Philippe Gijsels


Last quote by Philippe Gijsels

Worldwide, a lot of Trump optimism is discounted in stocks. This makes them vulnerable to growth disappointments.
Jan 27 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Philippe Gijsels is associated, including Trump and Janet Yellen. Most recently, Philippe Gijsels has been quoted saying: β€œThe same goes for China. The country continues to stimulate its economy. If the efforts are mismanaged and China end up in a hard landing scenario, it would have a profoundly negative impact on commodities-related stocks.” in the article Blistering European mining rally hinges on China, Trump and dollar. An other article where Philippe Gijsels has been quoted is Utilities lead European shares higher, Italian banks rally.
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Philippe Gijsels quotes

Markets are once again up on higher commodity prices. Nevertheless, we should not get carried away and chase the commodity complex higher as most of these markets are still very much over-supplied.

We have seen some weak economy figures, the ISM index (an indicator of US manufacturing activity) below 50, retail sales very weak, the job market extremely weak, which basically means that it looks like the problems are not going to go away anytime soon. Visibility for the companies is really low, so we think we have a tough quarter and a tough number of quarters ahead of us.

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