Markederne har rettet sig, og det skyldes en stribe gode virksomhedsresultater, og den udvikling ventes at fortsæte. Men Delta-varianten skaber uro og kan føre til øget volatilitet.
Uddrag fra Fidelity/Dow Jones:
EMEA Morning Briefing: Stocks to Rise as Investors Digest Earnings, Pandemic Developments
U.S. stocks advanced broadly Tuesday, bouncing back from earlier losses to bring the S&P 500 to a closing high.
A solid earnings season has helped bolster investors’ optimism that stocks can continue to grind higher following an already strong 2021 rally. Money managers are counting on continued support from central banks and economic data that still shows growth to further support markets.
“It has been a pretty strong earnings season and that justifies the medium-term positive view that we have on stocks,” said Justin Onuekwusi, head of retail multiasset funds at Legal & General Investment Management. “Earnings typically always beat the average analyst estimate, but for the second quarter in a row, they are coming in above the highest estimates, which is pretty unprecedented.”
Besides earnings, investors also are monitoring a number of other factors that could add volatility to markets and limit the pace of the rally in broader markets. An increase in Delta-variant Covid-19 cases has raised concerns about the global economic recovery stalling, and a recent regulatory clampdown in China caught some investors by surprise last month.
