Tre av landets tyngsta strateger tror att uppgången kan fortsätta

 

”Vi ser att molnen skingras”, säger Nordeas chefsstrateg Marie Giertz.


”I år handlar det om vinsttillväxt – inte värdering.” säger Molly Guggenheimer.

DI 28 juni 2026, 18:13

https://www.di.se/nyheter/strategerna-sa-gar-borsen-under-andra-halvaret/


En AI-bubbla som spricker, inflation i kölvattnet av Irankriget och dåliga statsfinanser är de största hoten just nu, varnar Bank for International Settlements (BIS) i en årsrapport.

DI/TT 28 juni 2026

https://englundmacro.blogspot.com/2011/06/bis-has-warned-that-low-interest-rates.html


AI ‘exuberance’ risks ending in lengthy investment bust, BIS warns

https://www.ft.com/content/e81ce414-e4bd-4e8c-bac7-94f7bf17def4?syn-25a6b1a6=1






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