Vad händer på börsen? Martin Guri, Nordens högst rankade aktiestrateg analyserar läget

Vad händer på börsen? Martin Guri, Nordens högst rankade aktiestrateg analyserar läget Stort fokus den närmaste tiden ligger på tolkningarna av Trumps kommande budget som ska klargöra hur det blir med skattesänkningar, infrastruktursatsningar och handelshinder. Samtidigt ökar marknadens fokus på valen i Europa samt nästa kapitel av Brexit. I övrigt fortsätter den cykliska delen av världsekonomin och vinstprognoserna att utvecklas relativt väl. Det svåra är att föreställa sig konsekvenserna av Trumponomics och gradvis stigande räntor kommande år. Disclaimer All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.