Der har været store markedsbevægelser efter ugens rentemøde i USA. Men også andre centralbanker har haft travlt med at sætte renten op i ugens løb.

Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen analyserer udviklingen på de finansielle markeder.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Selvom inflationen nu falder i USA er den fortsat alt for høj. Derfor vil Fed sætte renten markant op igen på mødet i næste uge. ECB er også slået ind på en strammere kurs. Vil banken også snart begynde at trække likviditet ud af markedet?

Lyt med når cheføkonom Helge J. Pedersen har chefanalytiker Anders Svendsen og analytiker Philip Maldia Madsen med i studiet.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

De finansielle markeder har taget godt imod ECB’s markante renteforhøjelse på 0,75%-point. Nationalbanken fulgte som ventet trop senere på dagen. Og så har Nordea udgivet en ny prognose ’Skruen strammes’.

Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på de finansielle markeder.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Vi har været gennem en uge, som har været præget af store udsving på de finansielle markeder. Det skyldes ikke mindst høgeagtige taler fra både Fed og ECB på weekendens Jackson Hole symposium.

Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på de finansielle markeder.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Den ekstreme stigning i de europæiske energipriser bringer euroområdet på randen af teknisk recession. I USA er situationen knap så alvorlig. Den høje inflation vil fortsat være i fokus – også når Fed-chefen Jerome Powell taler på årets Jackson Hole symposium.

Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på de finansielle markeder.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Efter en sommer, hvor renterne faldt meget tilbage, er de nu igen på vej op. Olieprisen er faldet tilbage, men i Europa er der for tiden mere fokus på de ekstremt høje priser på naturgas og elektricitet. ECB vil bekæmpe den alt høje inflation med nye stramninger af pengepolitikken.

Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på de finansielle markeder.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Fokus på de finansielle markeder er fortsat rettet mod inflationsudviklingen. Og mens inflationen herhjemme steg til nye højder i juli, faldt den til gengæld tilbage i USA. Det førte til et lettelsens suk blandt investorerne og førte til nye stigninger på verdens aktiemarkeder.

Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på de finansielle markeder.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Sommeren har budt på store overraskelser på de finansielle markeder. Centralbankerne i USA og euroområdet har sat den pengepolitiske styringsrente gevaldigt op, men de lange renter er faldet og aktiekurserne steget. Inflationen er fortsat det store tema, men måske er toppen ved at blive nået.

Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen analyserer udviklingen på de finansielle markeder.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Det er den 1. juli 2022. Og mens rytterne gør sig klar til starten på Tour de France i København, gør cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen halvårsstatus over dansk økonomi.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Stigende recessionsfrygt har ført til et markant fald i markedsrenterne, hvilket på sin side har holdt hånden under aktiekurserne. Norges Bank overraskede med en stor stigning i styringsrenten. Følger Riksbanken i Sverige trop i næste uge?

Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på de finansielle markeder.

Disclaimer:

All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.