The next six months are definitely going to be tougher for capital markets. Since capital markets are one of the best indicators for Deutsche Bank's performance, some investors may think it can't get any better.
I see no reason why we should see a break in this rise in the market. Valuations leave room for further price rises.
Companies are restructuring to make themselves fit for the future. Investors are looking for companies that are engaged in that process. It's a positive.
German companies see the potential dangers if they don't act. They're acting first, to avoid becoming prey for foreign investors. They have confidence they can manage these deals.
It's the strength of exports that drove earnings in the fourth quarter. We saw extraordinary demand from regions such as the Far East, Eastern Europe and Russia.
The weak dollar hits our economy at the worst possible moment. We had just seen the first signs of a small recovery. It hits our export-related companies.
Mr. Ackermann is Mr. Deutsche Bank these days. He holds in his hands the vision and strategy for the bank.
The results are disappointing and should further fuel the concerns which began yesterday.
The overall performance of the market in the last couple of days has been impressive. Investors are locking in profits.
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