Aktiesnakken — April 2025
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Rent teknisk er det intereesant at Novo nu nærmer sig lukning af gabbet i 430. Måske en tekisk opkøbsmulighed midt i stormen. Interessant er det jo også at LLY har sin base med produktion i Irland. Kommer de så til at betale tarifskat, hvis smadremanden indfører told på medicin? Ved nogen noget om det?
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Trump's Tariff Tactics: Exposing the Naked Emperor of Unbacked Dollar Printing and Global Economic Instability
In recent weeks, the world has been treated to an unfolding drama in global trade that recalls the spectacle of a wrestling promoter's bravado rather than the sober deliberations of sound economic policymaking. President Trump and his close associates have embarked on a series of aggressive trade me
(www.linkedin.com)
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Amerikanske jobtal viser overraskende høj beskæftigelse https://proinvestor.com/investornyt/1299451/amerikanske-jobtal-viser-overraskende-hoj-beskaeftigelse
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Trump´s svar på jobtal..
https://truthsocial.com/@realDonaldTrump/posts/114279804302912092 -
GREAT JOB NUMBERS, FAR BETTER THAN EXPECTED. IT’S ALREADY WORKING. HANG TOUGH, WE CAN’T LOSE!!!
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Økonomer: Stærk jobvækst overskygges af handelskrig https://proinvestor.com/investornyt/1299453/okonomer-staerk-jobvaekst-overskygges-af-handelskrig
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Aktier: Kina sender markedet i dybet https://proinvestor.com/boards/125585
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Puha, svært at se enden på det her kaos foreløbeligt
Tumpen derovre kan jo ikke “slå op i banen” for så taber han jo ansigt Uhyggeligt så hurtigt det går 
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Fed´s Powell vil træde et skridt tilbage og se tiden efter Trumps toldkrig https://proinvestor.com/investornyt/1299585/feds-powell-vil-traede-et-skridt-tilbage-og-se-tiden-efter-trumps-toldkrig
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Høje renter, som Federal Reserve har holdt for at bekæmpe inflation, øger risikoen for en recession ved at bremse investeringer og forbrug. Trump kan have en interesse i at "fremskynde" en recession via tariffer og økonomisk pres, så den rammer tidligt i hans embedsperiode (f.eks. 2025). Hvis recessionen er kortvarig og økonomien derefter vender tilbage til et bull-marked i anden halvdel af 2025, kan han stå stærkere til midtvejsvalgene i november 2026, hvor republikanerne skal forsvare deres
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