Two weeks of report flood have so far not revealed any clear losers among Swedish listed companies. The order intake has actually been quite good in many cases. And as for the outlook ahead, one might have feared worse considering the trade war, says Lars Söderfjell, equity manager at Ålandsbanken.
BusinessThe stronger krona is expected to have hit hard against Swedish export companies during the first quarter. But what is waiting around the corner is more unclear than in a long time after Trump's tariff shock. The risks are high, says Karl Hedberg, stock manager at Carnegie Private Banking.
BusinessIncreased risk of recession in the USA and great uncertainty surrounding what applies with Donald Trump in the White House lies behind the strong downward pressure on Wall Street, according to Lars Söderfjell, stock market manager at Ålandsbanken. He sees great spread risk.
BusinessFast, cheap, and censored. Chat GPT has got a competitor in Chinese Deepseek. The market is shaking, Donald Trump calls it "a wake-up call", but how good is Deepseek really? It's impressive but not earth-shattering, says Ariel Ekgren, researcher at AI Sweden.
BusinessA Chinese breakthrough in artificial intelligence (AI) – a successful budget version of an AI app from Deepseek – is shaking up the AI circles in the West. It appears to be a model that is just as effective as Open AI and significantly more energy- and cost-efficient. It's super interesting, says Lars Söderfjäll, equity manager at Ålandsbanken.
BusinessA weaker krona and rising prices on imported goods. These are a few possible consequences now that Donald Trump has secured victory in the presidential election.
BusinessIt's still far from clear. But a victory for former President Donald Trump in the presidential election in the USA looks increasingly likely in measurements and odds. There may be sharp turns when the market has to position itself for his proposals on tariffs, tax cuts, deregulations, and mass deportations.
BusinessIt looks shaky ahead of the reporting season, which kicks off this week. The German automotive industry has set the tone with a series of profit warnings. I fear that there will be more negative surprises than usual, says SEB strategist Esbjörn Lundevall.
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