Monday morning espresso®

Monday Morning Espresso W35'25

Global equities traded cautiously last week as investors digested Fed Chair Powell’s Jackson Hole remarks and U.S.

Sep 1

Monday Morning Espresso W34'25

Global equities ended the week firmer as investors looked through mixed macro data ahead of the annual central banking forum in Jackson Hole late in the…

Aug 25

Monday Morning Espresso W33'25

In the Nordics, focus was affixed on the large slate of earnings, especially out of Denmark. On balance, earnings surprised to the downside yet bright…

Aug 18

Monday Morning Espresso W32'25

Another week dominated by geopolitical headlines and optimism in technology/AI.

Aug 11

Monday Morning Espresso W31'25

Another week in the books, with the yellow man in the Oval office taking space in the media. In the Nordics, sentiment was clearly in the negative…

Aug 4

Monday Morning Espresso W30'25

Market sentiment continued its upbeat trend last week, supported by progress on U.S. tariff negotiations — with agreements struck with Japan, Indonesia…

Jul 28

Monday Morning Espresso W29'25

The Q2-2025 earnings season is in full swing, and so is market euphoria.

Jul 21

Monday Morning Espresso W28'25

Expectedly, the “reciprocal” tariff deadline has been extended for the second time; now pushed to August 3. The first batch of Q2-2025 Nordic earnings…

Jul 14

Monday Morning Espresso W27'25

Last week, the widely debated Big Beautiful Bill was narrowly passed and signed by Trump — the final bill turned out to be more lenient than initially…

Jul 7

Monday Morning Espresso W26'25

Last week saw a historic NATO agreement, with all member states committing to raise defense-related spending to 5% of GDP by 2035 (3.5% for defense…

Jun 30

Monday Morning Espresso W25'25

Tensions in the Middle East intensified last week, with renewed focus on the Strait of Hormuz — through which around a fifth of global oil and…

Jun 23

Monday Morning Espresso W24'25

Markets navigated a tense macro-political backdrop last week.

Jun 16

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts