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Carlsquare weekly market letter: Enjoy the ride- January can be the month for an hangover

Read the weekly market letter here:

Carlsquare weekly market letter

  • The Fed’s Powell gave the markets an early Christmas present on Wednesday, 13 December, by indicating a lower path for US interest rates
  • Market sentiment has changed over the autumn as lower inflation has prompted central banks to change their policies. As a result, cyclical and property stocks should continue to rise.
  • Everything is cheap now (except China), so enjoy the ride while it lasts!
  • Merry Christmas and a Happy New Year! We will be back in January

The chart below shows some international stock indices, all of which are rallying except China.



The information in this presentation is based on what the publisher, Carlsquare, believes to be reliable sources. However, we cannot guarantee its content. Nothing in the presentation should be construed as a recommendation or solicitation to invest in any financial instrument, option, or the like. Opinions and conclusions expressed in the presentation are for the recipient’s use only. The contents may not be copied, reproduced, quoted, or distributed to anyone else. Carlsquare shall not be liable for any loss arising from any decision taken based on the information contained in this presentation. Past performance should not be taken as an indication of future results. Changes in foreign exchange rates may affect the value, price or income of an investment made abroad or in a foreign currency.

The analysis is not directed at U.S. Persons (as that term is defined in Regulation S under the United States Securities Act and interpreted in the United States Investment Companies Act of 1940), nor may it be distributed to such persons. The analysis is not intended for natural or legal persons where the distribution of the analysis to such persons would involve or entail a risk of violation of Swedish or foreign laws or regulations.

Carlsquare weekly market letter: Enjoy the ride- January can be the month for an hangover