Nordic equity strategy chart book
Fed members have been crystal clear that there will be no dovish pivot at the September meeting, making it difficult to become more positive on equities until the Fed’s dot plot is fully priced in by Fed funds futures. Beyond the September Fed meeting, we have a more open mind given already bearish sentiment, but until then believe caution is appropriate.
DNB Markets is the investment banking arm of DNB Bank ASA and is focused primarily on the Nordic region, as well as internationally on niches such as global shipping, energy and related services, and seafood. DNB Markets offers services in FICC, Equities and Investment Banking advisory from offices in Oslo, Stockholm, London, Singapore and New York. Equity research coverage is offered on c250 Nordic companies. DNB was ranked no.2 in Extel Nordic Research 2017. The DNB Markets’ Credit and FICC Macro & FX Research teams are repeatedly highly rated by Prospera Nordic Institutional Investor Surveys.
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