There's relief that there hasn't been any particularly bad news out of the United States, but the focus remains on earnings, both there and in Europe.

237

It's a familiar story. The market is trying to build a floor but the news flow on the corporate side isn't consistently good enough to build a rally.

224

We've seen a sharp sell-off, bond markets have risen strongly, equity markets have basically collapsed very, very quickly.

215

You've basically got steady growth, inflation is not a problem. With the exception of the UK where interest rates are going up, generally you don't have interest rate worries. But I think the markets in Europe, led by Wall Street and the U.S. bond market had gone too far too fast--a correction was needed.

184

We've still got worries about corporate earnings and I think that's going to be the case for a couple of months yet.

183

The background news isn't that good with Iraq and corporate news isn't that positive, so it's probably a good reason for people to step back. We've also got technical things going on pushing things all over the place.

177

From an operational perspective we need to see signs the company is coping well in this difficult environment, and if that is the case that could set the market up for a good day [on Tuesday]. If not, then the opposite could happen.

171

We think the Fed will probably move in the summer, in the third quarter.

154

The first quarter should mark the trough in earnings, but judging by the market's negative reaction to recent warnings from the likes of IBM, there's little room for disappointment.

139