Börsen 2 juli 2024

juli 02, 2024

Swedish Housing Prices Rise for Sixth Consecutive Month (englundmacro.blogspot.com)

What happens when L’Empereur has no clothes?

Quelle Horreur! Could France Crash the Euro?

https://englundmacro.blogspot.com/2024/07/what-happens-when-lempereur-has-no.html

Lagarde: Monetary policy in an unusual cycle: the risks, the path and the costs

https://englundmacro.blogspot.com/2024/07/lagarde-monetary-policy-in-unusual.html

The predominant view that supply-chain disruptions were mostly to blame was not accurate.

Demand or Supply? (englundmacro.blogspot.com)

BIS: “We know from experience that things look sustainable until, suddenly, they no longer do.”

https://englundmacro.blogspot.com/2024/07/bis-we-know-from-experience-that-things.html

10-year yields have ‘little to no’ downside

Ronald Temple, chief market strategist at Lazard, says in the firm’s mid-year outlook that even though expectations for central bank interest rate cuts are likely to increase, that won’t lead to much movement in 10-year Treasurys.

He says non-U.S. markets are trading on much less demanding multiples, and also are more exposed to floating rate debt that should boost earnings when rate cuts are delivered.

MarketWatch 2 July 2024

https://www.marketwatch.com/story/10-year-yields-have-little-to-no-downside-which-means-stocks-cant-climb-much-from-here-strategist-says-29d0eda0