Opskriften på et aktierally?
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"Der synes at være en vis kapitulation blandt fund managere, der kan danne fundament for en periode med stigende aktiemarkeder.
Ifølge den månedlige rundspørge fra Bank of America har fund managerne bl.a.:
Største kontantbeholdning siden april 2001
Laveste aktieallokering blandt fund managere siden efterår 2008
Set bort fra rundspørgen i Juli 2022, mener rekordmange fund managere, at økonomien er svagere om 12 mdr.
74% i rundspørgen mener recession er lige hjørnet, højeste siden april 2020 og marts 2009".
Kilde: Jens Kornbeck, Analyst at Agrocura på Linkedin
https://www.linkedin.com/feed/update/urn:li:activity:6988405993462202368/
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Stocks rally Friday as traders hope Fed rate hikes will slow down, Dow up 600 points
Something's cooking ....
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