What to expect from company reporting this quarter starting mid July 2019
It’s nearly that time again when we wade through a deluge of facts and figures as company trading updates hit the markets.
With markets pushing to new record highs and with the ever elusive U.S. China trade deal still on the agenda, I do wonder if investors are becoming too distracted by all this ‘global trade deal talk’. Are we losing sight of what really matters when we make our investment choices? Company performance should drive our main decision!
Investors will want more than just optimistic words when it comes to the U.S. China trade deal. The DOW’s meteoric rise is a reflection of these promises of offering ‘good news next week‘. Investors have had the promises without any actual real conclusion and this is already priced in the markets. Markets have risen on presumptions and not actuals!
If company results disappoint then we will most probably see much more market volatility return again. And even a market fall back.
Can this aggressive record breaking rally really continue for much longer?
Just a thought
Maybe we should start to prepare for less accommodating market news? Talk of FED rate cuts and global trade deals will always move markets. But I will always prefer to concentrate on ‘real’ positive company trade information to make my ‘real’ investment decisions, especially over the long term.