Here is Jussi Halme’s quick overview (approx. 13 minutes) of the Helsinki market. ![]()
The Helsinki Stock Exchange broke the magic 13,000-point mark, and global markets celebrated the Iran ceasefire euphorically. But is this a permanent turnaround or just a market psychological release before the next blow?
Why is the current situation exceptionally insidious for investors? We discuss the “risk of a failed peace,” which is significantly harder to predict than direct war.
Market Psychology: Why did the rally stall in the US almost immediately, but continue on Thursday?
Fed & Inflation: Why might a ceasefire actually keep interest rates high for longer?
Helsinki Stock Exchange: Cyclical companies, low valuations, and the interesting contradiction of the 13,000-point mark.
Three scenarios: Agreement, prolongation, or escalation – how should you protect your portfolio?
While uncertainty grows, it also creates opportunities for those who understand the market’s structural change.
How have you reacted to the 13,000-point mark being broken – was it a sign to increase your weighting or to trim?