ØkonomiPulsen

Årets første tre måneder har været præget af store udsving på både aktie- og rentemarkederne. Uroen vil formentlig fortsætte den kommende tid, hvor de økonomiske nøgletal samtidig forventes at falde lidt tilbage. Lyt med når Anders Svendsen og Jan Størup Nielsen diskuterer udviklingen og forsøger at forudse, hvad der kommer til at ske fremadrettet på de finansielle markeder – og også pointerer, hvorfor det er vigtigt at følge godt med i ugen efter påske, hvor der kommer vigtige nøgletal både fra USA og Europa. Rigtig god påske og på genhør.

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.

Kalenderen varsler forår. Det gælder også på det danske boligmarked, hvor de lysere tider typisk er lig med flere handler og stigende priser. Så hvordan ser det ud i år! Er det nemmere at sælge sin bolig, og kan det stadig ske til en højere pris? Og hvad vej skal renten – er det nu, ”det sker”? Det diskuterer Lise Nytoft Bergman og Jan Størup Nielsen, når de tager temperaturen på det danske boligmarked, og giver deres bud på udviklingen på bolig- og rentemarkedet. Lyt med i denne særudgave og bliv klogere på, om det er nu, der skal handles!

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.

Frygten for en handelskrig mellem USA og Kina holder de finansielle markeder i et jerngreb. Lyt med når Anders Svendsen og Jan Størup diskuterer effekten af Trumps trussel om yderligere importtold på kinesiske varer. Hør analytikernes bud på, hvordan det vil påvirke aktier og renter på sigt. Og så kigger de ind i påske-ugen, hvor inflationen igen bliver det store 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.

In this podcast, we discuss the key takeaways from "The ECB and Its Watchers" conference, attended by Chief Analyst Jan von Gerich: A more confident ECB is heading for its exit from quantitative easing, despite low inflation. We also take a look at a new research piece on so-called "super core inflation" in the Euro area, by Chief Analyst Anders Svendsen, and discuss how it still all adds up to our very dovish ECB view. Senior Analyst Tuuli Koivu hosts.

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.

Det har været en uge, hvor risikoen for en global handelskrig igen har domineret på de finansielle markeder. Rentefaldet fortsætter, mens norske og svenske kroner har fået et stærkt come-back. En ny stramning af pengepolitikken i USA ligger i kortene. Lyt med når Helge J. Pedersen og Jan Størup 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.

Trumps toldplaner har i denne uge rystet de finansielle markeder, men er det sidste gang, at Trump kommer til at flirte med protektionistiske tiltag? Ikke hvis man spørger Nordeas eksperter... Derudover ændrede ECB sin forward guidance på ugens rentemøde, men lavrente-miljøet varer ved længe endnu – hør hvorfor, når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. I næste uge er der bl.a. fokus på dansk inflation.

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.

Dansk økonomi er i topform, men præsident Trumps udmelding om, at USA vil lægge told på import af stål og aluminium har ført til ny usikkerhed på de finansielle markeder. I næste uge rettes fokus mod rentemødet i ECB og den vigtige beskæftigelsesrapport fra USA. 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.

Market rumours about the death of the famous Phillips curve are exaggerated. Fed believes in the Philips curve – the relationship between wages and unemployment – and so do we. Listen in when our analysts; Jan Von Gerich, Kjetil Olsen and Anders Svendsen discuss the Fed outlook and the risk of rising wage growth and inflation in the US. Hear why this means that Fed may have to hike rates further than the 7 hikes we already forecast. Join our analysts in this special podcast and you will also hear why the markets are likely to face even more volatility going forward.

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.

Vi har ændret prognosen for den amerikanske pengepolitik og forudser nu højere renter. Hør hvad der ligger til grund for ændringen, og hvorfor vi har en spændende uge i vente! Her kommer der bl.a. nyt fra inflationsfronten i Euro-området og USA, og herhjemme får vi at vide om dansk økonomi kom tilbage på vækstsporet i fjerde kvartal af 2017. Så lyt med og få overblik og indblik med Helge J. Pedersen og Anders Svendsen, der 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 adviser.

Aktiemarkeder trodser urovækkende høje inflationstal fra USA og korrigerer opad. Er nervøsiteten ved at ebbe ud – eller er det stilhed før næste storm? Og hvordan vil Fed så agere i 2018? Lyt med når Morten Lund og Andreas Steno analyserer udviklingen på de finansielle markeder, og i denne udgave bl.a. også diskuterer svækkelsen af den danske kronen i januar – og giver deres bud på, hvad det er værd at holde øje med i næste uge og fremadrettet.

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.