Frankfurt The second year of the corona pandemic is coming to an end, but the risks on the capital markets are not decreasing. “The central banks are taking their foot off the accelerator, important leading indicators are weakening, the positive earnings revision trend has subsided and shares are still highly valued”, is how Helaba equity strategist Markus Reinwand sums up the situation. All in all, this is a mix that does not exactly speak for lush growth on the stock markets in the coming months.
In the remaining two weeks of the year, investors should primarily keep an eye on the corona situation. It is questionable to what extent the spread of the Omikron variant will lead to further uncertainty. Consumption-related service providers and retailers are already hit hard by the tightening of the corona rules. The mood among companies has therefore recently deteriorated.
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