Lars Kreckel
Lars Kreckel
buffer downward european interest markets pressure protect relative rising safety
European markets still have a safety buffer from relative valuations that will protect equities from any downward pressure from rising interest rates.
corporate economic global longer outlook past profit strong
In the longer term, we are more optimistic. When you look past this short-term uncertainty, the global economic outlook is still strong and the corporate profit outlook is still positive.
coalition german grand longer market mean negative reforms slightly view
The German market would view such a grand coalition as slightly negative because it could mean reforms will take longer to enforce.
equity fed hikes present problem rate
Fed and ECB rate hikes should not present a liquidity problem for equity markets.
identify moment seem trend
The only trend you can really identify at the moment is that things seem to be M&A driven.