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Carlsquare weekly letter: Interest rates at a crossroads

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Carlsquare weekly letter: Interest rates at a crossroads

2024-05-15 08:32:00

The recent CPI reports from the United States have been dramatic for the market. Therefore, all eyes will be on the US CPI figures for April today.

Looking at the oil price, inflation should be lower than expected. But looking at interest rates, it may already be priced in. However, with rates trading at a breakpoint, the reaction could surprise both the bond and equity markets.

Read the weekly market letter here

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

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

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