ØkonomiPulsen

Efter flere uger hvor politik har fyldt det meste på de finansielle markeder, så er centralbankerne atter tilbage i førersædet. Den europæiske centralbank vil måske stoppe opkøbene af obligationer tidligere end ventet og i USA vil renten med meget stor sandsynlig igen blive sat op i næste uge. Lyt med når Jan Størup diskuterer den seneste udvikling med rente- og valutastrateg Andreas Steno. Og hør hvorfor du allerede søndag aften skal rettet blikket mod Schweiz, hvor befolkningen skal stemme om et kontroversielt forslag med vidtrækkende konsekvenser.

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.

Politisk kaos i Italien og en stigende risiko for en global handelskrig har sat sit tydelige aftryk på de finansielle markeder. Men har vi lagt det værste bag os, eller vil uroen eskalere yderligere i de kommende uger? I denne podcast diskuterer Anders Svendsen og Jan Størup, hvordan den tiltagende politiske usikkerhed påvirker markederne for aktier, renter og valutaer.

Lyt med og få et overblik over udviklingen, og hør hvad der er værd at holde øje med.

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.

Har markederne overfortolket signalerne fra den amerikanske forbundsbank? Er der tegn på en afmatning i Europa, og hvorfor er der ingen bekymring for den politiske situation i Italien? Det, og meget mere såsom US dollars fortsatte optur, diskuterer Helge J. Pedersen og Anders Svendsen i denne uges podcast. Lyt med og få et indblik i udviklingen og de seneste trends i verdensøkonomien, og hør hvilke begivenheder det er værd at holde øje med på de finansielle markeder i 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 advisor.

Olieprisen er steget til det højeste niveau siden 2014. Det betyder højere inflation og renter, men også at der kommer flere penge i den danske statskasse. Dollaren fortsætter med at styrkes, og svenske kroner har nået bunden.

Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien 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 advisor.

I denne uges Finanskick snakker vi bl.a. valuta, hvor især dollar, pund og svenske kroner er i fokus efter de seneste store bevægelser. Kalenderen byder på en gyser af en rentebeslutning i Bank of England, og så har præsident Trump trukket USA ud af atomaftalen med Iran. Lyt med når Andreas Steno Larsen og Anders Svendsen vender udviklingen på finansmarkederne og diskuterer effekter og forventninger.

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.

Lav inflation presser de danske renter ned, og gør den amerikanske dollar dyrere. Inflationen sætter dagsordenen på finansmarkederne - og er altafgørende for økonomien. Lyt med når Anders Svendsen og Jan Størup Nielsen taler om, hvorfor inflationen lige nu er så lav i Europa, og hvorfor udviklingen i USA kan være et forvarsel om, at epoken med usædvanlig lav inflation i Europa er ved at være slut - og effekterne heraf.

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 amerikanske rente fortsætter med at stige, og dollaren viser tænder. Til gengæld er den svenske krone gået i hullet og handler nu på det laveste niveau siden slutningen af 2009 over for den danske krone. Hvad skyldes bevægelserne på valutamarkederne, og hvilke faktorer og hændelser kan vende den overvejende positive stemning på finansmarkederne? Lyt med når Helge J. Pedersen og Niels Christensen analyserer tendenser og diskuterer begivenheder og effekter 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.

Ugen har været præget af stigende renter og en oliepris, som nu er på sit højeste siden 2014. Vil det få indflydelse på ECBs rentepolitik og de økonomiske nøgletal? 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.

Inflationen er på vej op i USA, men ikke i Europa. Vil svenske kroner komme i et nyt stormvej, når der på mandag offentliggøres tal for boligprisernes udvikling i Sverige? Og hvornår sætter Bank of England renten op? Lyt med når Helge J. Pedersen og Anders Svedsen 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 advisor.

Bølgerne går højt på de finansielle markeder. Renterne falder og aktiemarkederne er ramt af en stigende frygt for en egentlig handelskrig mellem USA og Kina. Lyt med når Anders Svendsen og Jan Størup forklarer, hvorfor vi ser denne bølgegang, samt hvad de særligt holder øje med for tiden. Hør også hvorfor inflationstallene i næste uge er vigtige.

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.