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Centralbankerne 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

I 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

Kina 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

De 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

Krisestemning 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

Det 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

ECB 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

Seeing and hearing a lot about AI in the news? Wonder where all the hype is coming from? Have you ever worried about an AI becoming super-intelligent, taking over the world and having no use for humans? Or at least about AI replacing human jobs? Or are you a business leader, fearing that your company will become uncompetitive if it does not start using AI tools? In this podcast, Nordea Markets Chief Editor Martin O’Rourke talks to Johan Trocmé and Hemming Svensson from Thematics in Nordea Research, about these topics, which are covered in their Nordea On Your Mind report “AI: The dawn of the data age”. 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

Aktiemarkederne fortsætter fremgangen i lyset af nyheder fra handelsfronten, centralbankerne og med udsigt til, at det britiske parlament vil sige nej tak til et hårdt Brexit. Lyt med når Helge J. Pedersen og Morten Lund analyserer de seneste trends i verdensøkonomien og ser nærmere 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 personal recommendation of particular financial instruments or strategies and thus it does not provide individually ta

Nøgletallene er svage, men centralbankerne har fortsat tiltro til fremtiden. Håb om en snarling afslutning på handelskrigen løfter markederne. 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 i

Aktiemarkederne har fået en forrygende start på 2019. Det sker selv om de økonomiske nøgletal fra særligt Europa har været svage og den politiske usikkerhed fortsat er meget stor. Samtidig er renterne trukket endnu lavere og den amerikanske dollar er blevet dyrere. Lyt med når Andreas Steno og Jan Størup diskuterer den seneste udvikling på de finansielle markeder og samtidig ser frem mod en ny uge, der både byder på ny information fra den amerikanske centralbank samt vigtige erhvervstillidstal for euroområdet. 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 repor

Svag vækst og lav inflation giver dueagtige og tålmodige centralbanker over hele verden – på nær i Norge. Lyt med når Helge J. Pedersen og Andreas Steno Larsen 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 provide individually tailored investment advice, and does not take into account the indiv

Dueagtige centralbanker skaber god stemning på aktiemarkederne. International afmatning, men stor modstandskraft i 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 accou

Handelskrig, Brexit og den delvise nedlukning af den offentlige administration i USA har sendt en bølge af usikkerhed ind over de finansielle markeder. Frygten for, at det er forløberen for en egentlig økonomisk nedtur har også spredt sig til centralbankerne i både Europa og USA. Men er frygten overdrevet, og hvad sker der på de finansielle markeder, hvis der igen kommer ro på den politiske front? Lyt med når Anders Svendsen og Jan Størup diskuterer den seneste udvikling og ser frem mod en ny uge, der både byder på møde i den amerikanske centralbank og flere af de helt tunge økonomiske nøgletal. 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 Marke

Den gode stemning er tilbage på aktiemarkederne. Omvendt fortsætter Brexit-føljetonen uden ende, mens ECB sender dueagtige signaler. 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 accoun

Forkaster det britiske parlament Theresa Mays Brexit-aftale? Er Fed-bosserne ved at få gummiben og er tysk økonomi på vej i recession? 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 advice, and does not take into account

Turbulensen på de finansielle markeder er fortsat ind i det nye år. Dansk økonomi er bundsolid, men ikke afskærmet fra handelskrigen, og så kom Nationalbanken i december kronen til undsætning for første gang i næsten to år. 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 t

2018 bød på fire renteforhøjelser fra Fed og enden på ECBs opkøbsprogram, men markederne tror ikke på renteforhøjelser i 2019. Aktier har haft et sløjt år. Først fordi renterne steg og siden på forventning om virkelig sløj vækst i 2019. Det skal også gå ganske meget værre i Europa, hvis de lange renter skal blive på de nuværende ekstremt lave niveauer. Valutamarkederne kan næppe undgå større bevægelser i den nye år – må det blive et Godt Nytår! 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 recomme

Aktiemarkederne faldt som en sten, da den amerikanske forbundsbank satte renten op igen. Men hvorfor, når alle nu havde ventet det? 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 accoun

Stigende priser og flere handler har i flere år præget udviklingen på det danske boligmarked. Men intet varer ved – og vi ser opbrud og begyndende sprækker i fundamentet. På ejerlejlighedsmarkederne i de største byer er antallet af handler faldet, og priserne peger nedad. Vil tendensen fortsætte og brede sig i 2019, eller hvad kommer der til at ske? Det er udgangspunktet for denne podcast, hvor Lise Nytoft Bergman og Jan Størup Nielsen diskuterer udviklingen og udlægger Nordeas forventninger til boligmarkedet og renterne i det nye år. 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