Aktieguru: Hvis Mag7-aktierne falder mere endnu, vil det blive en risk-off sommer
28/6 18:05
Uddrag fra Bank of America, bearbejdet til dansk: “How far do hyperscalers need to fall for market to start trading capex cuts?” That’s the key “zeitgeist” quote from the latest Flow Show by BofA’s Michael Harnett, and it captures not only a recurring question that Hartnett has been posing for much of the past month, […]...