Var det bunden vi så idag?
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Tror det ikke. Måske en midlertidig vending på en (sandsynlig) vurdering af at inflationen har toppet.
Men efter min vurdering, så har aktiemarkederne konstant undervurderet risikoen for en recession som jeg slet ikke ser indpriset endnu i kurserne.
Læg dertil at krigen i Ukraine og Kinas økonomi som måske kommer til at bremse hårdt op.
Plus at centralbankerne i USA og Europa begår alvorlige fejl ved at have hævet renterne for meget og for hurtigt. -
Tror også at renter stiger endnu mere. ECB stadig i modvind. Aktier måske endnu lavere. Vi må se. Pas på derude
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