Philippe Gijsels
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Philippe Gijsels
becoming broadband growth home media mobile people receive ride stocks telephones wave
Media is becoming much more important now that people have broadband at home and mobile telephones that can receive content. Media stocks are going to ride a wave of growth that is only beginning.
higher holding interest rates
Higher interest rates are holding back the markets.
continues difficult economic energy equity growth higher interest prices rates
Higher energy prices and uncertainty about interest rates as economic growth continues are making it difficult for equity markets.
oil overcome problems prove results sentiment steel
They have to prove in their results that they can overcome the problems of oil and steel prices. The sentiment has been too optimistic. I don't see much potential.
cause data difficult economic interest meaningful progress rates terms volatility week
Uncertainty about interest rates will make meaningful progress difficult to achieve. This week will be big in terms of economic data and this can cause volatility in the market.
ahead chasing groups hot people problem
The problem technically and psychologically is that we went ahead of ourselves. People have been chasing hot groups and hot stocks.