Tony Dolphin
Tony Dolphin
earnings holding momentum reasonable
They are also reasonable value, and earnings momentum is holding up better than expected.
recent top
It's at the top end of the recent range.
bankers business central close confidence generally global growth inflation talking target
If we think about the fundamentals, global growth is still good, business confidence is generally rising, inflation is close to target in most countries, central bankers are not talking aggressively.
economic economy-and-economics europe globally growth heading plenty signs stronger yields
Yields should be heading higher. There are plenty of signs of stronger economic growth globally and Europe is benefiting from that.