It’s too early to get too gloomy about stocks
An unexpected and unfortunate outbreak of the coronavirus puts pressure on the sustainability of the increase in global growth momentum. The fact that the uptick in momentum had only just […]
Tag Archives: Earnings
Earnings growth is not a prerequisite for higher equity prices
With global growth leveling off, investors are more focused than ever on corporate results. These reveal a less rosy picture than in previous years and company expectations are very muted. […]
The Power of Earnings!
There has been a lot to do about equity valuations in the last couple of years, especially when it comes to US price-earnings ratios. But at times investors seem to […]
13 Recession Charts!
Over the last couple of days equity markets have intensified their downward trend. Worries about China and falling oil prices are now accompanied by another major issue, the (increasing) possibility […]
Week End Blog – Draghi does it again!
Draghi does it again! A headline very appropriate for many financial articles and blogs, including this one. At the press conference, following the decision of the Governing Council of the […]
