Stockholmsbörsen rusar 4,2 procent efter ECB:s räntebesked

Skälet är att centralbankerna börjat inse det marknaden fattade för flera månader sedan, enligt SEB:s aktiestrateg Esbjörn Lundevall.

SvD 2 februari 2023

https://www.svd.se/a/Mojrqr/ecb-hojer-styrrantan

https://www.bloomberg.com/opinion/articles/2023-02-01/federal-reserve-rate-increase-anticipated-pivot-turns-into-a-pirouette

 

The yield on 10-year German government bonds sank as traders bet that the European Central Bank will slow the pace of interest-rate increases. 

The ECB boosted rates by 50 basis points Thursday and suggested another hike of that magnitude would follow.

Investors across the globe are cheering what they perceive as varying degrees of dovish tilts from central banks across the globe. 

https://www.bloomberg.com/news/articles/2023-02-01/asian-stocks-poised-to-follow-us-higher-after-fed-markets-wrap