ØkonomiPulsen

Store fald på aktiemarkederne, højere renter og en stigende usikkerhed holder de finansielle markeder i et jerngreb. Men hvor længe kommer det til at vare? Og hvilken vej kommer aktierne og renterne til at gå, når markederne igen falder til ro? Lyt med når Andreas Steno og Jan Størup analyserer den aktuelle udvikling og kigger frem mod næste uge, hvor inflation igen bliver det helt 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 adviser.

Renterne er over de seneste uger steget kraftigt. Samtidig er dollaren blevet svækket, hvilket har ramt aktiemarkederne i navnlig Europa hårdt. Men kommer renterne til at stige yderligere, og er aktierne i gang med et større tilbagefald? Lyt med når Anders Svendsen og Jan Størup analyserer den aktuelle tilstand på de finansielle markeder, og få deres bud på hvad man skal holde øje med i næste 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.

Italians head to the polls on 4 March in an election hugely important for Italy and for Europe. Italy needs reforms to lift growth and solve its looming public debt issue. Europe needs a stable, cooperative Italy that wants to remain in the Euro area. Neither will get what it needs. The political uncertainty is already having an impact on financial markets. Hear more in this podcast with Anders Svendsen and Jan von Gerich about the possible outcomes and market ramifications.

Read the full research piece: "Italy: Splitting the votes" on nordeamarkets.com

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.

Med et nyhedsfattigt rentemøde i ECB fortsatte euro'en himmelflugten over for den amerikanske dollar. Passer det Donald Trump? Og hvad bliver meldingerne fra Fed i næste uge, som også byder på mange spændende nøgletal?

Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og stiller skarpt på den kommende uges begivenheder på de finansielle markeder.

Og næste uge byder vi også på en speciel-podcast om det italienske valg.

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.

Der er fuld kraft på det synkrone opsving i verdensøkonomien med god medvind til de finansielle markeder og råvarepriserne. Mens verdensøkonomien buldrer derudad, intensiveres kampen om kvalificeret arbejdskraft - og det slag kan få afgørende betydning. Lyt med når Helge J. Pedersen og Jan Størup Nielsen dykker ned i en frisk udgave af Nordea's Economic Outlook og går tæt på udviklingen i verdensøkonomien, og bl.a. diskuterer "den polske blikkenslagers" betydning for de finansielle markeder, og ser på opjusteringer, muligheder og faldgruber - og udsigterne til strammere pengepolitik og mere meget.

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 helt store samtaleemne på de finansielle markeder har været den fortsatte styrkelse af euro’en, som besværliggør ECBs bestræbelser på at få inflationen tilbage til 2%. Og nu, venter hele verden på Draghi & Co.’s kommentarer til udviklingen, når ECB holder rentemøde på torsdag.

Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og stiller skarpt på 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.

Efter en stærk begyndelse på året er aktiekurserne faldet lidt tilbage. Det skyldes bl.a., at renterne er steget i kølvandet på referatet fra ECBs møde i december. Samtidig er euroen steget til det højeste niveau over for dollar siden årsskiftet 2014-15. Så hvad bør man holde øje med på den korte og længere bane? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og stiller skarpt på 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.

De finansielle markeder har fået en nærmest euforisk start på året. Det førende amerikanske aktieindeks, Dow Jones har atter sat ny rekord, og råvarepriserne er forsat opadgående med olie og metaller i spidsen. Samtidig er renterne begyndt at røre på sig igen. Hvad bunder euforien i – og hvor peger pilen så hen? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer højdepunkter og udviklingen i verdensøkonomien og ser på hvilke finansielle begivenheder vi har i vente.

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.

“Don’t panic” is Jan von Gerich’s response to the recent flattening of the US yield curve. Yet an inversion of the yield curve has proceeded each and every US recession since the mid-50s. Hear why we don’t need to worry just yet in this podcast where Anders Svendsen and Jan von Gerich discuss the various scenarios and what “danger signals” to be aware of.

Read the full research piece “Yield curve not sending recession signals yet”: http://ndea.mk/2F3EnbZ.

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.

Dansk økonomi har skiftet gear over det seneste år og er på vej ind i den første højkonjunktur siden finanskrisen. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer udviklingen i dansk økonomi gennem 2017 og ser ind i 2018. Hør hvad det nye år ventes at byde på, og hvad Helge og Jan mener, det er værd at holde øje med i det nye år.

Rigtig godt nytår - og på genhør i 2018!

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.