Newsletter #27: From now on, only upwards?

The editorial team wishes you a wonderful Sunday and sunny greetings from Lisbon! Welcome to the twenty-seventh edition of our newsletter, dear readers! Last week was quite eventful. Not because of any big surprises, but because the market simply continues to run despite all the known risks. Following the US inflation data and the Fed's interest rate decision on Wednesday, both the S&P 500 and the Nasdaq 100 pushed to new all-time highs. Despite the lack of an interest rate cut, the market seems to be firmly planning for a soft landing. Tech stocks in particular continue to rise, but there are also increasing shifts beneath the surface. How stable is the whole thing really? And what...