Stock markets in a frenzy: Experts analyze the rally and the hope for good quarterly figures from Tesla and Netflix - a look at the situation.

Stock markets in a frenzy: Experts analyze the rally and the hope for good quarterly figures from Tesla and Netflix - a look at the situation.

According to a report by finanzmarktwelt.de,

Global stock markets continue to rise, driven primarily by Nasdaq mega-tech stocks like Nvidia. Expectations of robust US economic growth and solid corporate profits are driving US stock markets to a record high on Wall Street. Despite the bumpy start to the year, US stock markets are recovering on the belief that the US Federal Reserve will soon cut interest rates and the boom in artificial intelligence will continue. China's stock markets, on the other hand, are in a slump as investor pessimism intensifies.

According to recent data, about 85% of companies in the S&P 500 have beaten earnings estimates, leading to positive signs in the market. However, Chinese lenders disappointed investors by not lowering their key interest rates, which led to a decline in Chinese stock markets. This week, investors' attention turns to the Bank of Japan and European Central Bank meetings, as well as the U.S. fourth-quarter GDP report.

Experts such as Charles Diebel of Mediolanum International Funds Ltd and Ipek Ozkardeskaya of Swissquote Bank explain the current state of the stock markets and point out the euphoria in the US stock markets due to the prospect of interest rate cuts by the Federal Reserve and the likely scenario of a soft landing of the US economy. Taking all of these factors into account, many analysts expect the Federal Reserve to cut interest rates in March or May at the latest.

Recent stock market developments show a degree of optimism about economic growth and corporate earnings. However, it is important to keep an eye on upcoming quarterly figures and central banks' monetary policy decisions as they could potentially have a significant impact on the market.