Carlsquare weekly letter: Time for the Magnificent Seven to set the tone

2024-04-24 08:25:00

The correction in equities was triggered by expectations that interest rate cuts would be pushed further into the future.

So far, earnings have been better than expected (as usual), but the price reaction has been modest. The market is in correction mode after the October bull run. Reports from Mag 7 will have the energy to fuel the rally again, so please stay tuned.

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