Dcap House ViewDahlgren Capital Market House View: March Key Trends and Insights After the barrage of proposals, threats and arguments in recent weeks, uncertainty is monumental, as is visible in this graph from Capital Economics. Economic forecasting in such an environment is more or less impossible since so much hinges on political and geopolitical factors impossible to quantify.  Investment decision … Read More

Dcap House ViewDahlgren Capital Market House View: February Key Trends and Insights And so it begins. The new American president has begun to unleash exactly the barrage of threats and orders that he promised during the election campaign. The result will be heightened geopolitical and economic uncertainty – and financial volatility. Trump obviously sees tariffs as some kind of Swiss … Read More

Dcap House ViewDahlgren Capital Market House View: January Key Trends and Insights A new year is here – with geopolitical scares and a moment of truth for financial markets. The geopolitical risks are obvious: The war in Ukraine drags on, and despite what President-elect Trump says, there will not be peace anytime soon. A new axis of rogue states is … Read More

Dcap House ViewDahlgren Capital Market House View: December Key Trends and Insights 2024 was supposed to be a return to some kind of normalcy, with inflation and yields coming down while real economies gradually would recover after previous shocks from pandemics and war. The outcome was more mixed. Inflation did come down in Europe, but a surprisingly strong American labour … Read More

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