Dcap House ViewDahlgren Capital Market House View: November Key Trends and Insights Donald Trump’s victory in the American presidential election has had tangible initial effects on financial markets. The dollar has strengthened, the US stock market has risen against others, interest rates have gone up, Bitcoin is breaking records. These ”Trump trades” are likely to continue for a while longer. … Read More

Dcap House ViewDahlgren Capital Market House View: October Key Trends and Insights The geopolitical, macro-economic and financial market situation is extremely fluid and uncertain. Inflation has come down to target levels in the major regions; in some cases even below. This means central banks can redirect their attention to the real economy and unemployment. Here, the development is rather bleak. … Read More

Dcap House ViewDahlgren Capital Market House View: September Key Trends and Insights After the last two years have been dominated by high inflation and high interest rates, inflation has now come down. Central banks can direct their attention to unemployment and the real economy – in a situation where growth is slowing precariously in the big economies US, China, Japan … Read More