Equity Strategy Outlook, Looking for Growth in a Down Market [HEAT]

Filed in: Macro Update
16 August 2010 at 10:08 GMT

Review of Saxobank's Equity Strategy Outlook report for August, discussing growth still limited by weak consumer spending. Growth by cost cutting measures have been fully implimented, further growth will be dependant on a pick up in consumer spending.
Health and technology sectors are identified for better than average performance, however tech giants such as Intel and Cisco have revised down their earnings.
Results from the 'Housing Starts' report from the US to be announced this week, will be a key economic indicator.

Download/View the Equity Strategy Outlook report

Read more arctles from Mads Koefoed
http://www.tradingfloor.com/mads-koefoed

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This post apears under the following topics...

  1. Housing Starts and Completions
  2. macro
  3. Consumer Spending
  4. equities
  5. sectors
  6. Technology