ØkonomiPulsen

Handelskrig, centralbankmøder og inflationsudsigter er i fokus på de finansielle markeder her i sommervarmen. Og selvom der umiddelbart er dømt sommerferie, er der masser at tale om og holde øje med for investorer og analytikere, for det skorter ikke på finansielle nyheder og bevægelser på markederne.

Så lyt med når Helge J. Pedersen og Andreas Steno Larsen analyserer de seneste trends i verdensøkonomien og diskuterer begivenheder, som du bør holde øje med 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 adviser.

De finansielle markeder ligger ikke stille i sommervarmen og næste uges kalender er sprængfyldt med vigtige centralbanksmøder og nøgletal. Vil markedsudsvingene vende tilbage, når de store centralbanker holder møder? Og vil våbenhvilen mellem Juncker og Trump sænke usikkerheden på markederne?

Lyt med når Global Seniorstrateg Andreas Steno Larsen taler om de vigtigste markedstemaer for denne uge med Assisterende Analytiker Jonas Zacho Jakobsen, og diskuterer den kommende uges begivenheder 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 adviser.

Trump dominerer atter finansmarkederne. Og nu får Fed også kritik af den amerikanske præsident. Har kineserne fundet det smarte modtræk i handelskrigen? Er ECB gået helt på ferie, eller skal signalerne justeres en smule? Og Bank of England holder de fast i behovet for en renteforhøjelse til august?

Lyt med og få indblik og svar på disse spørgsmål og mange andre, når Anders Svendsen har besøg i studiet af valutastrateg Niels Christensen til en snak om finans- og især valutamarkederne i denne uges Finanskick.

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.

Regnskabssæsonen står for døren, og mange virksomheder skal gøre status på et første halvår, hvor politisk usikkerhed har præget markederne. Til gengæld kan de også se tilbage på en periode, hvor renterne er faldet yderligere. Lyt med når chefanalytikerne Anders Svendsen og Jan Størup diskuterer den seneste udvikling på de finansielle markeder – og forklarer, hvorfor stigende renter kan blive et domminerende markedstema ind i efteråret.

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 adviser.

USA har eskaleret handelskrigen med Kina, mens der lyder pragmatiske handelstoner fra EU. Stigende energipriser trækker inflationen op overalt. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 adviser.

Der har været turbulens på markederne, men dansk økonomi er generelt i fin form. Kun eksportsektoren har svære tider i lyset af politisk uro i Europa og truslerne om handelskrig mellem USA og resten af verden. Lyt med når Helge J. Pedersen og Jan Størup Nielsen gør halvårsstatus over udviklingen i 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 adviser.

Handelskrigen spøger fortsat på de finansielle markeder, men de økonomiske nøgletal er begyndt at rette sig. Hvordan påvirker det renterne og hvor bevæger dansk økonomi sig hen? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 adviser.

The refugee question is threatening the 70-year old coalition in Germany and reprioritizing the EU’s reform agenda. Our latest podcast with Aki Kangasharju and Jan von Gerich reveals what to think of the CSU’s initiative to stop the refugee inflow to Germany, Italy’s pledge to create refugee quotas across the EU, and what kind of repercussions these developments could have for the future of the EU.

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 adviser.

Trussel om en global handelskrig, OPEC-møde og centralbanker, der forsøger at styre markederne. Det er blot nogle af de faktorer, som investorerne skal forsøge at forholde sig til for tiden. Lyt med når chefanalytikerne Anders Svendsen og Jan Størup diskuterer den seneste udvikling på de finansielle markeder – og samtidig ser frem mod den kommende uge, hvor inflation igen bliver et stort tema.

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 europæiske centralbank vil højst sandsynligt først sætte renten op i efteråret 2019. Anderledes ser det ud i USA, hvor den amerikanske centralbank har sat renten op for 7. gang siden 2015. Og selv om flere renteforhøjelser med stor sandsynlighed er på vej, så risikerer det ikke at være nok til at tøjle den økonomiske vækst i USA. Lyt med når Anders Svendsen og Jan Størup diskuterer konsekvenserne af den seneste uges begivenheder på de finansielle markeder, og samtidig ser frem mod den kommende uge.

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 adviser.