earnings forecasts: Market rotation signals IT and consumer staples as emerging leaders: Mark Matthews

earnings forecasts: Market rotation signals IT and consumer staples as emerging leaders: Mark Matthews

“If you look at the consensus forecast for the fourth quarter and then this first and second quarter of next year, they bounce back up to 10%,” says Mark Matthews, Julius Baer.In the second half of this year, apart from US election, what else could be at play? What do you think could be the … Read more