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Oct 13
9m 14s

Stocks face an earnings “health check”

Deutsche Bank
About this episode

Just as people should get routine screenings from their doctors, the upcoming earnings season will provide a valuable “health check for the market,” says Christian Nolting, the Private Bank’s Global Chief Investment Officer. Analysts have recently cut their earnings forecasts, and Christian says markets aren’t necessarily expecting particularly strong results – but that means “the companies really do need to deliver.”

And even with gold trading near historic highs, Christian says that any dips in the price might be regarded as buying opportunities. “Although the dollar has been strengthening recently, we still see investors including central banks buying gold, just to diversify. And we think this trend will continue.”

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