Earnings are in good shape, but the outlook is cloudy. |
I think it will be a positive year for earnings but there are risks that the velocity will come down a little bit. |
The absence of bad news is one trigger for the rather good performance at the moment, but there is virtually no liquidity. |
The business for investment banks has been performing very well on most sides, and I want to hear what they to say on future profit. |
The market is looking forward to signs of accelerating profit growth, which could add potential to stocks. |
The oil price is still at a high level. It is definitely still an issue, especially in industries that have higher energy costs. |
What we need right now is earnings growth, and some sort of weakness in the retail sector is a threat to that. |