Christoph Bianchet
Christoph Bianchet
economy economy-and-economics question strong
I think the economy will be surprisingly strong in the first half. The real question is: What comes after that?
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.
bridge certainly hold increased increases risk risks second shoe
It certainly increases the risk that the second shoe is going to drop. This bridge is not going to hold and the risks have increased dramatically.
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.