Börsfolket: Good news are good news. Bad news are good news.

 Kinas kollapssiffra talar för börsoptimism

Den kinesiska makrosiffran har fullständigt kollapsat.

Måndagens marknadssnackis skänker hopp och ger upphov till börsoptimism.

Nu hoppas  marknaden på att den kinesiska PPI-deflationen ska smitta av sig på väst. Det finns en viss korrelation mellan amerikansk inflation mätt som konsumentprisindex (KPI) och kinesisk PPI.

Johan Wendel DI  10 juli 2023

https://www.di.se/analys/kinas-kollapssiffra-talar-for-borsoptimism/


Stockholmsbörsens nedgång höll i sig under måndagen och stängde på rött 

DI 10 juli 2023

https://www.di.se/live/rod-stangning-pa-stockholmsborsen-1/


Den svenska fondbranschen lever gott på att förvalta drygt 6.000 miljarder kronor åt svenska hushåll och företag.

Hans Bolander DI 17 september 2022

https://englundmacro.blogspot.com/2022/10/hedge-fund-managers-paid-for.html

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