Börsen 2 juli 2024

 



What happens when L’Empereur has no clothes?

Quelle Horreur! Could France Crash the Euro?



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



 Tesla shares climbed inearly 9% in early trading after the electric-vehicle maker said quarterly deliveries fell less than expected.

Techjättarna agerade draglok på Nasdaq – Tesla rusade 10 procent. 



Sista natten



Dagens Börs 1 juli 2024

https://englundmacro.blogspot.com/2024/07/dagens-bors-1-juli-2024.html

CNN Fear & Greed Index

https://edition.cnn.com/markets/fear-and-greed


US Bond Yields

https://englundmacro.blogspot.com/2024/04/us-bond-yields.html


About me

https://englundmacro.blogspot.com/2021/11/what-have-i-done-caveat-emptor.html


My website

https://internetional.se/






 

Kommentarer

Populära inlägg i den här bloggen

Det svänger fort på räntemarknaden

Fjolåret blev strålande för flera av de största fondbolagen

Börsen i Stockholm och New York 4-5 augusti 2024