Nordea Markets Insights Dk

ECB er ikke helt klar til at indrømme, at økonomien er kraftigt på vej ned i gear, mens både Fed, Norges Bank og måske også Riksbanken har renteforhøjelser i gavesækken. Fed er det store spørgsmålstegn for næste uge, og så overlevede May mistilliden. Lyt med når Anders Svendsen og Morten Lund 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 i

Renten er faldet til det laveste niveau i år som følge af usikkerhed og flugt til sikre havne, men den danske krone er kommet under pres. Hvornår kommer Nationalbanken på banen? 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 strategies and thus it does not provide individual

Der er lagt op til en gyser, når Theresa May i de kommende dage skal forsøge at overbevise det engelske underhus om at støtte den Brexit-aftale, som er blevet forhandlet på plads i mellem Theresa Mays administration og EU. D. 11 december er afstemningen i underhuset programsat til og vi venter at Theresa May lider et svigende nederlag. Det efterlader adskillige potentielle scenarier for udviklingen over de kommende måneder. Lyt med i vores Brexit-podcast hvor Seniorstrateg Andreas Steno Larsen og Brexit-analytiker Morten Lund vender hver en sten i spørgsmålet. 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 priv

Inflationen skuffer, og chefen for den amerikanske forbundsbank kommer med dueagtige signaler. Er der en vending på vej i pengepolitikken, eller overfortolker markederne centralbankerne. Lyt med når Helge J. Pedersen og Anders Svendsen diskuterer 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 ta

Brexit, handelskrig og budgetkampen mellem EU og Italien kaster lange skygger over aktiemarkederne. Kan faldet i olieprisen stabilisere verdensøkonomien, og kan Trump og Xi finde hinanden på G20 mødet i Buenos Aires? Lyt med når Helge J. Pedersen og Anders Svendsen diskuterer de seneste trends i verdensøkonomien, og taler om 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

Det politiske kaos i Storbritannien når nye højder. Det får aktierne til at falde og de danske renter trækker lavere som følge af den stigende usikkerhed. Og det er langtfra slut. Lyt med når UK-analytiker Morten Lund og Jan Størup diskuterer den seneste udvikling, og samtidig ser frem mod næste uge, hvor vi også får næste kapitel i det italienske budgetslagsmål med 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 strategies and thus it does

Aktiemarkedet tog pænt imod resultatet af det amerikanske midtvejsvalg. Forbundsbanken holder renten uændret og inflationen er på vej op i euroområdet. Lyt med når Helge J. Pedersen og Anders Svendsen giver indblik i 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

Efter store aktiefald i oktober er november begyndt med fornyet optimisme. Næste store begivenhed er midtvejsvalget i USA. Kan det svække Trump? Få indblik i de seneste økonomiske trends samt 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 individual investor’s particular fi

Aktieuroen fortsætter, men alligevel er den danske krone kommet under pres. Kan det få Nationalbanken til at sætte renten op? Lyt med når Helge J. Pedersen og Jan Størup Nielsen diskuterer udviklingen på de finansielle markeder og analyserer de seneste trends i verdensøkonomien og ser på 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,

Nervøsiteten har lagt sig som en tung dyne over de finansielle markeder. Det har udløst store udsving på aktiemarkederne og sendt de danske renter lavere. I denne podcast kigger analytikerne Jan Størup og Morten Lund nærmere på ophavet til uroen, og ser samtidig frem mod den kommende uges begivenheder, der bl.a. byder på flere vigtige centralbankmøder. 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

Aktiemarkederne har taget et ordentligt dyk. Men hvorfor, når nu det går godt i USA? Og Hvordan kan det være, at emerging markets valutaerne klarer sig fint, selvom renterne er kørt op? 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 provide indivi

Er den italienske statsgæld ved at løbe løbsk? Og hvorfor bliver den amerikanske centralbank ved med at signalere nye renteforhøjelser i en tid, hvor den globale vækst er under pres som følge af truslen om en global handelskrig? De spørgsmål forsøger chefanalytikerne Anders Svendsen og Jan Størup at besvare i denne podcast, hvor de også fortæller hvorfor inflationstallene i næste uge kan få en afgørende betydning. 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

Den italienske regering har lagt op til en hård konfrontation med resten af eurolandene omkring næste års finanslov. Det presser aktierne ned, euroen svagere og renterne lavere i de sikre lande (herunder Danmark. Alt imens fortsætter den amerikanske centralbank med at sætte renten op. Lyt med når chefanalytikerne Uffe Kalmar og Jan Størup diskuterer den seneste udvikling – og giver deres bud på, hvad der vil bevæge de finansielle markeder 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

Brexit rykker nærmere, men der er fortsat ingen aftale mellem EU og Storbritannien. Samtidig ser vi medvind til Emerging Markets, men kan det vare ved? Og hvorfor styrkes norske kroner ikke, selvom Norges Bank har sat renten op? 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 thu

ECB holdt som ventet renten uændret på mødet i torsdags, mens den tyrkiske nationalbank til gengæld satte renten voldsomt i vejret. Men er det nok til at redde liraen, og sætter Norges Bank renten op i næste uge? 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 n

Kommer kronen igen efter valget, har dollaren toppet, og stiger den amerikanske inflation igen? 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 individual inv

Der er tale om en markant nedjustering af væksten for dansk økonomi i år. Men viser tallene et reelt billede – står det så galt til herhjemme? Og hvorfor rammer USA muren i 2020, hvor ECB sætter renten op? Det diskuterer Helge J. Pedersen og Jan Størup Nielsen blandt andet i denne særudgave, hvor vi stiller skarpt på indholdet i Nordeas nye økonomiske prognose, Nordea Economic Outlook. 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 an

Vender Donald Trump et nyt kapitel i handelskrigen med Kina? Kommer Emerging Markets valutaerne tilbage og hvad med svenske kroner? 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 account

Der er umiddelbart ro på de finansielle markeder, om end pilen vender nedad for britiske pund og svenske kroner, ligesom den danske krone også er under pres. Og så er der flere renteforhøjelser på vej fra USA. Lyt med når Helge J. Pedersen og Jan Størup Nielsen anlyserer 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

Mens den tyrkiske lira er stabiliseret – for nu – er der stadig blus på handelskrigen, som dermed fortsat sætter dagsordenen på finansmarkederne. Alt imens spekuleres der i det næste træk fra den amerikanske forbundsbank (Fed) - skal vi forvente nye signaler fra Fed ved de forestående møder? Og hvad med tomgangen i den økonomiske stemning i euroområdet – vender den snart? Det og meget mere analyserer og diskuterer cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen fra Nordea Markets i denne uges podcast. Lyt med og bliv opdateret på udviklingen på de finansielle markeder, og få indblik i de seneste trends i verdensøkonomien og, hvilke begivenheder, der er værd at holde høj med på finansmarkederne. 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 no