Philippe Gijsels
Philippe Gijsels
broke earnings european finally further increase markets price releases sentiment
The European markets will play catch-down this morning. Sentiment finally broke down after disappointing earnings releases and a further increase in the price of oil.
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.
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.
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.
fact happens rates timing today uncertain whether
Whether it happens today or on another occasion, the timing is uncertain but the fact that rates have to go up is clear. These things are priced in so I don't see much impact.
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.