I think the advice to any investor is try to block out as much macro noise as you can but resist the temptation to think this is a market bottom -- it's a lottery ticket.
Quotes about macro (16 Quotes)
On balance, the macro outlook continues to point to further rate hikes by the Fed.
What is clear is that (the) uncertain macro environment and brand turnaround begun too late are not just short-term hiccups,
Even though Office 12's adoption of XML might cause pain in the near term, it is an architectural necessity for moving forward, ... It will be hard to convince people to go back and figure out every macro already in their company and find an alternative means of doing the same thing. But in the long run, having this as a separate engine is going to be more appropriate and more scalable down the line.
I think we're all cognizant of the fact that there are two macro trends going on here that this product is designed to respond to. One is more and more consumers are getting information and entertainment online and the other is more and more advertising dollars are going online.
We believe the noise will remain constant, but the signalnoise ratio is clearly falling, as the macro economy continues to enter a recovery phase.
Macro reforms have become entrenched and made it cheaper and easier to run a business, and are no longer questioned.
We're pretty bullish on the sector. I mean, what's happened at a macro level is that consumers have said that straight traditional HMO products are not their products of choice. They really want a product that gives them more options in terms of doctors and places to go for their health care. The traditional HMOs then have to evolve. This leads to some rising costs in turn, the companies raise premiums to keep up with that. Most of the companies have made this transition and are experiencing extremely strong earnings this year.
We don't take a macro view... We'd look at every company to figure out if trade sanctions are helpful or hurtful.
Another project that I began in Cambridge concerned the interaction between the distribution of income and short run macro economic behavior.
Any luxury company is susceptible to a slowdown in the U.S. or Japan. The macro issues are really more important for a luxury company.
Our main contention here is that we do expect sales to fall off from these levels that are obviously quite high, and I think it's fair to say you can't maintain a sales rate which for the industry we estimate is going to be a at or near record levels, ... If you analyze this from a macro view, it's clear there is going to be payback from this program in the year ahead.
I have, before now, waited for a pen to perform a macro.
The dynamic of the move in stocks is you have an extremely bombed-out market coupled with a central bank that has taken a slightly more adventurous approach to monetary policy. But in overall macro terms, the place is still a complete and utter economic disaster.
Consumers are looking for more and more choice, and beverage companies are responding. The macro trend is toward lighter, lower calorie beverages, but consumers still like sweet, creamy, dessert-like beverages.
It's probably more macro than it is Cisco. Cisco is eating off lots of people's plates. The call made it clear that Cisco is taking market share.