Aktiesnakken — Marts 2026
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Gut mørnings
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hvis vi antager de optimistiske 5 millioner bpd (Saudi-Arabiens maksimale eksport via Yanbu/Rødehavet efter lokale raffinaderier), så reroutes det kun ca. 25% af de normale 20 millioner bpd gennem Hormuz-strædet. Det efterlader ca. 15 millioner bpd (eller lidt mere/mindre afhængig af præcise tal) som normalt går østpå, primært til Asien.
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https://x.com/antmillionsbot/status/2033154247844380713?s=20 saudi derouter 5 af de 20 mil barrels
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Godmorgen
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Aktier/USD: Kommer der en forsinket positiv effekt? https://proinvestor.com/boards/131570
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Vil Hormuz strædet være et stort udbudschok? https://proinvestor.com/boards/131572/
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GN Store Nord A/S enters into agreement to sell its Hearing business to Amplifon S.p.A. for DKK 17.0 billion
https://www.gn.com/newsroom/announcement?id=3256006&lang=en&date=20260316&title=gn-store-nord-a-s-enters-into-agreement-to-sell-its-hearing-business-to-amplifon-s-p-a-for-dkk-17-0-billion -
Overordnet Markedsbillede & Recession-risiko
• Futures og renter: S&P 500 Futures stabil/positiv (~6,700+ niveau), Nasdaq let op. US 10Y Yield ~4.27%. Yield Curve positiv.
• Recession-risiko: 30-40% (lavere end tidligere; ingen NBER-recession). Positivt: Stramme spreads, lav VIX. Negativt: Høj CAPE, yen-tæthed, olie-højere men volatil – jobs resilient.
• Nøgleindikatorer:
• Guld ~$5,100 (nær highs; safe-haven).
• Bitcoin ~$74K (risikovillighed høj).
• CAPE ~38 (nær boble-niveauer). -
Samlet Vurdering soft landing-dominant (spreads lave), men yen tæt på trigger og høj CAPE vagter. Stabilt marked med soft landing-odds 60-70%, men yen + geopolitik kunne give unwind-forspring. Fokus på yen <154, CAPE >40, guld >$5,300 som næste triggere. Hold øje med BoJ-echo og jobs-data. God dag!
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GN: Sælger Hearing og forsøger at skabe værd https://proinvestor.com/boards/131573
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Ukraine lancerer plan for UASAT-netværk med 300 satellitter, produktionen begynder i Danmark.
Ukraines planlagte UASAT-NANO satellitkonstellation, vil i første omgang blive produceret i Danmark af GomSpace. https://united24media.com/latest-news/ukraine-launches-plan-for-300-satellite-uasat-network-production-begins-in-denmark-16890
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