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Handelskrigen spøger fortsat på de finansielle markeder, men de økonomiske nøgletal er begyndt at rette sig. Hvordan påvirker det renterne og hvor bevæger dansk økonomi sig hen? 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

The refugee question is threatening the 70-year old coalition in Germany and reprioritizing the EU’s reform agenda. Our latest podcast with Aki Kangasharju and Jan von Gerich reveals what to think of the CSU’s initiative to stop the refugee inflow to Germany, Italy’s pledge to create refugee quotas across the EU, and what kind of repercussions these developments could have for the future of the EU. 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

Trussel om en global handelskrig, OPEC-møde og centralbanker, der forsøger at styre markederne. Det er blot nogle af de faktorer, som investorerne skal forsøge at forholde sig til for tiden. Lyt med når chefanalytikerne Anders Svendsen og Jan Størup diskuterer den seneste udvikling på de finansielle markeder – og samtidig ser frem mod den kommende uge, hvor inflation igen bliver et stort tema. 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 strat

Den europæiske centralbank vil højst sandsynligt først sætte renten op i efteråret 2019. Anderledes ser det ud i USA, hvor den amerikanske centralbank har sat renten op for 7. gang siden 2015. Og selv om flere renteforhøjelser med stor sandsynlighed er på vej, så risikerer det ikke at være nok til at tøjle den økonomiske vækst i USA. Lyt med når Anders Svendsen og Jan Størup diskuterer konsekvenserne af den seneste uges begivenheder på de finansielle markeder, og samtidig ser frem mod 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 bee

Efter flere uger hvor politik har fyldt det meste på de finansielle markeder, så er centralbankerne atter tilbage i førersædet. Den europæiske centralbank vil måske stoppe opkøbene af obligationer tidligere end ventet og i USA vil renten med meget stor sandsynlig igen blive sat op i næste uge. Lyt med når Jan Størup diskuterer den seneste udvikling med rente- og valutastrateg Andreas Steno. Og hør hvorfor du allerede søndag aften skal rettet blikket mod Schweiz, hvor befolkningen skal stemme om et kontroversielt forslag med vidtrækkende konsekvenser. 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 i

Politisk kaos i Italien og en stigende risiko for en global handelskrig har sat sit tydelige aftryk på de finansielle markeder. Men har vi lagt det værste bag os, eller vil uroen eskalere yderligere i de kommende uger? I denne podcast diskuterer Anders Svendsen og Jan Størup, hvordan den tiltagende politiske usikkerhed påvirker markederne for aktier, renter og valutaer. Lyt med og få et overblik over udviklingen, og hør hvad der er værd at holde øje med. 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

Har markederne overfortolket signalerne fra den amerikanske forbundsbank? Er der tegn på en afmatning i Europa, og hvorfor er der ingen bekymring for den politiske situation i Italien? Det, og meget mere såsom US dollars fortsatte optur, diskuterer Helge J. Pedersen og Anders Svendsen i denne uges podcast. Lyt med og få et indblik i udviklingen og de seneste trends i verdensøkonomien, og hør hvilke begivenheder det er værd at holde øje med på de finansielle markeder 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, bu

Olieprisen er steget til det højeste niveau siden 2014. Det betyder højere inflation og renter, men også at der kommer flere penge i den danske statskasse. Dollaren fortsætter med at styrkes, og svenske kroner har nået bunden. Lyt med når Helge J. Pedersen og Jan Størup Nielsen 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 s

I denne uges Finanskick snakker vi bl.a. valuta, hvor især dollar, pund og svenske kroner er i fokus efter de seneste store bevægelser. Kalenderen byder på en gyser af en rentebeslutning i Bank of England, og så har præsident Trump trukket USA ud af atomaftalen med Iran. Lyt med når Andreas Steno Larsen og Anders Svendsen vender udviklingen på finansmarkederne og diskuterer effekter og forventninger. 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 o

Lav inflation presser de danske renter ned, og gør den amerikanske dollar dyrere. Inflationen sætter dagsordenen på finansmarkederne - og er altafgørende for økonomien. Lyt med når Anders Svendsen og Jan Størup Nielsen taler om, hvorfor inflationen lige nu er så lav i Europa, og hvorfor udviklingen i USA kan være et forvarsel om, at epoken med usædvanlig lav inflation i Europa er ved at være slut - og effekterne heraf. 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 fina

Den amerikanske rente fortsætter med at stige, og dollaren viser tænder. Til gengæld er den svenske krone gået i hullet og handler nu på det laveste niveau siden slutningen af 2009 over for den danske krone. Hvad skyldes bevægelserne på valutamarkederne, og hvilke faktorer og hændelser kan vende den overvejende positive stemning på finansmarkederne? Lyt med når Helge J. Pedersen og Niels Christensen analyserer tendenser og diskuterer begivenheder og effekter 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, b

Ugen har været præget af stigende renter og en oliepris, som nu er på sit højeste siden 2014. Vil det få indflydelse på ECBs rentepolitik og de økonomiske nøgletal? 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 ad

Inflationen er på vej op i USA, men ikke i Europa. Vil svenske kroner komme i et nyt stormvej, når der på mandag offentliggøres tal for boligprisernes udvikling i Sverige? Og hvornår sætter Bank of England renten op? Lyt med når Helge J. Pedersen og Anders Svedsen 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

Bølgerne går højt på de finansielle markeder. Renterne falder og aktiemarkederne er ramt af en stigende frygt for en egentlig handelskrig mellem USA og Kina. Lyt med når Anders Svendsen og Jan Størup forklarer, hvorfor vi ser denne bølgegang, samt hvad de særligt holder øje med for tiden. Hør også hvorfor inflationstallene i næste uge er vigtige. 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

Årets første tre måneder har været præget af store udsving på både aktie- og rentemarkederne. Uroen vil formentlig fortsætte den kommende tid, hvor de økonomiske nøgletal samtidig forventes at falde lidt tilbage. Lyt med når Anders Svendsen og Jan Størup Nielsen diskuterer udviklingen og forsøger at forudse, hvad der kommer til at ske fremadrettet på de finansielle markeder – og også pointerer, hvorfor det er vigtigt at følge godt med i ugen efter påske, hvor der kommer vigtige nøgletal både fra USA og Europa. Rigtig god påske og på genhør. 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

Kalenderen varsler forår. Det gælder også på det danske boligmarked, hvor de lysere tider typisk er lig med flere handler og stigende priser. Så hvordan ser det ud i år! Er det nemmere at sælge sin bolig, og kan det stadig ske til en højere pris? Og hvad vej skal renten – er det nu, ”det sker”? Det diskuterer Lise Nytoft Bergman og Jan Størup Nielsen, når de tager temperaturen på det danske boligmarked, og giver deres bud på udviklingen på bolig- og rentemarkedet. Lyt med i denne særudgave og bliv klogere på, om det er nu, der skal handles! 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

Frygten for en handelskrig mellem USA og Kina holder de finansielle markeder i et jerngreb. Lyt med når Anders Svendsen og Jan Størup diskuterer effekten af Trumps trussel om yderligere importtold på kinesiske varer. Hør analytikernes bud på, hvordan det vil påvirke aktier og renter på sigt. Og så kigger de ind i påske-ugen, hvor inflationen igen bliver det store tema. 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 no

In this podcast, we discuss the key takeaways from "The ECB and Its Watchers" conference, attended by Chief Analyst Jan von Gerich: A more confident ECB is heading for its exit from quantitative easing, despite low inflation. We also take a look at a new research piece on so-called "super core inflation" in the Euro area, by Chief Analyst Anders Svendsen, and discuss how it still all adds up to our very dovish ECB view. Senior Analyst Tuuli Koivu hosts. 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 persona

Det har været en uge, hvor risikoen for en global handelskrig igen har domineret på de finansielle markeder. Rentefaldet fortsætter, mens norske og svenske kroner har fået et stærkt come-back. En ny stramning af pengepolitikken i USA ligger i kortene. Lyt med når Helge J. Pedersen og Jan Størup 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 instrument

Trumps toldplaner har i denne uge rystet de finansielle markeder, men er det sidste gang, at Trump kommer til at flirte med protektionistiske tiltag? Ikke hvis man spørger Nordeas eksperter... Derudover ændrede ECB sin forward guidance på ugens rentemøde, men lavrente-miljøet varer ved længe endnu – hør hvorfor, når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. I næste uge er der bl.a. fokus på dansk inflation. 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