ØkonomiPulsen

Vil ECB hæve renten før tid? Det kan inflationstallene give et praj om. Og i USA vil det såkaldte "Kongetal", arbejdsmarkedsrapporten give en pejling af Fed's næste træk. Det forklarer Chefanalytiker Anders Svendsen forud for "store-inflations-uge" i næste uge. Anders ser også nærmere på, om Bank of England varmer op til en renteforhøjelse, og hvad vi kan forvente fra Norges Bank og ikke mindst Riksbanken. Lyt med og hør, hvordan strømmen af vigtige nøgletal ventes at påvirke finansmarkederne.

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.

Who will become the next French president – Macron, Fillon or Le Pen? Moving closer to the first election round (23rd April), it is still an open race. EU-sceptic Marine Le Pen is a popular politician in France, but surely not favoured by the financial markets – on the contrary. So why are the financial markets “afraid” of seeing Le Pen as the next French president? Chief analyst Holger Sandte explains the tension and elaborates on various possible political scenarios and the implications on the financial markets. Hear Holger’s advice to investors prior to the first round – and why the French election could turn out to be a true thriller. Voting participation could (again) play a decisive role.

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 bød atter på heftig aktivitet på de finansielle markeder – men aktiekorrektionen blev endnu engang udskudt. ECB og Fed styrer fortsat slagets gang, mens Brexit-melding trækker overskrifter. Fortsætter spekulationer om en renteforhøjelse fra ECB, og kan referatet fra Fed-mødet ruske op i markederne? Hør chefanalytiker Jan Størup Nielsens vurderinger af udviklingen, og hvad vi har i vente – og hvorfor du skal holde øje med olieprisen.

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.

Economic Outlook: Bedre vækstudsigter trods større global usikkerhed

Et forårsfriskt Nordea Economic Outlook er netop udkommet, og her anlægger vores analytikere en mere optimistisk tone i vurderingen af den økonomiske udvikling. Vi opjusterer bl.a. vores vækstskøn for verdensøkonomien – og det på trods af, at den globale usikkerhed synes større end nogensinde. Hør hvordan det hænger sammen, når cheføkonom Helge Pedersen forklarer, hvad der ligger til grund for optimismen, hvad der trækker væksten og, hvad der skaber stigende usikkerhed. Hør Helges bud på, hvordan det påvirker renten, og hvordan danske boligejeres situation vil udvikle sig.

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 heftig aktivitet på de finansielle markeder; olieprisen skvulper op og ned, og aktiemarkederne viser tegn på stigende nervøsitet. Hvad skyldes turbulensen – lurer en aktiekorrektion i horisonten? Økonomiske nøgletal signalerer jo gode takter med højere global vækst! Chefanalytiker Jan Størup Nielsen tager bestik af udviklingen og giver sine bud på, hvad vi kan have i vente, og hvad investorer særligt bør 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.

Priserne stiger på det danske boligmarked, og med foråret på trapperne er der udsigt til yderligere stigninger. Bevæger vi os mod en ny boligboble? Bliv klogere på udviklingen med boligøkonom Lise Nytoft Bergmann og Jan Størup Nielsen, økonom på dansk økonomi , der i denne særudgave giver deres syn på, hvor det danske boligmarked er på vej hen. Hør, hvorfor renten spiller en helt afgørende rolle for udviklingen, og få økonomernes bud på, hvad boligejere har i vente – få gode råd til, hvad købere og sælgere af boliger skal holde særligt øje med 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.

Hvad skyldes presset på olieprisen og svækkelse af den amerikanske dollar i den forgangne uge, hvor danske aktier i OMXC20 Cap steg til rekordhøjde? Chefanalytiker Jan Størup Nielsen analyserer udviklingen på finansmarkederne i kølvandet på Fed’s renteforhøjelse og valget i Holland. Lyt med og hør, hvad vi har i vente, og hvorfor Fed og ECB sætter dagsordenen.

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.

Growth stability is top priority, and even more crucial than ever. That's what Chinese government officials stressed at the annual National People's Congress (NPC). Why is stability so crucial for economic policy this year? Which measures will be used to stimulate growth and fuel an investment boom? Chief analyst Amy Yuan Zhuang, our expert in Asian economies located in Singapore, elaborates on the highlights of the year’s congress, and brings you an overview of the state of the Chinese economy, which currently is in good shape with growth tailwinds. Hear why Amy thinks the positive sentiment won’t last long, and learn about the impact of a government reshuffle, about the biggest risk for China this year, and how a trade war and an upcoming Hong Kong election could trigger the financial markets.

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.

FED er klar til sin tredje renteforhøjelse på mødet i næste uge, men er det egentligt godt eller skidt for markederne? Ifølge Anders Svendsen har markedet indpriset en forhøjelse i næste uge og nu er spørgsmålet om hvor mange renteforhøjelser vi kan forvente i år.

ECB er blevet mere fortrøstningsfuld, men det er endnu for tidligt, at forvente nye signaler. Det skyldes ikke mindst valgsæsonen i Europa, der skydes i gang med det hollandske valg i næste uge. Det bliver et tæt løb i Holland og et uventet udfald kan skabe uro i markedet.

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 bød på nye aktierekorder. Nøgletallene ser nu markant bedre ud end længe, og Trumps første tale i Kongressen gav anledning til et lettelsens suk. Bagsiden af medaljen er dog, at markederne nu forventer, at Fed hæver renten i marts. Hvad siger Fed-chef Yellen om den sag i sin tale? Kan markederne endda finde spor af optimisme hos ECB Præsident Draghi på torsdag? Og vil det egentligt være godt eller dårligt for markederne? Hør vores bud her med Chefanalytiker 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 advisor.