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Bølgerne går højt på de finansielle markeder. Renterne falder og aktiemarkederne er ramt af en stigende frygt for en egentlig handelskrig mellem USA og Kina. Lyt med når Anders Svendsen og Jan Størup forklarer, hvorfor vi ser denne bølgegang, samt hvad de særligt holder øje med for tiden. Hør også hvorfor inflationstallene i næste uge er vigtige. 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

Årets første tre måneder har været præget af store udsving på både aktie- og rentemarkederne. Uroen vil formentlig fortsætte den kommende tid, hvor de økonomiske nøgletal samtidig forventes at falde lidt tilbage. Lyt med når Anders Svendsen og Jan Størup Nielsen diskuterer udviklingen og forsøger at forudse, hvad der kommer til at ske fremadrettet på de finansielle markeder – og også pointerer, hvorfor det er vigtigt at følge godt med i ugen efter påske, hvor der kommer vigtige nøgletal både fra USA og Europa. Rigtig god påske og på 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

Kalenderen varsler forår. Det gælder også på det danske boligmarked, hvor de lysere tider typisk er lig med flere handler og stigende priser. Så hvordan ser det ud i år! Er det nemmere at sælge sin bolig, og kan det stadig ske til en højere pris? Og hvad vej skal renten – er det nu, ”det sker”? Det diskuterer Lise Nytoft Bergman og Jan Størup Nielsen, når de tager temperaturen på det danske boligmarked, og giver deres bud på udviklingen på bolig- og rentemarkedet. Lyt med i denne særudgave og bliv klogere på, om det er nu, der skal handles! 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

Frygten for en handelskrig mellem USA og Kina holder de finansielle markeder i et jerngreb. Lyt med når Anders Svendsen og Jan Størup diskuterer effekten af Trumps trussel om yderligere importtold på kinesiske varer. Hør analytikernes bud på, hvordan det vil påvirke aktier og renter på sigt. Og så kigger de ind i påske-ugen, hvor inflationen igen bliver det 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 strategies and thus it does no

In this podcast, we discuss the key takeaways from "The ECB and Its Watchers" conference, attended by Chief Analyst Jan von Gerich: A more confident ECB is heading for its exit from quantitative easing, despite low inflation. We also take a look at a new research piece on so-called "super core inflation" in the Euro area, by Chief Analyst Anders Svendsen, and discuss how it still all adds up to our very dovish ECB view. Senior Analyst Tuuli Koivu hosts. 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 persona

Det har været en uge, hvor risikoen for en global handelskrig igen har domineret på de finansielle markeder. Rentefaldet fortsætter, mens norske og svenske kroner har fået et stærkt come-back. En ny stramning af pengepolitikken i USA ligger i kortene. Lyt med når Helge J. Pedersen og Jan Størup 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 instrument

Trumps toldplaner har i denne uge rystet de finansielle markeder, men er det sidste gang, at Trump kommer til at flirte med protektionistiske tiltag? Ikke hvis man spørger Nordeas eksperter... Derudover ændrede ECB sin forward guidance på ugens rentemøde, men lavrente-miljøet varer ved længe endnu – hør hvorfor, når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. I næste uge er der bl.a. fokus på dansk inflation. 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

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