What goes on with central bank continues to drive markets. But if we look at the economy and at the mixed picture from company earnings it's tough to be too optimistic.

Jerome Schupp

Categorized in : Company News

The market is being pushed up by just a few huge companies, all big names from Apple to Amazon and Microsoft are able to make huge buybacks and acquisitions, and the internal growth of most of these companies is pretty in line with expectations.

All problems are still in front of us after the Brexit vote ... and investors will remain cautious before the earnings season starts in a few days.

Banks in Europe are a big concern for different reasons, from low interest rates to volatile markets. For Italian banks, it will take years to digest bad loans.

The weaker dollar is overall bad for European companies and ... the Brexit vote means there will be a lot of uncertainties in the mid term.

The impact (of the ECB measures) will be much more visible on a s... by Jerome Schupp

The impact (of the ECB measures) will be much more visible on a sector level than on a market level.

What goes on with central banks continues to drive markets. by Jerome Schupp

What goes on with central banks continues to drive markets.