Talouden sykkeessä

Vuosi 2020 oli erityisen mieleenpainuva ja Nordea Marketsin joulupodcastissa vuosi pannaan pakettiin sekä siirretään katse jo ensi vuoteenkin. Äänessä koko Nordean tutkimus.

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.

Asuntokauppa on jatkunut vahvana läpi syksyn ja asuntojen hinnat ovat jatkaneet nousua koronakriisistä huolimatta. Asuntomarkkinoiden hyvän kehityksen taustoja ovat pohtimassa Annukka Mickelsson Kiinteistönvälitysalan Keskusliitosta sekä Nordean Jussi Palaja ja Juho Kostiainen.

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.

Viruksen värittämät lähikuukaudet näyttävät vaikeilta monissa talouksissa. Rokoteuutiset tuovat optimismia pidemmälle tulevaisuuteen mutta eivät käännä talouden suuntaa hetkessä. Suomen ja maailmantalouden näkymistä keskustelevat pääekonomisti Tuuli Koivu, pääanalyytikko Jan von Gerich ja ekonomisti Juho Kostiainen.

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.

Britannia on eronnut Euroopan unionista, mutta kauppasopimuksesta neuvotellaan kiivaasti. Miten yritykset ovat varautuneet eri skenaarioihin ja mitä uusi suhde tarkoittaa Britannialle ja EU:lle jatkossa? Aiheesta keskustelemassa Elinkeinoelämän keskusliiton johtava asiantuntija Janica Ylikarjula sekä Nordealta Kristian Nummelin ja Juho Kostiainen.

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.

Kiinan talous porskuttaa hyvässä vauhdissa kohti kommunistisen puolueen vuosikokousta, mutta euroalueen näkymiä varjostaa koronarajoitteiden nopea lisääntyminen. Miten Suomi pärjää talousnäkymien ristiaallokossa? Talousennusteita pistävät uusiksi pääanalyytikko Jan von Gerich, pääekonomisti Tuuli Koivu ja ekonomisti Juho Kostiainen.

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.

Yhdysvaltojen vaalivuosi kiinnostaa aina, mutta tänä vuonna panokset ovat poikkeuksellisen korkeat. Kiihtyykö kauppasota, taantuuko talouden toipuminen, masentuvatko markkinat ja saadaanko ylipäänsä selvää vaalitulosta? Näitä kysymyksiä pohtivat Kristian Nummelin, Tuuli Koivu ja Jan von Gerich.

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.

Suomen valtion arvioidaan tarvitsevan tänä vuonna uutta velkaa 17,6 miljardia euroa. Samaan aikaan valtion lainakorot ovat tippuneet ennätysmatalalle. Kuka sijoittaa valtiolainoihin negatiivisella korolla? Mitä tilanteesta ajattelevat luottoluokittajat? Onko näköpiirissä velkojen uudelleenjärjestelyjä? Valtionvelasta keskustelemassa Valtiokonttorin rahoitustoimialan johtaja Teppo Koivisto sekä Nordean pääanalyytikko Jan von Gerich ja ekonomisti Juho Kostiainen.

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.

Asunnonostajat näyttävät viitanneen kintaalla koronan ensimmäiselle aallolle, mutta jatkuvatko positiiviset tunnelmat syksyllä. Suomen asuntomarkkinoista ja talousnäkymistä keskustelemassa Nordean kiinnitysluottopankin toimitusjohtaja Jussi Pajala, ekonomisti Juho Kostiainen ja pääekonomisti Tuuli Koivu.

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.

Miten talous selvisi koronakesästä? Uhkaako toinen aalto sumentaa myös syksyn? Miltä näyttävät Suomen, euroalueen, Yhdysvaltojen ja Kiinan näkymät? Talouden yleiskuvaa ovat pohtimassa Nordean asiantuntijat Tuuli Koivu, Juho Kostiainen, Robert Suomi ja Jan von Gerich.

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.

Korttidata on ekonomistin aarreaitta. Data avaa kiinnostavia näkökulmia Pohjoismaiden toipumiseen koronakriisistä ja osoittaa kuluttamisen olleen viime viikkoina vahvaa. Toisin on Yhdysvalloissa, jossa viruksen pelätään tuovan toisen huonon aallon talouteen jo kesällä. Kesän viimeisessä podcastissa äänessä ovat Nordean pääekonomisti Tuuli Koivu ja pääanalyytikko Jan von Gerich.

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.