Edgar Walk, Chefvolkswirt Metzler Asset Management, geht in seinem Kapitalmarktausblick KW5 davon aus, dass sich die Konjunkturdaten aufgrund der aktuell optimistischeren Stimmung bald wieder verbessern.
UK rate cut sceptics argue that a rise of 135.000, or 0.5%, in the number of employees in the three months to November from the prior three months signals a strong labour market and will give MPC doves a reason to climb down.
The Chinese GDP numbers released on Friday appeared to show a strong pick-up in nominal growth in Q4. This was puzzling but possibly attributable to the recent food-driven inflation surge. Some analysts latched onto the pick-up as a bullish signal.