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Marketsoverblik
Handel på Trump som præsident fik medvind
Blød landing og FED mere end nok, Kina kirsebærret på toppen
Markedet er nu, som FED, dataafhængigt
Rotation i gang, men forsætter det?
Risiko appetit var ikke gemt langt væk
Investorer havde svært ved at finde retning
Så længe rentesænkninger ikke kan afvises helt – uundgåeligt rally i risikoaktiver
Sværere og sværere at finde fundamentale grunde til styrken i aktiemarkedet
”Goldilocks” såret, men kan kæmpe videre
December fortsatte hvor november slap – men hvad så nu?
Med FED som medspiller, ingen grund til ikke at gå all in
Holder den gode stemning og de lave renter
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