Der er noget galt: Ingen forventer recession, analytikere fortsætter opjustering af selskabers overskud de næste kvartaler
5/4 08:06
Uddrag fra finanshuse: Some disconnects Here is a collection of cross-asset macro charts that matters now. Markets have mostly priced a rates shock, not recession risk, drawdowns remain limited, and earnings expectations continue higher. Some other charts are telling slightly different stories. Still small drawdown So far, the drawdown for the World Portfolio of global […]...