ØkonomiPulsen

De amerikanske aktiemarkeder har sat nye rekorder - trods 30-året for Black Monday igår. Det tyske DAX-indeks er tillige over 13.000 for første gang. I næste uge truer ECB og Catalonien, og vi diskuterer, hvad der kan gå galt set med markedsbriller. Lyt med når analytikerne Anders Svendsen og Piet Christiansen analyserer og diskuterer udviklingen 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 dag snakker vi Kina og valuta. Hør hvorfor Andreas ser US dollar i 6,50 inden årets udgang, og hvorfor han er blevet mindre positiv på pundet. Og hør også, hvorfor luften er sivet lidt ud af svenske kroner. Og hør ikke mindst, hvad vi kan have i vente ved næste uges største politiske begivenhed; Partikongressen i Kina.

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 amerikanske aktiemarkeder har nået nye rekordhøje niveauer. Til gengæld er stemningen noget mere afdæmpet i Europa, hvor den politiske situation i Catalonien skaber nervøsitet på de finansielle markeder. Skiftet i momentum fra Europa til USA kan også aflæses i den amerikanske dollar, der igen bliver styrket. I næste uge vil markederne begynde at se frem mod den store partikongres i Kina, der starter i næste weekend. Og så kommer inflationen endnu engang i fokus med nye tal fra både USA og de nordiske lande.

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.

Trump har varslet skattelettelser, mens den amerikanske centralbank har sat kursen mod en ny renteforhøjelse i december. På de finansielle markeder har det løftet renterne, mens dollaren er blevet styrket. Næste uges vigtigste begivenhed er fredagens beskæftigelsesrapport fra USA. Men det er også værd at holde et vågent øje med de nye tal fra det norske boligmarked onsdag, hvor priserne i Oslo er faldet de sidste 5 måneder i træk – interessant ikke mindst set i lystet af, at det danske boligmarked på mandag vågner op til nye og skrappere krav til belåningsmulighederne i København og Århus. Lyt med og få overblik med chefanalytikerne Jan Størup Nielsen og Johnny Bo Jakobsen.

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.

Over det meste af verden kæmper centralbankerne med at få inflationen højere. I USA er markederne dog ikke helt overbeviste om, at det vil lykkes – og det selv om den amerikanske centralbank så sent som i onsdags gentog budskabet om, at de agter at sætte renten op igen i december. I den kommende uge vil de finansielle markeder atter rette fokus mod inflationen, når der på fredag offentliggøres nye tal for euroområdet. Samtidig er det også værd at holde et vågent øje med chefen for den amerikanske centralbank, når Yellen går på talerstolen tirsdag. Lyt med og få overblik med chefanalytikerne Jan Størup Nielsen og Anders Svendsen.

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.

Aktiemarkederne i USA når nye rekordhøje niveauer, mens centralbanken i Storbritannien varmer op til den første renteforhøjelse i 10 år. I den kommende uge vil interessen samle sig omkring den amerikanske centralbank, der onsdag holder møde. Her vil de formentlig beslutte at begynde at nedbringe sin obligationsbeholdningen, og måske forberede de finansielle markeder på en ny renteforhøjelse i december. Lyt med når chefanalytiker Jan Størup Nielsen og chefanalytiker Johnny Bo Jakobsen diskuterer inflationstal, Storbritannien og de amerikanske aktiemarkeder.

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.

På torsdagens ECB-møde gjorde Mario Draghi det klart, at ECB vil fortsætte den lempelige pengepolitik længe endnu. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen diskuterer den seneste udvikling på markederne og ser frem mod næste uge, der bl.a. byder på nyt fra inflationsfronten og et afgørende møde i FN’s sikkerhedsråd.

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 er fuldt tryk på international og dansk økonomi i disse år. Alligevel forbliver renten lav, fordi inflationen ikke kan finde fodfæste. Pengepolitikken vil derfor understøtte den økonomiske vækst længe endnu og forstærke risikoen for, at dansk økonomi løber panden mod muren, grundet mangel på kvalificeret arbejdskraft. Derfor skal vi også byde robotterne velkommen. Uden dem bliver det svært at opretholde en høj økonomisk vækst fremover. Få overblik med cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen i en gennemgang af Nordeas nye Economic Outlook.

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.

Risikoappetitten vendte hurtigt tilbage til de finansielle markeder efter Nordkoreas seneste missilaffyring over Japan. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen diskuterer den seneste udvikling på markederne, dansk økonomi i lyset af regeringens superuge og ser frem på næste uges rentemøde i ECB.

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 har været i ”vent og se” humør i den forgangne uge. Begivenheden, som man ser frem til, er det årlige Fed symposium i Jackson Hole, hvor både Janet Yellen og Mario Draghi taler. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen diskuterer Jackson Hole, næste uges vigtige nøgletal og vækstudsigterne for BRIK økonomierne.