Around a fifth of the S&P 500 have reported their third
quarter earnings, which means analysts and investors alike are swamped under an
avalanche of numbers. While these numbers can serve as measures of past results
and indicators of future performance, they often fail to highlight underlying
economic and market trends.
1.
Costco says big companies can plan for and
manage new healthcare requirements
2.
Nike warns that it's getting more expensive to
make things in China
3.
American Express notes that China's slowing
growth hurts Australia's economy -
"...that's probably a reflection of
the fact that China is slowing down and Australia's economy has some pretty
close linkages to China…
4.
Johnson & Johnson says that Europe's slowest
economies are cutting back on healthcare spending
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