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It said: Against an improving backdrop, the recent sell off of house builders warrants close attention.
In stark contrast to this improving backdrop are the legal battles still being waged over wrongful foreclosure practices.
The second half of the year should provide an improving backdrop as risks mitigate.
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Despite Cisco saying the quirks are related to economic conditions, investors could hold off on punishing other networkers who may be betting on improved backdrop in the second half of 2001.
It said afterward that expectations it would raise rates in coming months were unwarranted, despite the improving economic backdrop.
Saira Malik, head of equity research at TIAA-CREF, highlights a related subplot: a gradually improving economic backdrop that is not fully factored into stock valuations.
Despite the dip in growth, confidence among UK builders about the 12 months ahead jumped to a nine-year high in March, boosted by an improving economic backdrop and strong order books.
"We are cautiously optimistic regarding Israeli equities, given an improving macroeconomic backdrop for the market from both a global and domestic perspective," says Neil Gregson, Credit Suisse's global head of emerging markets equities and the interim chief investment officer for the First Israel fund, a closed-end stock portfolio.
The improving economic backdrop is also helping to drive up the Treasury's tax take, and analysts expect the chancellor to be able to announce that the deficit on the public finances will be up to £15bn lower both this year and next than he planned for in March.
Given the currency bloc's improving fundamental backdrop and recent impressive data releases, particularly in Germany, not to mention the shortage of supply of bonds to buy, we believe that the ECB will fully taper its asset purchase programme by the end of 2018.
The brokerage said private investors might be attracted to CBRL given the chain's improving fundamental backdrop.
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