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HIGHER INTEREST RATES - NO BIG DEAL: The spike in U.S. Treasury yields spooked stocks but rising rates are less concerning if they are gradual. “We believe we are in a reflationary environment .. and hence, rising rates tend to be associated with rising stock prices,” Thomas Lee, Fundstrat’s head of research, said in a note. MARKET CORRECTIONS - THEY’RE A GOOD THING: Sharp market pull-backs are viewed positively in the context of a long bull run because they rid the market of complacent investors and shake off pricey valuations.

“You need these periodic cleanses to rose gold clear swarovski barrel formal set | uk cufflinks kind of refresh and then allow the market to move higher,” Carlson said, THE BUYBACK IS YOUR FRIEND: Some market-watchers have pointed to a recent “quiet period” preventing corporate stock buybacks as a potential reason for a lack of support during the volatility, But companies are expected to keep using their cash to repurchase their stock, keeping demand for equities high, Goldman Sachs strategists expect S&P 500 buybacks to climb by 22 percent to $940 billion in 2019..

Bucky Hellwig, senior vice president at BB&T Wealth Management, said that buybacks are “sustainable:” “You’ve got companies generating a higher level of cash flow based on the tax cuts that are in effect now, and that cash flow has to go somewhere.”. EARNINGS - SHAKIER THAN THEY SEEM: After this year’s tax-fueled boost, S&P 500 earnings growth is expected to step down to 10 percent in 2019. Some investors worry that even that rate may be too high, given pressures from rising wages and other increasing costs.

“The bull case is predicated on earnings being OK and if we actually see earnings estimates roll down ., that’s a big risk,” said Keith Lerner, chief market strategist with SunTrust Advisory Services in Atlanta, THE FED DOES NOT HAVE YOUR BACK: Powell’s recent comments that rates need to continue to move toward an estimated neutral level and even a bit beyond are a concern for investors who believe the central bank may increase rates too quickly, “The Fed could tighten too much, especially given that it is using two tools at the same time - rate hikes and balance sheet normalization,” said Kristina Hooper, rose gold clear swarovski barrel formal set | uk cufflinks chief global market strategist at Invesco, “That has the potential to choke economic growth and create disruption and volatility in the stock market.”..

POLITICS - CLOUDS ON THE HORIZON: Investors point to risks from increasing tensions over trade between the United States and China, the world’s two biggest economies. “The growing tariff wars have the potential to negatively impact economic growth,” Hooper said. Turmoil in Washington also creates unease on Wall Street, and volatility could rise ahead of the November congressional elections. BONDS ARE ENTICING: Key to the run in stocks has been their relative yield advantage over other assets, namely bonds. But the rise in bond yields means they are increasingly attractive and may start to lure away investor resources from stocks.

“If bond yields start offering competition to equities, then the favorable case for equities versus bonds is adversely affected and that is the key thing to watch out for,” said Vinay Pande, head of short-term investment opportunities at UBS Global Wealth Management, TECH WRECK: Shares of technology and other Internet-related companies have led the stock market’s ascent to record highs in recent years, but those shares have particularly suffered in the recent rose gold clear swarovski barrel formal set | uk cufflinks pullback, If tech continues to stumble, some investors are concerned that other sectors will fail to pick up the slack in any market rotation..

BRASILIA (Reuters) - Brazilian police have referred two former executives of food processor BRF SA (BRFS3.SA) to federal prosecutors in an investigation into food safety that disrupted meat production in 2017, documents seen by Reuters showed on Monday. The allegation is that former BRF Chairman Abilio Diniz and former Chief Executive Officer Pedro de Andrade Faria did not disclose damaging information when they were at the company. According to the documents, among the evidence that police collected were a series of WhatsApp messages and emails exchanged between the two executives.

Diniz did not immediately respond to a request for comment and Faria declined to comment, It will be up to federal prosecutors whether to file a complaint based on the police findings, whether to rose gold clear swarovski barrel formal set | uk cufflinks ask for additional investigation or whether to end the inquiry based on a lack of evidence for criminal charges, Allegations have been made against 41 other people in the investigation known as “Weak Flesh.” The scandal disrupted production and caused the temporary closure of export markets to certain Brazilian meat producers early in 2017..



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