Carlsquare weekly market letter: Risk is back in the game
15 Nov 2023
Read the weekly market letter here:
Carlsquare weekly market letter
• The US junk bond market gives a buy signal for the stock market. Risk taking is back in fashion
• The mighty seven tech stocks in the US stock market still lead the way. With a weaker USD, emerging markets, commodities and small caps could be the next winners
• For the seasoned IPO market, it is gratifying to see that the IPO index is rising sharply
• We also take a special look at the Swedish property market as it is highly sensitive for interest rates
The graph below illustrates that interest from investors is now focused on growth stocks instead of value stocks.
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