Indtil USA havner i en ny recession, er amerikanske aktier “the only game in town”, vurderer Danske Bank og begrunder det i en podcast.
Uddrag fra Danske Bank:
Macro Strategy Views: Why US assets remain the only game in town
In our weekly podcast, Macro Strategy Views, we discuss the outlook for the USD and equities. In our view, the USD will stay strong until such time where the US economy enters a recession. This has important cross asset implications, particularly for oil prices, equities and interest rates.
Global Head of FI&C Research, Thomas Harr chairs today’s podcast and he is joined by our Chief Equity Strategist, Mattias Sundling, and our cross asset strategist, Kristoffer Kjær Lomholt