David Buik, Senior Market Commentator at Panmure Gordon, joined today’s Finance Show on Tip TV to discuss the outlook for the markets, the US retail sector shocker and how M&A is changing the way markets behave.
Key Points:
Worry over Walmart (N:WMT) and Home Depot Inc (N:HD) earnings in the US
End of November to April – Best time to be in the stock market
M&A: People are looking for synergy to deliver shareholder value
M&A momentum is the reason for the bullish market stance. Other asset classes aren’t attractive, Bond market looks like it could explode.
Deflation kills profits, but M&A remains an antidote for the same