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Carlsquare weekly market letter: Focus on debt again…

Read the weekly market letter here:

Carlsquare weekly market letter

  • The market is waiting for the Fed’s decision tomorrow. No one expects any surprises. The focus will be on the Fed’s projections, which may indicate when the Fed will change its policy. However, we believe something must break before the Fed changes course.
  • As interest rates have risen from 1% to 4% in just two years, interest payments have skyrocketed for both governments and households.
  • The S&P 500 is stuck in a wedge. The breakout will be indicative of the trend to come.
  • The chart below shows the Fed’s projections for falling US inflation.


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: Focus on debt again…