Carlsquare weekly market letter: Can 2024 be a positive year because of the US presidential election?

2024-01-17 08:20:00

There is a lot of fear in the market because 2024 is a big election year in many countries. What if Donald Trump is elected president again in the US?

On the other hand, all governments in power have an incentive to make 2024 a good year to increase their chances of being re-elected. This is certainly the case for President Biden in the US. In the short term, the equity market is still oversold. Once the overhang is cleared, we expect sentiment to improve as the real reporting season gets underway in a few weeks' time

Read the weekly market letter here

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Carlsquare is a global research firm and financial advisor, focusing on M&A, Equity
Research and Growth Equity. Carlsquare has 150 employees with deep sector knowledge in all 11
GICS sectors. The senior equity research team has extensive experience about the stock
environment and several business sectors. The team produces company research reports,
independent valuations and trading notes. The group have offices in Canada, Denmark, France, Germany, Poland, Sweden, United Kingdom and United States. Read more

Contact
MARKUS AUGUSTSSON
Head of Equity Research
markus.augustsson@carlsquare.com
+46 (0)76 235 03 20