NE - Vladimir Zernov Positions For 2019: General Market Drillers And Gold
What do you expect to be the key driver of stock market performance in 2019? If you focus on a specific asset class, please address that.
I expect that earnings will be the ultimate driver for the overall stock market (SPY) performance in 2019. There is always a lot of noise around the stock market, with political headlines and various economic data dominating the daily informational landscape, but earnings are driving the market and I do not see this changing in 2019.
Source: macrotrends.net. The blue line is S&P 500, the orange line