Is consensus getting too optimistic about the potential of earnings upside in Europe ? That’s what Deutsche Bank’s strategist believe. In a note dated April 28, they currently expect Lire la suite
Thomson Reuters regularly publishes market consensus on a number of financial assets. Here’s the last package available on their wire. Lire la suite
On the back of slightly better global growth in 2015 and most importantly accommodative monetary policies, risk assets should prevail next year, says Barclays in its freshly published outlook. Attached is the summary per asset class, and some key introductory remarks to this 168 page document distributed to investors and clients. Enjoy!