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August startet med fall på børsene og kriseoverskrifter, men etter noen urolige dager har mange av pilene pekt oppover igjen. Hva leser vi ut av alt dette og hvordan vurderer analyseteamet til DNB Markets aksjemarkedet nå? I denne episoden har Marius Brun Haugen med seg Paul Harper i studio for en oppdatering.
Blant temaene i dagens episode er resesjonsfrykt, carry-trade, shippingavtalen mellom Avance Gas og BW LPG, Nordic Semiconductor, Autostore og Europris.
Episoden ble spilt inn fredag 16. august 2024.
Produsent: Kim A. Farago, DNB Wealth Management.
Hosted on Acast. See acast.com/privacy for more information.
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