Carlsquare weekly market letter: It’s always darkest before dawn

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Carlsquare Weekly Letter 16 Nov 2022 CS

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Carlsquare Weekly Market Letter

• The old saying is that “it is always darkest before dawn”. With layoffs from all big tech companies in the US, interest rates at a high level and Russia bombing Poland, it is undoubtedly dark days. The relevant question is how dark can it get…?!
• In Sweden, there are increased worries concerning the real estate market. We give our five cents below
• The stock market is still pricing in a tad lower inflation rate. We still consider the revival a technical rebound in a bear stock market. You may play it but stay close to the exit!
• The chart below shows the Swedish property companies’ holdings of bonds

Disclaimer:

The information in this presentation is based on what the publisher Carlsquare deems to be reliable sources. However, we cannot guarantee its content. Nothing written 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 intended for the recipient only. The content may not be copied, reproduced, quoted, or distributed to any other person. Carlsquare shall not be liable for any losses whatsoever caused by decisions made based on information contained in this presentation. Historical returns should not be taken as an indication of future returns. Changes in foreign currency may affect the value, price, or yield 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 disseminated 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.