Talouden sykkeessä

Euroilla on maksettu jo kohta 20 vuotta, jonka kunniaksi pohdinnassa ovat euron vahvuudet sekä heikkoudet. Mitä uudistuksia puolestaan Suomen ja euroalueen tulisi tehdä tulevaisuutta silmällä pitäen?

Mukana keskustelemassa pääekonomisti Tuuli Koivu sekä ekonomistit Juho Kostiainen ja Kristian Nummelin.

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.

Mitä jäi mieleen vuodesta 2021, ja mitä vuosi 2022 tuo tullessaan? Ja entäpä perinteinen mitaliveikkaus: kuka on optimisti, ja kuka odottaa vain muutamaa mitalia Suomeen Pekingin talviolympialaisista? Muun muassa näitä aiheita pohtii Nordea Marketsin tutkimusporukka.

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.

Inflaatio on kiihtynyt viime kuukausina voimakkaasti niin euroalueella kuin Yhdysvalloissakin. Mitkä tekijät ajavat inflaatiota tällä hetkellä ja millaiset ovat ensi vuoden inflaationäkymät? Ovatko keskuspankit jo myöhässä rahapolitiikan kiristämisessä?

Näistä aiheista ovat keskustelemassa pääekonomisti Tuuli Koivu, päästrategi 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.

Korkomarkkinoilla on nähty suuria liikkeitä viime aikoina. Miltä keskuspankkien suunnitelmat näyttävät: nousevatko korot jo ensi vuonna vai hyytyykö meno ennen aikojaan? Keskustelemassa pääanalyytikko Jan von Gerich sekä ekonomistit Juho Kostiainen ja Kristian Nummelin.

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.

Asuntomarkkinat ovat yllättäneet positiivisesti viimeisen vuoden aikana. Jatkuuko asuntohintojen nousu? Entä missä päin Suomea riittää kysyntää?

Asuntomarkkinoiden näkymistä ovat keskustelemassa Nordean Kiinnitysluottopankin toimitusjohtaja Jussi Pajala, päästrategi Jan von Gerich sekä Suomi-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.

Saksan vaaleissa viitoitetaan suuntaa koko Euroopalle. Italian uudistukset puolestaan ovat elintärkeitä koko euroalueen tulevaisuuden kannalta. Saksan ja Italian näkymistä keskustelemassa ovat Nordean ekonomisti Kristian Nummelin, analyytikko Ulla Vilkuna 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.

Palaamme Economic Outlook -webinaarissa vastaamatta jääneisiin kysymyksiin. Kuulijoita kiinnostivat muun muassa asuntomarkkinat, työvoiman riittävyys, maailmankaupan kehitys ja Kiinan poliittinen ympäristö.

Kysymyksiin vastasivat 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.

Kesän aikana nähtiin korkojen laskua ja dollarin vahvistumista. Millaiset ovat syksyn näkymät korko- ja valuuttamarkkinoilla? Tehdäänkö syyskuussa jo päätöksiä rahapolitiikan asteittaisesta kiristämisestä Yhdysvalloissa? Entä Euroopassa? Keskuspankki- ja markkinanäkymistä keskustelemassa ovat pääanalyytikko Jan von Gerich, analyytikko Kristian Nummelin 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.

Nordea Marketsin kesäpodissa käydään läpi kuluneen vuoden suurimpia yllätyksiä taloudessa ja rahoitusmarkkinoilla. Samalla ennakoidaan, mitä syksy 2021 tuo mukanaan. Keskustelemassa ovat pääanalyytikko Jan von Gerich, Suomi-ekonomisti Juho Kostiainen, valuutta-analyytikko Kristian Nummelin ja pääekonomisti Tuuli Koivu.

Asuntomarkkinoiden kehitys on yllättänyt positiivisesti koronavuonna, mutta miltä näyttää asuntojen kysyntä koronan jälkeen? Jatkuuko suurten kaupunkien voittokulku vai tuovatko etätyöt vastapainoa alueiden väliseen polarisaatiokehitykseen? Myös kotitalouksien velkaantuminen sekä ehdotettu lisäsääntely herättävät vilkasta keskustelua. Asuntomarkkinoiden kehitystä analysoivat Nordean Kiinnitysluottopankin toimitusjohtaja Jussi Pajala, Suomen talouden ekonomisti Juho Kostiainen ja pääekonomisti Tuuli Koivu.

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.