Frankfurt After the new record highs for German and European stocks, the positive mood should continue into the coming year, even if there may be brief price jumps. The reasons for this are the positive surprises on the part of companies in the current reporting season, a stable labor market and economic indicators in the expansive area.
An additional drive for optimism on the stock market is likely to be the assurance that monetary policy will support the economy. In this environment, economically sensitive sectors in particular can grow, says DZ Bank in its latest analysis.
More and more companies in the capital goods sector complained about a shortage of intermediate products, but less and less about the order situation, the financial situation or a shortage of workers. The capital goods manufacturers could produce, they simply lacked sufficient preliminary products. As soon as these delivery bottlenecks are resolved, pent-up orders can be processed.
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