Börsen fredag 30 maj 2025

 

Blandat slut på urstark börsmånad 
https://www.di.se/live/blandat-slut-pa-urstark-borsmanad-nvidia-tappade/

Buy the dip
https://englundmacro.blogspot.com/2025/02/buy-dip.html



19.20

“I don’t have FOMO,” 
“I have FOGI: fear of getting in.”
https://www.wsj.com/finance/investing/why-this-stock-market-makes-so-many-of-us-want-to-scream-fffd75d4



“You are going to see a crack in the bond market. It is going to happen,” JPMorgan Chase CEO Jamie Dimon warned at an economic forum Friday

"I'm telling you it's going to happen, and you're going to panic. I'm not going to panic. We'll be fine. We'll probably make more money," Dimon said

Jamie Dimon Says Crack in the Bond Market Is ‘Going to Happen’ - Bloomberg
 


Stockholmsbörsen på minus  industrijättar tyngde
Fastighetssektorn steg efter svag svensk BNP-utveckling 
ökat hoppet om nya räntesänkningar. 
https://www.di.se/live/stockholmsborsen-pa-minus-industrijattar-tyngde/

In 2005-2008, much of the hidden risk and excess leverage in the system was located in banks and mortgages. 

 “In 2025, financial markets are riddled with several fault lines but now the bubble and the dangerous leverage is centered on private equity and private credit.”

https://englundmacro.blogspot.com/2025/05/private-credit-funds-are-courting.html


Börsen torsdag 29 maj 2025

https://englundmacro.blogspot.com/2025/05/borsen-torsdag-19-maj-2025.html


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