Paradigmskifte, sade Bill. Paradigmskifte är det sade Bull.
Jonas Thulin säger att börsen bottnade den 12 maj, och att vi nu kommer studsa uppåt, samtidigt som börsen redan har prisat in en amerikansk recession – vilket skapar köplägen.
Kapitalförvaltningschefen på Erik Penser Bank säger att börsen har genomgått ett paradigmskifte
DI 6 juni 2022
https://www.di.se/nyheter/proffset-glom-krig-och-inflation-det-har-styr-borsen-nu/
A paradigm shift has begun in markets, says Morgan Stanley’s Ted Pick.
Global markets are in the beginning of a fundamental shift after a 15-year period defined by low interest rates and cheap corporate debt, according to Morgan Stanley co-President Ted Pick.
In the short term, if economic growth holds up and inflation calms down in the second half of the year, the “Goldilocks” narrative will take hold, bolstering markets, he said.
But the push and pull between inflation and recession concerns won’t be resolved overnight.
The transition from the economic conditions that followed the 2008 financial crisis and whatever comes next will take “12, 18, 24 months” to unfold
CNBC 5 juni 2022
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