Strategy & economics

Caspar Rock: Monday markets - the week ahead on 23 April

US earnings expectations are turning cautious. In Asia markets are optimistic, with hopes riding on progress in trade negotiations

22/04/2019

Caspar Rock

Caspar Rock

Chief Investment Officer

Quarterly earnings ahead of lowered forecasts

We are in the midst of earnings season, with more than a quarter of the S&P 500 reporting first quarter results this week. So far, profits have exceeded reduced forecasts, but revenue growth has not been quite as strong.

Chinese data shows modest but broad based pick-up in activity

Equity markets rallied in the week leading up to Easter, supported by the release of encouraging Chinese data.

Oil price rise as US takes tough line on Iran

Oil prices rose after the US ruled out an extension of the waivers that allow oil-importing nations to buy from Iran.

Quiet week for data; Brexit discussions resume

In the UK, parliament returns from its well-deserved holiday to restart Brexit discussions.

This article is issued by Cazenove Capital which is part of the Schroder Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.

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