ØkonomiPulsen

Donald Trump is heading for the White House - and as expected Trump's victory set off sharp falls all around; US stock futures and European stock markets dropped and the Peso plummeted promptly. Uncertainty rules and spurs market turmoil - but how heavy and for how long? Chief analyst Anders Svendsen analyses the market reactions the Day After. Learn about winners and losers in Trump land, and hear Anders' take on Fed's next move and what to expect in the weeks to come.

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.

Vil den politiske scene stadig sætte dagsordenen for markederne i den kommende uge? Vi taler om de seneste meningsmålinger, der viser at Trump haler kraftigt ind på Clinton, og hvad det betyder for de globale markeder. England er kastet ud i en politisk krise, efter denne uges domafsigelse om Artikel 50. Inflationstal fra både Norge og Danmark i den kommende uge, hvad skal vi forvente?. Lyt med her:

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.

FOCUS: Final stage of the election. Clinton or Trump in the White House? by Nordea Markets

Der var hug til den svenske krone og kraftigt stigende renter i ugen der er gået. Hvad sker der i Sverige, og er det et sundhedstegn at renterne stiger - fortsætter de op i næste uge, og hvad gør ECB nu? Chefanalytiker Jan Størup Nielsen analyserer udviklingen og ser ind i næste uge, hvor USA i den grad er i fokus med nøgletal og Fed-møde. Lyt med og vær klar til at gå en heftig uge i møde.

Hvor mange danske arbejdspladser står der på spil med Donald Trump som vinder, og bliver det status quo, hvis Hillary Clinton bliver ny præsident - og hvad med frihandelsaftalen? Cheføkonom Helge J. Pedersen ser på de forskellige scenarier og vurderer effekterne på den dansks økonomi og virksomheder. Hør Helges bud på, hvornår og hvor voldsomt finansmarkederne vil reagere op til og efter valget, og hvad der kan sætte dollar under pres.

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.

Rising inflation in the US and UK while its disinflation in Sweden. Chief analyst Holger Sandte analyses the up- and down-sides to the fresh data, and looks into Draghi's speech in ECB and evaluates the market reactions to a "pretty boring" ECB meeting. Learn what investors should keep a special eye on next week in a stream of important US data releases, Fed speeches and news from the Swedish Riksbank. Hear what could trigger SEK markedly, and why a strengthened US dollar could be on the move again next week. Holger elaborates on next week's events and points to opportunities and risks - and the odds of a November rate hike by the Fed.

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.

Højere end forventet inflationstal i Kina, oliehop til årets højeste niveau, og så blev dollar også yderligere styrket i ugens løb. Chef-analytiker Jan Størup Nielsen forklarer årsagerne til bevægelserne på de finansielle markeder, og peger på tendenser og forventninger til udviklingen i de kommende uger. Jan stiller bl.a. skarpt på US valgdebat, Fed's næste træk og udsigten til højere renter - og fortæller hvorfor investorer bør være særligt opmærksomme på Draghi's tale i næste uge - og peger på risici og muligheder.

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.

FOCUS: Will euro rates remain low for some time - how about negative! Is the European Central Bank about to cut the deposit rate, and when will ECB announce tapering - it's bound to happen at some point? Senior analyst Holger Sandte has changed his ECB forecast - hear what and why as Holger analyses the ECB's monetary policy. Listen in and get updated on facts, consequences and future risks and opportunities - and hear what sort of market rumble to expect if Draghi goes "hawkish" in his next ECB speech.

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 blev sat spørgsmålstegn ved ECB's opkøbsprogram - nogen sagde 'tapering', og fyrede op under valutakurser, aktier og renter. Men er der hold i markedsreaktionerne? Og hvad bunder det britiske punds "flash crash" i? Chef-analytiker Anders Svendsen analyserer ugens heftige markedsudsving - og kigger ind i næste uge, hvor USA atter er i fokus med en præsident-debat og nyt fra Fed, der begge kan give aktivitet på finansmarkederne. Anders ser også nærmere på inflationstal og ikke mindst råvare-udviklingen og forklarer, hvorfor råvarer er interessante netop nu.

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.

Positive toner fra OPEC udløser solidt hop i olieprisen, mens presset stiger på bankaktie og sender renter endnu lavere. Men er der hold i oliens prisstigning, og bør investorer bekymre sig for banksektoren generelt? Chefanalytiker Jan Størup Nielsen analyserer markederne. Vi ser også på effekten af tv-debatten mellem Clinton og Trump, der rykkede aktie- og valutamarkeder. Find ud af, hvilken valuta, der er den bedste indikator for finansmarkedets pejling af udfaldet af præsidentvalget i USA - og hør hvad vi kan vente os i næste uge, hvor især USA er i fokus.

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.