Current market condition

What is the current market condition? Learn more about market outlooks by experts. This will help you remain up to date about the market conditions, stock exchange and views on how to diversify investments. You will also find the latest capital market reports.

A huge amount of information on the markets is available for investors. We have gathered everything important together, so you can remain up to date about the market conditions and get support for making investment decisions.  

What is happening on the markets and stock exchange right now?  

OP Asset Management’s weekly report 8.4.2025.

  1. Markets plunge for two days straight
    Last week's announcement of much higher tariffs than expected by US President, Donald Trump, dumped ice-cold water on the markets. US stocks dived by more than 10% in just two days. Values on other stock markets also plummeted in expectation of a shock to the global economy. Last week's misery continued into Monday, with stock prices tumbling around the world after tariff concessions failed to materialise over the weekend.
  2. Swingeing tariffs are hammering the economy
    Trump's tariffs are extreme, but their economic impact is magnified by the very shaky logic on which their calculation and economic goals are based. Rather than counterbalancing other countries' tariffs, they are based solely on the size of deficits with trading partners. Since the tariffs have no reasonable basis or logic, will reason serve to remove them? Trump has made no indications of backing down, even as the levies have been slammed by experts and the markets.
  3. The US economy is in good shape
    A glance at the US economy provides precious little justification for Trump's hefty tariffs. Figures published last week suggest that the economy is still going strong. Most indicators of private-sector confidence anticipate growth and Friday's employment figures were healthy. Markets did not plunge due to economic weakness, but in reaction to the threat that tariffs pose to the strong economy going forward.
  4. Tariffs, Trump and this week's economic data
    The week has begun with nose-diving share values and extreme levels of uncertainty. Trump has stuck to his tough policy, but one conciliatory post on the social media could rally market sentiment quickly. On the other hand, more tariff announcements would further erode confidence. This week's key economic figures are US consumer prices, due out on Thursday. However, they too will be slightly pre-tariff, whereas Trump's levies will impact on prices going forward. The USA's Q1/2025 earnings season will kick off at the weekend, as the markets await companies' comments on how the tariffs are affecting their prospects.

Views on the diversification of investments

Read more about our views on diversification between various asset classes and within them. Are your investments diversified according to market conditions? Compare our views on the diversification of your investment portfolio.

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Neutral weight on asset classes

The market outlook remains highly turbulent due to tariffs and political decisions. In this environment, the market can swing wildly in both directions, and a neutral weight on asset classes is justified. 

Overweight in European and EM stocks

European and emerging markets stocks are given an overweight due to lower valuations and improving economic outlook
 

IG corporate bonds a favourite with fixed income investments.

The fixed income markets are also experiencing turbulence. Investment-grade corporate bonds provide stability to portfolios in this environment.

Investment insight – April 2025

Learn more about OP Asset Management’s newest investment views. Updated 15.4.

A clear and positive worldview is facing challenges as Trump's policies shake up economic and market outlooks. How much economic risk is Trump willing to take on?

Our portfolios have a neutral weight on stocks and bonds. Economic challenges have increased but on the other hand, markets are already prepared for a worse outlook.

The markets remain volatile as the one-man show in the US continues. Good diversification and looking further into the future are the keys for investors in the current environment.

Morning reports and equity analyses

Order the morning report through OP-mobile and be among the first to hear the hottest stock exchange news. The morning report includes the latest economic observations and company-specific reports. 

You will get more detailed analyses on Finnish and international listed companies in the equity analyses. Analyses are available via OP-mobile and the op.fi service for free.

Equity prices now – what is happening in the stock exchange today? 

Log in and follow stock prices in the Nordic countries, United States and elsewhere in Europe. You will also see the most exchanged equities in the exchange as well as the top rising and falling equities.

Where to invest right now?

See all of this week’s investment ideas regarding funds, equities, structured investments and ETFs.

Pörssipuhetta podcast (in Finnish)

Our Chief Investment Strategist Lippo Suominen and Head of Research Antti Saari will explain events concerning the stock exchange and economy, while offering concrete advise for better investment decisions.

What's new

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