Sinopsis
Nordea Markets Insights er podcasten til dig, som ønsker perspektiv og indblik i aktuelle trends og bevægelser på de globale finansmarkeder. Her har du mulighed for at møde Nordea Markets' anerkendte eksperter og intressante gæster.
Episodios
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Inflationstal peger i hver sin retning
12/07/2019 Duración: 16minFed-signaler og retorik cementerer forventninger om rentenedsættelse og bringer aktier i nyt rekordniveau. Inflationstal fra Sverige og Norge peger hver sin vej, mens inflationen er forsvindende lille i Danmark. Lyt med når Niels Christensen og Morten Lund analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 pro
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Verdensøkonomien skranter, men aktiekurserne sætter nye rekorder
05/07/2019 Duración: 17minLyt med når Helge J. Pedersen og Morten Lund analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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, invest
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Kan Trump og Xi Jinping finde sammen i Osaka?
28/06/2019 Duración: 16minAl fokus på G-20 mødet i Osaka i Japan. Afgørende nøgletal fra amerikansk økonomi i næste uge. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 particula
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Aktier sætter nye rekorder
21/06/2019 Duración: 17minDueagtige signaler fra ECB og Fed sender renterne i bund og aktierne i top. Vigtige inflationstal kan få afgørende betydning for, hvornår centralbankerne lemper pengepolitikken. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 in
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Renterne falder og falder – men hvor længe kan det vare ved?
14/06/2019 Duración: 13minDe danske renter har endnu engang ramt et historisk lavt niveau. Og på kort sigt er der ikke meget der tyder på, at udviklingen vender. Men hvorfor er der tilsyneladende ingen bund under de danske renter? Og hvad skal der til for at vende udviklingen? Lyt med når Nordeas chefanalytikere Anders Svendsen og Jan Størup Nielsen diskuterer den seneste udvikling på de finansielle markeder og samtidig giver deres bud på hvad der bliver de vigtigste begivenheder i den kommende uge. 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
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Rekordlave renter
07/06/2019 Duración: 16minUsikkerhed om den økonomiske udvikling, svag inflation og dueagtige centralbanker sender renterne til tælling. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 inve
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Podcast: Global risikoaversion
29/05/2019 Duración: 14minAktier og renter falder. Der er behov for opmuntrende nyheder. Næste uge byder på en stribe vigtige nøgletal og rentemøde i ECB. 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
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Har usikkerheden bidt sig fast?
24/05/2019 Duración: 16minAktierne er faldet tilbage og renterne er fortsat lave. Det sker i kølvandet på den fornyede opblusning af handelskrigen mellem USA og Kina, et stadig mere kaotisk forløb omkring Brexit og en række svage økonomiske nøgletal. Spørgsmålet er om usikkerheden har bidt sig fast. Lyt med når Nordeas chefanalytikere Anders Svendsen og Jan Størup Nielsen diskuterer den seneste udvikling på de finansielle markeder og samtidig giver deres bud på hvad der bliver de vigtigste begivenheder i den kommende uge. 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 dist
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Dansk økonomi kan modstå international afmatning
16/05/2019 Duración: 12minVores nye prognose forudser svære tider for verdensøkonomien, men Danmark står godt rustet til at modstå udviklingen Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 indivi
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Handelskrigen mellem USA og Kina eskalerer
10/05/2019 Duración: 16minTrump har løftet toldsatserne på kinesiske varer. Hvad bliver gengældesen og er der håb for en handelsaftale? Kunstig intelligens kan vurdere om centralbankerne ændrer fokus. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 inves
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Hvornår kommer den økonomiske nedtur?
03/05/2019 Duración: 14minStår den globale økonomi over for en snarlig nedtur? Ikke i USA, hvis man spørger den amerikanske centralbank, der fastholder et optimistisk syn på den økonomiske udvikling. Anderledes dyster er stemningen hos fremstillingsvirksomhederne i Europa, der er hårdt ramt af afmatningen. Lyt med når Nordeas chefanalytikere Anders Svendsen og Jan Størup Nielsen diskuterer den seneste udvikling, og samtidig giver deres bud på, hvad der bliver de vigtigste begivenheder i den kommende uge på de finansielle markeder. 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
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Dueagtig Riksbank sender svenske kroner sydpå
26/04/2019 Duración: 15minDueagtige meldinger fra Riksbanken har på ny svækket den svenske krone. Emerging Markets valutaer ramt af mistillid til pengepolitikken og spændende nøgletal venter forude. Lyt med når Helge J. Pedersen og Morten Lund analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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
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Er Trump en kyndig Fed-kommentator?
17/04/2019 Duración: 17minTrump har igen sat sig selv i fokus ved at kritisere den amerikanske forbundsbank, hvilket har skabt ramaskrig blandt analytikere. Men er der grund til at tvivle på Fed's selvstændighed, og er Trumps analyser egentlig så langt uden for skiven? Lyt med når Andreas Steno Larsen og Morten Lund analyserer og diskuterer den seneste udvikling i verdensøkonomien og vender den kommende uges begivenheder på de finansielle markeder. God fornøjelse – og god påske. 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 perso
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Rente- og aktiemarkederne er uenige om fremtidsudsigterne
12/04/2019 Duración: 14minCentralbankerne er gået i hi som følge af den usikre situation i verdensøkonomien. Aktiemarkederne holder på, at der er lys for enden af tunnelen, mens obligationsmarkederne er mere skeptiske. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 individu
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Forårets boligjagt er i fuld gang – bør du deltage i jagten?
09/04/2019 Duración: 16minI forårssolen kridter mange danskere skoene og gør sig klar til at sætte jagten ind på en ny bolig. Sådan er det generelt, når forårssolen melder sin ankomst, og det betyder traditionelt set flere handler og højere priser. Den udvikling understøttes i år af historisk billige finansieringsmuligheder som er en konsekvens af store rentefald. Men på markedet for ejerlejligheder er priserne begyndt at falde, og antallet af udbudte boliger steget. Lyt med når Nordeas chefanalytikere Lise Nytoft Bergman og Jan Størup Nielsen diskuterer den seneste udvikling på det danske boligmarked og samtidig giver deres bud på, hvad der kommer til at ske i fremtiden. 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 publ
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Grønne skud i Kinas økonomi løfter aktiemarkederne
05/04/2019 Duración: 17minKina har været i fokus på de finansielle markeder på meldinger om, at en handelsaftale med USA er lige på trapperne, ligesom stærke nøgletal fra Riget i Midten giver håb om, at nedturen i verdensøkonomien er ved at vende. Lyt med når Helge J. Pedersen og Amy Zhuang analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 d
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Negative renter giver hovedbrud i Frankfurt
29/03/2019 Duración: 16minDe negative renter er kommet for at blive, og det får ECB til at overveje at hjælpe bankerne igen. Brexit-føljetonen nærmer sig klimaks og forude venter vigtige nøgletal for amerikansk økonomi. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og diskuterer den kommende uges begivenheder på de finansielle markeder. 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 provi
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Usikkerhed fører til rekordlave renter
22/03/2019 Duración: 13minKrisestemning i euroområdet fører til nye rentefald, Brexit er blevet udskudt, optimistisk prognose for dansk økonomi. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 indi
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Brexit uden ende … Hvad nu!
15/03/2019 Duración: 16minDet britiske parlament har sagt nej til at forlade EU uden en aftale, og skal igen-igen stemme om Theresa Mays exit-aftale med EU. Rentemøder i USA og Norge samt vigtige nøgletal for Europa sætter dagsordenen. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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
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Alligevel ingen renteforhøjelser i år
08/03/2019 Duración: 14minECB sætter tidligst renten op i 2020 og kommer bankerne til hjælp med nye lånefaciliteter. Dansk inflation er på vej op som følge af højere huslejer. Afgørende uge for Brexit. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 in