however) the fundamentals for the company are ... pretty solid as we move toward a cashless society.

Still work to do on the restructuring front, but a 20 percent move off the share price lows could signal a turning point on a difficult journey.

Investors are back in wait-and-see mode ahead of Fed Chair Yellen's testimony to lawmakers on Wednesday anxious for clues about the Fed's rate rise trajectory.

Further support for gold comes from a slightly weaker U.S. dollar as markets price in expectations of a dovish Fed message tomorrow, given the market turmoil.

We are in a new world - China's not growing (in) double digits, demand for raw materials has fallen through the floor and it's both a supply and demand side problem.

Holders will be happy to receive another 60p special dividend ... thanks to good cashflow, but sceptics might not like a worse net debt position and what amounts to a challenging environment in which to be a retailer.

The mining space remains under considerable pressure on account of sector adjustment to years of over-expansion, resulting in supply gluts with slowing global growth.

Holders will be happy to receive another 60p special dividend … thanks to good cashflow, but sceptics might not like a worse net debt position and what amounts to a challenging environment in which to be a retailer.

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