Christoph Bianchet
Christoph Bianchet
balance buy corner fall might reluctant sheets turned
We're still reluctant to buy into these stocks, even if they fall considerably. They might have turned the corner in the broadest sense, but the balance sheets are very stretched.
adjusting engine expect fed focus forward markets might puts signals view worst
The markets are adjusting to the view that there's not much to expect from the Fed going forward and that puts even more focus on the other engine of the markets, which is earnings. There you have some signals that the worst might be over.