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Aktier med Friis - uge 36

Michael FriisHead of Equities
08.09.2023, 12.00

I denne uges aktier med Friis så vi tilbage på en uge, hvor gode US nøgletal endnu engang vi diskussion til at bluse op om vi har et en rentetop, og good news dermed blev til bad news

Med 8 dages fald i streg i europæiske aktier, den længste dårlige stime siden 2016 synes historien om den svage europæiske vækst at begynde at bide, og rygmarvsreaktionen med at hvis US aktier har det godt så har Europæiske det også.

Alt dette kan dog vende i den kommende uge, hvor ECB møde og US CPI hurtigt kan ændre stemningen omkring renter, men vil det det.

 

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