Wall Street 13 augusti 2025. Buy the Dip!

 

Credit Spreads not a a Market Timebomb
https://englundmacro.blogspot.com/2025/08/credit-spreads-not-a-market-timebomb.html



Stockholmsbörsen rörde sig kring nollstrecket hela onsdagen.
https://www.di.se/live/borsen-stangde-i-sidled-astra-zeneca-och-h-m-vinnare/




Indexen på Wall Street lyfte återigen något på onsdagen. Marknadsräntorna föll tillbaka och investerarna räknar nu fullt ut med att Federal Reserve sänker räntan i september.


USA-börsen glad som en lärka

Inflationen kryper uppåt i USA. Tillväxtprognoserna skrivs ned. Sysselsättningen försvagas. Pessimister anar en första doft av stagflation. Klas Eklund DI 12 augusti 2025

https://englundmacro.blogspot.com/2025/08/usa-borsen-glad-som-en-larka.html


What strategist Tom Lee calls “the most-hated, V-shaped rally in stocks” made another inflection point higher Tuesday. 

That it came after a core CPI print that at 0.32% month-over-month was actually higher than 0.29% consensus is, he argues,

a sign of how robust the stock market is right now and the apparent indestructibility of trading sentiment. 

13 August

https://www.marketwatch.com/story/stock-market-rally-on-hot-cpi-print-is-indicative-of-market-strength-declares-strategist-tom-lee-eabf8a18


It is the sentiment, stupid

https://englundmacro.blogspot.com/2025/08/buy-dip-generation.html

It's the economy, stupid

https://en.wikipedia.org/wiki/It%27s_the_economy,_stupid


Palantir might be the most over-valued firm of all time

https://englundmacro.blogspot.com/2025/08/palantir-might-be-most-over-valued-firm.html




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