Amrith Ramkumar

speaker

860 appearances 16 recordings 1 series first heard May 2018 last heard Sep 2021

Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Tech and Industrials Earnings Could Upend Markets · 23 Jan 2019 podcast

So those are, like you're saying, kind of a barometer of market sentiment on a day-to-day basis. voice-verified

And so them coming down was seen as pretty positive and good, but now we'll have to see how they react after earnings. voice-verified

Yeah, I think that's right. voice-verified

One of the factors that has broadly helped the market, again, we've had kind of the cautious comments from the Fed and the signs that the U.S. voice-verified

and China, both sides, are willing to compromise on trade ahead of this March 1st deadline. voice-verified

So I think people are mostly looking at the commentary for forward projections from a lot of these companies to see how they're kind of approaching things as this year looks really uncertain because we've had the IMF, the World Bank, lower their forecast for global growth for the year. voice-verified

China just reported its slowest annual growth from last year in a long time, like three decades or so. voice-verified

So there are a lot of warning signs for some of these companies. voice-verified

And the auto housing sectors, again, have been kind of the weak spots in the U.S. voice-verified

economy. voice-verified

That's a really good way to describe it. voice-verified

And like you're saying, it's fascinating because if you go back a quarter to last reporting season, when valuations were still pretty high before the fourth quarter sell-off, companies that beat expectations weren't really rewarded as much in many cases. voice-verified

And then companies that missed expectations were often punished severely. voice-verified

But now, because valuations are so low, particularly in some of the sectors like financials and some of these others, people are saying that you have to look at the stock reaction, not necessarily the numbers. voice-verified

So for the big banks, voice-verified

but they had gotten real so cheap that even though like revenue missed some of the profit beats and some of the more upbeat comments were enough to lift those stocks even though again like trading revenue got a huge dent from last quarter's volatility and some of the safer sectors for example that are also reporting in addition to tech and industrial like health care that like investors have been favoring because of their safety again they have higher dividends more stable earnings but a slight beat or a miss might be different in that sector versus what we saw voice-verified

with the banks. voice-verified

So, yeah, people are saying to definitely keep an eye on the stock reactions because that might tell more of the story with valuations changing so much on a day-to-day, week-to-week, and what we saw last quarter basis. voice-verified

Thank you so much for having me. voice-verified

WSJ Your Money Briefing · Stock Market: What Goes Down Doesn't Then Go Back Up · 11 Dec 2018 podcast

Not at all. voice-verified

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