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.

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