Carlsquare weekly letter: Time for a new bump in the road? (Carlsquare)
It should come as no surprise that we are starting the month on a negative note as we enter September, historically the weakest period of the year.
The talking heads in the media have been warning of this (and yes, we are one of them ).
Keep an eye on Nvidia, HYG, USD, TNX as bellwethers for the stock market. If history repeats itself, there could be some great buying opportunities soon!
About Carlsquare
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
Contacts
MARKUS AUGUSTSSON
Head of Equity Research
markus.augustsson@carlsquare.com
+46 (0)76 235 03 20
NIKLAS ELMHAMMER
Senior Equity Analyst
niklas.elmhammer@carlsquare.com
+46 (0)70 898 39 59