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Markederne er åndet lettet op på meldingen om, at Donald Trump skal mødes med Xi Jinping i Sydkorea for at tale om de fremtidige handelsrelationer mellem USA og Kina. Guldprisen styrtdykker, og så er der spændende rentebeslutninger på dagsordenen i Fed og ECB. Lyt med når cheføkonom Helge J. Pedersen og chefstrateg Josephine Cetti 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

De finansielle markeder har i denne uge været tynget af den verbale optrapning af toldkrigen mellem USA og Kina. Det har også sat sine spor på de danske renter, som er faldet til det laveste niveau siden juni. Lyt med når cheføkonom Helge J. Pedersen og Jan Størup Nielsen 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 doe

Det går godt i amerikansk økonomi, og der venter flere rentenedsættelser fra Fed. Det er nogle af hovedindtrykkene fra en studietur til USA. Lyt med når cheføkonom Helge J. Pedersen og Anders Svendsen tager pulsen på amerikansk 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 individual investor

Boligpriserne er tordnet op over de seneste år – og ikke mindst i København. Men er der en årsag, er der grund til bekymring, og hvorfor blev der handlet så mange sommerhuse i august? Lyt med når cheføkonom Helge J. Pedersen og boligøkonom Lise Nytoft Bergmann tager pulsen det danske boligmarked. 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

’Risk management’ kaldte chefen for Fed det, da renten i USA blev sat ned i onsdags. Det er den også blevet i Norge og så er næste uge spækket med spændende nøgletal for både dansk og international økonomi. Lyt med når cheføkonom Helge J. Pedersen og Jan Størup Nielsen 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 d

Mens ECB udtrykker tilfredshed med tingenes tilstand, er der langt mere usikkerhed omkring pengepolitikken i USA. Der synes at være enighed om at renten endelig sættes ned i Washington, men med hvor meget og hvorfor? Lyt med når cheføkonom Helge J. Pedersen, Anders Svendsen og Philip Maldia Madsen 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 p

Der er fortsat god gang i dansk økonomi, selvom vækstskønnet for i år er blevet nedjusteret. Udsigten til skatte- og afgiftslempelser i 2026 vil i kombination med et fortsat stærkt arbejdsmarked og et glohedt boligmarked gøre privatforbruget til det nye vækstlokomotiv. Og så passer det meget godt, at ECB er færdig med at sænke renten. 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 pe

Præsident Trump har længe tordnet for, at renten skal sættes ned i USA. Og på sidste uges Jackson Hole symposium antydede formanden for Fed, Jerome Powell, at en rentesænkning ligger klar til at blive hevet frem fra skuffen. Men hvor mange gange vil Fed sætte renten ned, og hvordan går det med dollaren? Lyt med når cheføkonom Helge J. Pedersen og Philip Maldia Madsen tager pulsen på amerikansk 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 part

Investorerne har belønnet de flotte kvartalsregnskaber, som især de store amerikanske virksomheder har præsteret. Men kan det vare ved, og hvad skal vi vente af markedsreaktion ovenpå Powell’s tale på Jackson Hole symposiet? Lyt med når cheføkonom Helge J. Pedersen og chefstrateg Josephine Cetti 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 provi

Der hersker en rolig stemning på de finansielle markeder og risikoappetitten er i top blandt investorerne. Trumps toldpolitik har endnu ikke givet anledning til alvorlige økonomiske problemer og der er store forventninger til, at Fed snart sænker renten og håb om en afslutning på krigen i Ukraine. ECB og Nationalbanken er derimod færdige med at lempe pengepolitikken og herhjemme er inflationen igen på vej op. Lyt med når cheføkonom Helge J. Pedersen og Jan Størup Nielsen tager pulsen på dansk og international økonomi samt 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 invest

Det har været en forholdsvis rolig sommer på de finansielle markeder. Det skyldes bl.a. handelsaftalen mellem EU og USA, som blev indgået lige inden præsident Trumps deadline udløb. En vis usikkerhed opstod dog, da de amerikanske jobtal for juli måned viste en markant svagere udvikling end ventet. Lyt med når cheføkonom Helge J. Pedersen og 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

Hovedrevision af nationalregnskabet tegner et nyt billede af styrken i dansk økonomi. Trump udskyder deadline for handelsaftaler med de fleste lande, men truer andre med højere told. ECB holder renten uændret på sit næste rentemøde. 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 individu

Nye nøgletal viser, at den amerikanske økonomi fortsat er i fremgang, og at inflationen er under kontrol i Europa. Præsident Trump’s ’big beautiful bill’ er blevet vedtaget i Kongressen, og Danmark har overtaget formandskabet for EU med klare prioriteter for EU’s sikkerhed og konkurrenceevne. Lyt med når cheføkonom Helge J. Pedersen og 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 financ

Rallyet i amerikanske aktier er fortsat i den sidste uge på baggrund af ro i Mellemøsten, et stort fald i olieprisen og forventning om, at Fed sænker renten. Der er grund til at udtrykke optimisme for aktieåret 2025, men er forsvarsaktierne ved at være for dyrt fastsat? Lyt med når cheføkonom Helge J. Pedersen og chefstrateg Josephine Cetti 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

Ugen har budt på rentemøder i mange centralbanker. I Sverige, Norge og Schweiz blev renten sat ned, mens den blev holdt uændret i Storbritannien og USA. Hvad skal der egentlig til, for at Fed også sænker renten i USA? Lyt med når cheføkonom Helge J. Pedersen og Philip Maldia Madsen tager pulsen på amerikansk 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

Israels angreb på Irans nukleare program har ført til en markant stigning i olieprisen. Dansk økonomi er stærk og i næste uge er der centralbankmøder i bl.a. USA, Sverige og Norge. Lyt med når cheføkonom Helge J. Pedersen og Jan Størup Nielsen 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 i

Det vælter ud med økonomiske prognoser for tiden. Fælles for dem er, at de er fanget i et minefelt af toldsatser og Trump-kaos og risikerer at blive ændret markant til efteråret. Lyt med når cheføkonom Helge J. Pedersen 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 investment advice, and does not take into account the

Trumps zig-zag kurs i toldpolitikken giver store bevægelser på de finansielle markeder. ECB står klar til at sætte renten yderligere ned og Nationalbanken følger med. Lyt med når cheføkonom Helge J. Pedersen og 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 investment advice, and does not take into accou

Handelskrigen har givet anledning til uro på finansmarkederne og sendt mørke skyer over de økonomiske udsigter. Men vi venter ikke, at verdensøkonomien går helt i sort og dansk økonomi står godt rustet til at imødegå udfordringerne. 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 indivi

Handelsaftalen mellem USA og Storbritannien samt USA og Kina’s beslutning om at reducere deres astronomiske bilaterale toldsatser har ført til et rally på verdens aktiebørser. Den amerikanske dollar er dog ikke styrket tilsvarende og skal nok svækkes yderligere. Lyt med når cheføkonom Helge J. Pedersen og Philip Maldia Madsen 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 stra