ØkonomiPulsen

Selvom renten ikke er blevet sat så meget ned som ventet i begyndelsen af året, har økonomierne klaret sig godt. Det er blevet belønnet af investorerne, som har sendt aktiekurserne i ny rekord. Og der er måske udsigt til mere i andet halvår, hvor bl.a. det amerikanske præsidentvalg kommer i fokus. Lyt med når cheføkonom Helge J. Pedersen og Simon Kristiansen tager pulsen på global økonomi og 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.

Inflationen er fortsat for høj i euroområdet, men vil det afholde ECB fra at sætte renten ned til efteråret? I næste uge vil markederne fokusere på resultatet af det franske valg og nyt fra inflationsfronten i USA.

Lyt med når cheføkonom Helge J. Pedersen og Anders Svendsen tager pulsen på global økonomi og 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.

2024 har indtil videre budt på store overraskelser for økonomer og investorer, og ikke mindst styrken i den amerikanske økonomi er kommet bag på mange. Det har haft stor betydning for udviklingen på de finansielle markeder

Lyt med når cheføkonom Helge J. Pedersen og Philip Maldia tager pulsen på international økonomi og 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 har været et godkendt halvår for dansk økonomi, hvor arbejdsmarkedet har overtaget rollen som ledetråd for den overordnede udvikling. Usikkerheden om fransk økonomi betyder lavere renter, som kan komme boligejerne til gode.

Lyt med når cheføkonom Helge J. Pedersen og Jan Størup Nielsen tager pulsen på dansk økonomi og 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.

Renten har været på rutsjetur i denne uge, hvor investorerne har haft fokus på udviklingen i USA. Men usikkerhed om bl.a. den politiske situation i Frankrig i kølvandet på valget til Europa-Parlamentet har også sat sine spor på de finansielle markeder.

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

Så kom den første rentesænkning fra ECB i næsten fem år og Nationalbanken fulgte som ventet trop. Nu rettes fokus mod rentemødet i USA i næste uge. Det finder sted på et tidspunkt, hvor der er begyndende tegn på svaghed i den ellers så bomstærke amerikanske økonomi. Det har ført til rentefald og stigende aktiekurser.

Lyt med når cheføkonom Helge J. Pedersen sammen med Anders Svendsen og Niels Christensen tager pulsen på de finansielle markeder og dansk og international 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.

I næste uge sætter ECB med meget stor sandsynlighed renten ned og Nationalbanken følger trop. Det sker på et tidspunkt, hvor dansk økonomi er i fremgang og arbejdsmarkedet overrasker positivt måned efter måned.

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

De økonomiske nøgletal indikerer, at væksten er på vej tilbage i euroområdet. Men de stærke arbejdsmarkeder fører også til et stigende lønpres. Hvad bliver ECB’s svar på den udvikling, når de om to uger skal tage stilling til, om renten skal sættes ned eller forblive uændret?

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

Svage nøgletal og dueagtige udtalelser fra Fed har ført til et stort rentefald i USA, som har spredt sig til Europa. Det er en udvikling, som har givet medvind til aktierne, men modvind til dollaren.

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

Aktiemarkederne har oplevet en stor optur siden efteråret. Og det er efterhånden ikke kun tech-selskaberne, som driver udviklingen. Men forsinkede rentenedsættelser, lidt høje værdiansættelser, øget geopolitisk risiko og valg i USA øger risikoen for mere volatile markeder fremadrettet.

Lyt med når cheføkonom Helge J. Pedersen og chefstrateg Josephine Cetti tager pulsen på de finansielle markeder og international økonomi.

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.