Key things to watch out for in the Q2, 2017 - Panmure Gordon
Apr 04, 2017, 03:33 PM
Panmure Gordon Senior Market Commentator David Buik talks about the importance of the Trump-Xi meeting, the need for Trump being pragmatic while dealing with Xi on the trade front and lists key things that could affect the stock markets in the second quarter.
Buik’s watch list for Q2-
Trump needs to deliver on fiscal front/convince markets that ‘Yuuuge’ tax cuts and infrastructure spending is in the pipeline
S&P earnings are likely to be up 11% on average for the second quarter. Anything lower than that would be bad news
Will the Fed follow through with another rate hike?
markets#trading#Trump#Xi#economy#macro#fundamentals# stocks#equities#valuations#China#UK#Europe#earnings