ØkonomiPulsen

Er US aktiers himmelflugt tegn på, at USAs økonomi er i topform? Hæver Fed så renten allerede før præsidentvalget? Og hvordan vil markederne reagere, hvis Trump bliver præsident? Chefanalytiker Johnny Jakobsen giver sit bud på udviklingen, og peger på hvad investorer bør holde øje med op til valget i november. Vi gør også status på Brexit-effekten og diskuterer konsekvenserne af en forhaling af den politiske proces - og meget mere. Lyt med og bliv klogere på dollar-pres, rente-ryk og finansmarkederne generelt.

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.

Danskerne er tilbage i arbejdstøjet, men hvor bliver opsvinget af, og hvad betyder yderligere rentefald - er det entydigt godt nyt for danske boligejere? Cheføkonom Helge Pedersen gør status og giver sit bud på udviklingen herhjemme, og tjekker sundhedstilstanden i verdensøkonomien. Hvem skal trække vækst-læsset? Og er centralbankerne ved at løbe tør for ammunition - og hvad gør man så? Hør Helges vurdering og forventninger til renteryk og pengetryk.

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.

Henover sommeren rettede markederne sig oven på Brexit bet, godt hjulpet af pæne økonomiske nøgletal, men nu er den gode juli-stemning vendt. Aktier og olie falder, mens renter stiger - hvorfor det? Og vil den sure stemning fortsætte ind i efteråret? Hør chefanalytiker Jan Størup Nielsens vurdering af markedssituationen her og nu, og hvad han forventer fremadrettet. Usikkerhed vil sætte dagsordenen - lyt med og find ud af I hvilken grad, og hør hvad Jan vil holde særligt øje med de kommende uger - og hvorfor det kan få fatale følger.

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.

The calendar says summer time, but the markets never sleep. And this week there's "no rest for the wicked" - as central banks may strike. Markets are all eyes and ears on Fed, awaiting the next Fed hike. Is a Fed hike good or bad news - is it "risk on" or "risk off"? And what to expect from Bank of England - will we see action, like a rate cut, and how should one position? Get insight with senior analyst Aurelija Augulyte as she analyses the market situation, and elaborates on the impact of rate hikes and stimulus from BoE, let alone Bank of Japan. On that note Aurelija also shares her view on the "currency of the year", and currencies in general. Listen with a click, and stay on top of the market development.

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.

Stærke jobtal fra USA sender US-aktier til vejrs. En ny premierminister i Storbritannien løfter pundet, og selv statsrenterne er begyndt at stige en anelse. Uroen og frygten er umiddelbart lagt på hylden, og erstattet med en vis portion optimisme på de globale finansmarkeder. Så er det sommer og sol det hele? For indeværende, ja. Men vi har en del begivenheder og ubekendte i vente, som kan - og højst sandsynligt vil - rokke båden, siger chef-analytiker Anders Svendsen. Lyt med og hør hvad, Anders vurderer der kan trigge valutaer, olieprisen, renter og give uro på 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.

Går det ikke meget godt med dansk økonomi - trods alt! Og hvordan er udsigterne så for andet halvår? Cheføkonom Helge Pedersen gør halvårsstatus og giver samtidig sit bud på, hvad briternes Brexit betyder for Danmark og for Storbritannien. Lyt med, og få overblik over, hvordan det står til i resten af verden, og hvad vi især skal holde øje med i andet halvår - hvor særligt efteråret byder på nervepirrende begivenheder.

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.

Sikke en rutsjetur! Aktier styrtdykkede, renter røg ned i rekordlave niveauer, og det britiske pund blev kraftigt svækket i dagene efter Brexit. Og der er mere i vente, ifølge chefanalytiker Jan Størup Nielsen. For der er stadig politisk kaos såvel i Storbritannien som i EU; skal vi skilles, eller hvad? Og i givet fald, hvornår! Og hvad nu, hvis briterne alligevel bliver? Få indblik i situationen og overblik over diverse scenarier med Jan, der ser på risici og muligheder på finansmarkederne, som efter dages ragnarok tager en puster. Men det bliver kortvarigt, siger chefanalytikeren, der forventer fornyet uro og masser af volatilitet hen over sommeren, og i de næste måneder - indtil skilsmissen er faldet på plads, eller aflyst! Lyt med og hør oddsene, og hvad der ellers kan trigge markederne.

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.

The pound deep-dives, global stocks plunge - uncertainty rules on Brexit vote. Get an overview of the dramatic Leave vote with our chief analysts Aurelija Augulyte and Johnny Jakobsen discussing the market reactions and economic consequences. Get their view on safe havens, opportunities and pitfalls, and hear what to expect on short and long term. Will the turmoil blow over in a week or are we talking months of heavy market turmoil? Listen in.

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 er nu briterne stemmer om at forlade eller blive i EU - og afgør EU's skæbne. Det er tæt løb - aktiemarkedet holder vejret, renter vakler, mens det britiske pund holder stand - endnu. Hvad vågner vi op til i morgen - ragnarok eller bølgeskvulp på de finansielle markeder? Vær beredt på "alt" - hør chefanalytiker Jan Størup Nielsens vurderinger af konsekvenserne for et Brexit og Bremain, og hvordan udfaldet påvirker finansmarkeder, investorer og dansk økonomi.

Vi følger afstemningen tæt, døgnet rundt - følg med og hør vores to chefanalytikere analysere udfaldet i en frisk podcast i morgen, før markederne åbner.

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.

Frisk prognose tager pulsen på væksten i dansk økonomi, og det ser sløjt ud. Cheføkonom Helge Pedersen ser på, om der er tale om vækstkrise, og om vi skal frygte en boligboble. Brexit-spøgelset hersker på finansmarkederne og presser aktier og renter i bund. Er der optræk til et nyt kollaps a la i 2008? Hør cheføkonomens vurdering af situationen og følgevirkningerne.

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.