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De økonomiske nøgletal for euroområdet tyder på, at der fortsat venter nogle svære kvartaler forude. Det vil kunne presse inflationen yderligere ned, men følger renterne med? Lyt med når cheføkonom Helge J. Pedersen og Anders Svendsen tager pulsen på de finansielle markeder og europæisk økonomi. 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

Inflationen faldt yderligere i USA i oktober. Det gav anledning til store rentefald på de finansielle markeder. Dansk økonomi er i teknisk recession, men det skal vi ikke lægge for meget i. Lyt med når cheføkonom Helge J. Pedersen og Jan Størup Nielsen tager pulsen på de finansielle markeder og dansk økonomi. 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

Der er fortsat store udsving på de finansielle markeder, men vi føler os overbeviste om, at også Fed nu har sat renten op for sidste gang. Inflationen i Danmark nåede ned på 0,1% i oktober, men bunden er nok nået i denne omgang. Lyt med når cheføkonom Helge J. Pedersen og Niels Christensen tager pulsen 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 invest

De økonomiske nøgletal peger på, at pengepolitikken nu er begyndt at virke på både den økonomiske aktivitet og inflationen og renten blev ikke ændret på nogle af ugens vigtige rentemøder. Det er en udvikling, som der er blevet taget godt imod på de finansielle markeder. Lyt med når cheføkonom Helge J. Pedersen, Niels Christensen og Philip Maldia tager pulsen 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

På sit møde i Athen valgte ECB at holde renten uændret efter at have sat den op på hvert af de foregående ti rentemøder. Er toppen nu nået, hvad er de økonomiske udsigter og kan Danmarks Nationalbank måske finde på at sætte renten op helt af sig selv? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen 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

Krigen i Israel er endnu et tegn på, at vi befinder os i urolige tider. Men udviklingen har ikke været i stand til at ryste de finansielle markeder. Lyt med når cheføkonom Helge J. Pedersen og senior strateg Simon Kristiansen tager pulsen 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 invest

Hvorfor er det lige, at renten bare bliver ved med at stige, hvordan står det til i dansk økonomi og hvad skal vi vente os af inflationen? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på de finansielle markeder og dansk økonomi. 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 individua

Siden pandemien har Kina haft svært ved at komme tilbage på vækstsporet. Det kan få stor økonomisk betydning både globalt og herhjemme. Men Kina har også sat fuld fart på den grønne omstilling, og de seneste nøgletal indikerer, at der måske venter bedre tider forude. Lyt med når cheføkonom Helge J. Pedersen og Principal Economist i Nationalbanken Amy Zhuang tager pulsen på økonomien i Riget i Midten. 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

Der har været rentemøder i mange lande i denne uge, men ikke alle centralbanker valgte at sætte renten op. Euroområdet er hårdt ramt på økonomien og så kommer der nyt fra inflationsfronten i både USA og Europa i næste uge. Lyt med når cheføkonom Helge J. Pedersen og Niels Christensen tager pulsen på international økonomi og 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 individ

ECB har sat renten op igen, men signalerer, at toppen er nået. Olieprisen stiger igen, og så er der udsigt til en usædvanligt spændende uge med rentemøder i bl.a. USA, Sverige og Norge samt nyt om udviklingen i den skrantende europæiske økonomi. Lyt med når cheføkonom Helge J. Pedersen og Anders Svendsen tager pulsen på dansk international økonomi og 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

Nu rammes dansk og især europæisk økonomi af den strammere pengepolitik. Er en blød landing det mest sandsynlige, og er ECB færdig med at sætte renten op? Lyt med når cheføkonom Helge J. Pedersen og Jan Størup Nielsen tager pulsen på dansk økonomi og 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

Vi har været gennem en forholdsvist rolig uge på de finansielle markeder, som bl.a. har skullet fordøje indtrykkene fra centralbankchefernes taler på Jackson Hole symposiet i sidste uge, men også nye oplysninger om inflationsudviklingen i både Europa og USA. Lyt med når cheføkonom Helge J. Pedersen sammen med Anders Svendsen og Philip Maldia tager pulsen på international økonomi og 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 instru

Svage nøgletal fra euroområdet har ført til store bevægelser på de finansielle markeder. Får det også betydning for pengepolitikken, og hvad skal vi vente fra Jerome Powell og Christine Lagarde, når de går på podiet i Jackson Hole? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på international økonomi og 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 doe

Amerikansk økonomi er i topform, men de offentlige finanser følger ikke med. Det trækker renterne op og aktierne ned. Kommer der nye meldinger fra centralbankerne på Jackson Hole symposiet? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på international økonomi og 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 invest

Centralbankerne har henover sommeren taget endnu et skridt mod rentetoppen. Inflationen i Danmark steg i juli for første gang i ni måneder i Danmark. Skal vi vænne os til en ny virkelighed? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på dansk økonomi og 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 adv

Stærke kræfter trækker inflationen ned for tiden. Det var vi vidne til i både Danmark og USA i denne uge. Men er det holdbart og hvad betydning får det for pengepolitikken? Lyt med når cheføkonom Helge J. Pedersen og makro strateg Philip Maldia tager pulsen på de finansielle markeder i denne sidste podcast inden sommerferien. 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 a

Det går næsten for godt i amerikansk økonomi, og renten har igen sat kursen nordpå. Svenske og norske kroner har aldrig været svagere over for den danske krone. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen 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 individ

Der var stor fremgang i dansk økonomi i årets første kvartal, hvor også beskæftigelsen satte ny rekord. Men hvor længe kan det blive ved, og hvad sker der med inflationen og renten? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på dansk økonomi og 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

Hvor står vi i kampen mod den globale opvarmning og klimaforandringerne og hvad er de største udfordringer for at opfylde de ambitiøse klimamål? Lyt med når cheføkonom Helge J. Pedersen har dekan ved Syddansk Universitet og formand for klimarådet, Peter Møllgaard, med i studiet til en snak om tidens allervigtigste 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 not provide individually tailored investment advice

Som ventet satte Fed de pengepolitiske stramninger på pause, mens ECB og Nationalbanken fortsatte rentestigningerne. Det overraskende var de ret klare udmeldinger fra både Frankfurt og Washington om, at renten på ingen måde ikke har nået toppen endnu. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på de finansielle markeder og dansk økonomi. 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 a