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Aktier med Friis - uge 33

Emilie Håkonsson Lohse, Michael Friis
18.08.2023, 12.00

”higher for longer” og halerisiko i den kinesiske økonomi fik ”Goldilokcs” stemningen fra juli til at forsvinde i sidste uge.

I denne uges Aktier med Friis diskuterede vi om det er bare er august feriestemning eller noget vi skal tage større notits af. Desuden så vi ind på den kommende uge, hvor især centralbank chefernes møde i Jacksons Hole kan ændre stemningen, og muligheden vi måske på den korte bane er kommet lidt for langt foran med renteforventningerne. S

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