Aktiesnakken — Marts 2026
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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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StockBull – ud over igen at gøre opmærksom på, at USA og UK væltede et demokrati i Iran i 1953 pga. olie (always the money), jf. 15/3 kl. 15:43 – så vil jeg gerne dele interviewet
"Economist Jeffrey Sachs: U.S.-Israeli 'War of Choice,' Assault on U.N. Charter Could Lead to WWIII". https://www.youtube.com/watch?v=167h58WfQhI&t=245s -
(fort.) Der er en debattråd om emnet "Video: Trump kaster hele verden i økonomisk dødsfælde" https://proinvestor.com/boards/131544/
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CNN 13:00 "Trump and his officials pressure the news media in unison as Iran war scrutiny intensifies"
Trump and his officials pressure the news media in unison as Iran war scrutiny intensifies | CNN Business
Every day brings a new complaint — or three — from the Trump administration about the American news media’s coverage of the Iran war.
CNN (edition.cnn.com)
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Marketwire : "GN-topchef vil sælge ud af Amplifon-aktier efter lock up-periode
" - Se seneste indslag 131595 i debattråden https://proinvestor.com/boards/131573/ -
Et medlem af Trumps administration sagde i går, at “Israel could use nuclear weapons against Iran.” Det er første gang, USA åbent siger, at Israel råder over atomvåben. Israel har aldrig officielt bekræftet sit atomarsenal, men det vurderes bredt, at landet besidder et betydeligt antal atomvåben. Jeffrey Sachs giver her en dugfrisk (ca. 2 timer gammel) vurdering af situationen mellem Israel, USA og Iran. 30 min. råt for usødet. https://www.youtube.com/watch?v=gmtJZvmOOes&t=1296s
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Afghanistan: Mindste 200 dræbt og yderligere 200 såret i Pakistansk flyangrep imod Kabul. Det her ligner mere og mere på 3 verdenskrig.
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Bloomberg interview med Finlands President Alexander Stubb: "NATO Should Take Trump 'Seriously' on Securing Strait of Hormuz" https://www.youtube.com/watch?v=IKaUvKoDnQY (15 min) NATO's rolle, Golfkrigen og Ukraine/Rusland. (Husker ikke, at han nævnte Israel en enkelt gang til sidst i en bisætning, hvilket er sigende...)
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