11 ordspråk av Lars Kreckel
Lars Kreckel
 European markets still have a safety buffer from relative valuations that will protect equities from any downward pressure from rising interest rates. |
| Fed and ECB rate hikes should not present a liquidity problem for equity markets. |
| In the longer term, we are more optimistic. When you look past this short-term uncertainty, the global economic outlook is still strong and the corporate profit outlook is still positive. |
| Interest rates pose little medium-term risk to equities in our view. |
| It was a slightly negative day, partly because of waiting for when the Fed will start raising rates, |
| It's difficult to say if it's cyclical or defensive sectors driving the market. Whatever sector is seeing some M&A speculation or activity is the one that's going well at the moment. |
| The case for German equities does not rest on the outcome of the election. For more than a year now, change in Germany has been driven by the corporate sector, while government reform momentum has slowed down. |
| The German market would view such a grand coalition as slightly negative because it could mean reforms will take longer to enforce. |
| The market is beginning to price the end of the (Fed) rate hiking cycle in. |
| The only trend you can really identify at the moment is that things seem to be M&A driven. |
| We would be relatively optimistic for the European season as well. |
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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordstäv och talesätt i 35 år!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
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varav 1407627 på engelska
Proverb (1469552 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3318 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordstäv och talesätt i 35 år!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordstäv och talesätt i 35 år!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!