Time for Markets to Take a Short-Term Breather, Says Hassium Asset’s Dewan

The video discusses the German economy's slow growth and lack of fiscal spending, despite the euro being undervalued. It highlights market trends, with Europe and US markets up significantly, but warns of potential downturns. Earnings growth is expected to contract, with mixed results so far. Analysts' estimates are often inaccurate, relying on corporate guidance. The video suggests markets may need a breather, with upcoming quiet weeks due to the Easter break.

What do the Bloomberg surveys indicate about investor expectations for indexes across Europe and the UK?

What challenges do analysts face when making estimates for earnings growth?