Welcome to Portfolio Watch, a weekly series where Andreas Steno Larsen and team update members on their current trade portfolio and why and why not they are entering certain positions. This week, Andreas breaks down why in nflation is stabilizing, liquidity is increasing, and growth is only softening gradually. Written on October 25, 2024
Welcome to Portfolio Watch, a weekly series where Andreas Steno Larsen and team update members on their current trade portfolio and why and why not they are entering certain positions. This week, Andreas breaks down why inflation is stabilizing, liquidity is increasing, and growth is only softening gradually. Written on October 25, 2024
