Nordea Markets Insights Dk

Dansk økonomi er i topform, men præsident Trumps udmelding om, at USA vil lægge told på import af stål og aluminium har ført til ny usikkerhed på de finansielle markeder. I næste uge rettes fokus mod rentemødet i ECB og den vigtige beskæftigelsesrapport fra USA. 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.

Market rumours about the death of the famous Phillips curve are exaggerated. Fed believes in the Philips curve – the relationship between wages and unemployment – and so do we. Listen in when our analysts; Jan Von Gerich, Kjetil Olsen and Anders Svendsen discuss the Fed outlook and the risk of rising wage growth and inflation in the US. Hear why this means that Fed may have to hike rates further than the 7 hikes we already forecast. Join our analysts in this special podcast and you will also hear why the markets are likely to face even more volatility going forward. 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 p

Vi har ændret prognosen for den amerikanske pengepolitik og forudser nu højere renter. Hør hvad der ligger til grund for ændringen, og hvorfor vi har en spændende uge i vente! Her kommer der bl.a. nyt fra inflationsfronten i Euro-området og USA, og herhjemme får vi at vide om dansk økonomi kom tilbage på vækstsporet i fjerde kvartal af 2017. Så lyt med og få overblik og indblik med Helge J. Pedersen og Anders Svendsen, der 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 t

Aktiemarkeder trodser urovækkende høje inflationstal fra USA og korrigerer opad. Er nervøsiteten ved at ebbe ud – eller er det stilhed før næste storm? Og hvordan vil Fed så agere i 2018? Lyt med når Morten Lund og Andreas Steno analyserer udviklingen på de finansielle markeder, og i denne udgave bl.a. også diskuterer svækkelsen af den danske kronen i januar – og giver deres bud på, hvad det er værd at holde øje med i næste uge og fremadrettet. 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 recomm

Store fald på aktiemarkederne, højere renter og en stigende usikkerhed holder de finansielle markeder i et jerngreb. Men hvor længe kommer det til at vare? Og hvilken vej kommer aktierne og renterne til at gå, når markederne igen falder til ro? Lyt med når Andreas Steno og Jan Størup analyserer den aktuelle udvikling og kigger frem mod næste uge, hvor inflation igen bliver det helt 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 strat

Renterne er over de seneste uger steget kraftigt. Samtidig er dollaren blevet svækket, hvilket har ramt aktiemarkederne i navnlig Europa hårdt. Men kommer renterne til at stige yderligere, og er aktierne i gang med et større tilbagefald? Lyt med når Anders Svendsen og Jan Størup analyserer den aktuelle tilstand på de finansielle markeder, og få deres bud på hvad man skal holde øje med i næste 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 intended as a personal recommendation of particular financial instruments or s

Italians head to the polls on 4 March in an election hugely important for Italy and for Europe. Italy needs reforms to lift growth and solve its looming public debt issue. Europe needs a stable, cooperative Italy that wants to remain in the Euro area. Neither will get what it needs. The political uncertainty is already having an impact on financial markets. Hear more in this podcast with Anders Svendsen and Jan von Gerich about the possible outcomes and market ramifications. Read the full research piece: "Italy: Splitting the votes" on nordeamarkets.com 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 o

Med et nyhedsfattigt rentemøde i ECB fortsatte euro'en himmelflugten over for den amerikanske dollar. Passer det Donald Trump? Og hvad bliver meldingerne fra Fed i næste uge, som også byder på mange spændende nøgletal? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og stiller skarpt på den kommende uges begivenheder på de finansielle markeder. Og næste uge byder vi også på en speciel-podcast om det italienske valg. 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 a

Der er fuld kraft på det synkrone opsving i verdensøkonomien med god medvind til de finansielle markeder og råvarepriserne. Mens verdensøkonomien buldrer derudad, intensiveres kampen om kvalificeret arbejdskraft - og det slag kan få afgørende betydning. Lyt med når Helge J. Pedersen og Jan Størup Nielsen dykker ned i en frisk udgave af Nordea's Economic Outlook og går tæt på udviklingen i verdensøkonomien, og bl.a. diskuterer "den polske blikkenslagers" betydning for de finansielle markeder, og ser på opjusteringer, muligheder og faldgruber - og udsigterne til strammere pengepolitik og mere meget. 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 Mark

Det helt store samtaleemne på de finansielle markeder har været den fortsatte styrkelse af euro’en, som besværliggør ECBs bestræbelser på at få inflationen tilbage til 2%. Og nu, venter hele verden på Draghi & Co.’s kommentarer til udviklingen, når ECB holder rentemøde på torsdag. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og stiller skarpt på 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 person

Efter en stærk begyndelse på året er aktiekurserne faldet lidt tilbage. Det skyldes bl.a., at renterne er steget i kølvandet på referatet fra ECBs møde i december. Samtidig er euroen steget til det højeste niveau over for dollar siden årsskiftet 2014-15. Så hvad bør man holde øje med på den korte og længere bane? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og stiller skarpt på 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

De finansielle markeder har fået en nærmest euforisk start på året. Det førende amerikanske aktieindeks, Dow Jones har atter sat ny rekord, og råvarepriserne er forsat opadgående med olie og metaller i spidsen. Samtidig er renterne begyndt at røre på sig igen. Hvad bunder euforien i – og hvor peger pilen så hen? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer højdepunkter og udviklingen i verdensøkonomien og ser på hvilke finansielle begivenheder vi har i vente. 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

“Don’t panic” is Jan von Gerich’s response to the recent flattening of the US yield curve. Yet an inversion of the yield curve has proceeded each and every US recession since the mid-50s. Hear why we don’t need to worry just yet in this podcast where Anders Svendsen and Jan von Gerich discuss the various scenarios and what “danger signals” to be aware of. Read the full research piece “Yield curve not sending recession signals yet”: http://ndea.mk/2F3EnbZ. 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

Dansk økonomi har skiftet gear over det seneste år og er på vej ind i den første højkonjunktur siden finanskrisen. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer udviklingen i dansk økonomi gennem 2017 og ser ind i 2018. Hør hvad det nye år ventes at byde på, og hvad Helge og Jan mener, det er værd at holde øje med i det nye år. Rigtig godt nytår - og på genhør i 2018! 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

Frygt for et kollaps på det svenske boligmarked har ført til et markant pres på den svenske krone, men Riksbanken tøver med at sætte renten op, selvom inflationen er vendt tilbage til målsætningen. Lyt med når Helge J. Pedersen og Jan Størup Nielsen bl.a. diskuterer den seneste udvikling på rente- og aktiemarkederne og analyserer finansielle og politiske trends i verdensøkonomien. Klik og få et overblik over hvad årets sidste uge byder på af finansielle nyheder. Glædelig jul og godt nytår – og på snarligt 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 whom the publication or re

En stor centralbanksuge går på hæld. Fed, ECB og Norges Bank holdt alle møde, og sidstnævnte endte med at være mest interessant. Anders Svendsen snakker med Andreas Steno Larsen om svenske og norske kroner samt Riksbankmøde og amerikansk skattereform 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 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

Verdensøkonomien er i topform ved indgangen til 2018, men alligevel er centralbankerne tøvende med at stramme pengepolitikken. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og ser på begivenhederne 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, 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 ac

OPEC har besluttet at holde produktionen af olien i kort snor. Men er det nok til at holde olieprisen oppe, og får det betydning for rentepolitikken i euroområdet og USA? 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

Er der fremgang i dansk økonomi? Hvordan går det med inflationen? Og hvad med olieprisen? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i dansk økonomi og den kommende uges 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 h

Det har været en uge, hvor de finansielle markeder har været præget af faldende risikoappetit og en markant svækkelse af norske og svenske kroner. Lyt med når Helge J. Pedersen og Anders Svendsen bl.a. diskuterer udviklingen på de nordiske boligmarkeder og i emerging markets, samt den kommende uges 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 doe