SEB: Investment Outlook: Markets waiting for earnings confirmation
The economy is continuing to stabilise and our world view is painted in bright colours. Interest rates are low, risk appetite is good, the stock market has performed well and now corporate acquisitions are also gaining momentum. Can we expect these trends to continue, or is the next step a pause? Does higher GDP growth automatically fuel continued stock market rallies? "Both yes and no. The stock market is a leading indicator, which climbs on hopes of a brighter future - and once we look closely at the evidence and note that growth is actually taking off, the stock market has often