Aktiestrategen Maria Landeborn: Marknaden ser genom Trumps tullhot

 


Enligt Maria Landeborn, senior strateg på Danske Bank ser investerarna främst uttalandena som en del av Trumps förhandlingstaktik snarare än ett faktiskt hot.

Maria Landeborn menar att marknaden redan är van vid Trumps retorik – och att den snarare förväntar sig ett mildare utfall än det som signalerats.

Om tullarna skulle bli verklighet, men på en nivå kring 10 till 15 procent, tror Maria Landeborn att marknaden snarare andas ut än reagerar negativt.

Maria Landeborn DI 13 juli 2025

https://www.di.se/nyheter/aktiestrategen-marknaden-ser-genom-trumps-tullhot/


The view reflects an increasingly common bet across Wall Street, known as the “TACO” trade, for Trump Always Chickens Out. 

Whatever the reasoning, bullishness is prevailing.

https://englundmacro.blogspot.com/2025/07/wall-street-bulls-are-very-hard-to.html


Paniksälj inte när börsen faller varnar Maria Landeborn på Danske Bank.  6 oktober 2021

https://englundmacro.blogspot.com/2021/10/experten-paniksalj-inte-nar-borsen.html






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