Wall Street och Stockholm 12 september 2024
ECB sänker räntan med 25 punkter
https://englundmacro.blogspot.com/2024/09/ecb-sanker-rantan-med-25-punkter.html
If the economy is in as bad shape as the bond market implies, you would expect corporate profits already to be under pressure, with credit defaults on the rise.
That’s not happening.
https://englundmacro.blogspot.com/2024/09/is-this-realistic-certainly-if-you.html
US Financial Conditions - Stramar Fed åt?
https://englundmacro.blogspot.com/2024/09/us-financial-conditions-stramar-fed-at.html
Stockholmsbörsen vände upp på torsdagen efter två nedgångsdagar
Ny uppgång på New York-börsen – Nvidia fortsätter klättra
Dagen innan
https://englundmacro.blogspot.com/2024/09/wall-street-och-stockholm-11-september.html
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