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Selvom renten ikke er blevet sat så meget ned som ventet i begyndelsen af året, har økonomierne klaret sig godt. Det er blevet belønnet af investorerne, som har sendt aktiekurserne i ny rekord. Og der er måske udsigt til mere i andet halvår, hvor bl.a. det amerikanske præsidentvalg kommer i fokus. Lyt med når cheføkonom Helge J. Pedersen og Simon Kristiansen tager pulsen på global 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 financi

Inflationen er fortsat for høj i euroområdet, men vil det afholde ECB fra at sætte renten ned til efteråret? I næste uge vil markederne fokusere på resultatet af det franske valg og nyt fra inflationsfronten i USA. Lyt med når cheføkonom Helge J. Pedersen og Anders Svendsen tager pulsen på global 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 inves

2024 har indtil videre budt på store overraskelser for økonomer og investorer, og ikke mindst styrken i den amerikanske økonomi er kommet bag på mange. Det har haft stor betydning for udviklingen på de finansielle markeder Lyt med når cheføkonom Helge J. Pedersen 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 instruments or strategies and thus it does not provide individuall

Det har været et godkendt halvår for dansk økonomi, hvor arbejdsmarkedet har overtaget rollen som ledetråd for den overordnede udvikling. Usikkerheden om fransk økonomi betyder lavere renter, som kan komme boligejerne til gode. 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 individuall

Renten har været på rutsjetur i denne uge, hvor investorerne har haft fokus på udviklingen i USA. Men usikkerhed om bl.a. den politiske situation i Frankrig i kølvandet på valget til Europa-Parlamentet har også sat sine spor på de finansielle markeder. Lyt med når cheføkonom Helge J. Pedersen og Niels Christensen tager pulsen på de finansielle markeder og international 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 thu

Så kom den første rentesænkning fra ECB i næsten fem år og Nationalbanken fulgte som ventet trop. Nu rettes fokus mod rentemødet i USA i næste uge. Det finder sted på et tidspunkt, hvor der er begyndende tegn på svaghed i den ellers så bomstærke amerikanske økonomi. Det har ført til rentefald og stigende aktiekurser. Lyt med når cheføkonom Helge J. Pedersen sammen med Anders Svendsen og Niels Christensen tager pulsen på de finansielle markeder og dansk og international 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 i

I næste uge sætter ECB med meget stor sandsynlighed renten ned og Nationalbanken følger trop. Det sker på et tidspunkt, hvor dansk økonomi er i fremgang og arbejdsmarkedet overrasker positivt måned efter måned. 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 t

De økonomiske nøgletal indikerer, at væksten er på vej tilbage i euroområdet. Men de stærke arbejdsmarkeder fører også til et stigende lønpres. Hvad bliver ECB’s svar på den udvikling, når de om to uger skal tage stilling til, om renten skal sættes ned eller forblive uændret? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på de finansielle markeder og international 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 financi

Svage nøgletal og dueagtige udtalelser fra Fed har ført til et stort rentefald i USA, som har spredt sig til Europa. Det er en udvikling, som har givet medvind til aktierne, men modvind til dollaren. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på de finansielle markeder og international 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 tai

Aktiemarkederne har oplevet en stor optur siden efteråret. Og det er efterhånden ikke kun tech-selskaberne, som driver udviklingen. Men forsinkede rentenedsættelser, lidt høje værdiansættelser, øget geopolitisk risiko og valg i USA øger risikoen for mere volatile markeder fremadrettet. Lyt med når cheføkonom Helge J. Pedersen og chefstrateg Josephine Cetti tager pulsen på de finansielle markeder og international økonomi. 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 ins

Vi har udgivet en ny prognose, som forudser en blød landing i verdensøkonomien og en solid fremgang i dansk økonomi. Men nervøsiteten fortsætter på markederne op til næste uges rentemøde i USA. 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 investmen

Der er opstået tvivl på de finansielle markeder om, hvor meget og hvor hurtigt pengepolitikken bliver lempet i USA. Samtidig får den usikre situation i Mellemøsten investorerne til at søge mod de sikre havne. Det er med til at styrke dollaren og svække den svenske krone. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på de finansielle markeder og international 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 i

Budskabet fra ECB var ret klart på ugens rentemøde. Pengepolitikken lempes til juni, også selvom forventningerne til, hvornår renten sættes ned i USA, udskydes gang på gang. Begge dele kan få stor betydning for boligejerne og investorerne. Lyt med når cheføkonom Helge J. Pedersen, chefanalytiker Anders Svendsen og chefanalytiker Anders Skytte Aalund tager pulsen på de finansielle markeder og dansk og international 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

Inflationen i Europa er fortsat på vej ned, mens arbejdsmarkederne forbliver stærke og økonomien ser bedre ud end længe. Hvad bliver udmeldingen fra Christine Lagarde&Co. på næste uges rentemøde i Frankfurt og er der grund til at vente, at Nationalbanken reagerer anderledes, end ECB, når renten formentlig bliver sat ned til juni? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på de finansielle markeder og international 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 inten

Festen fortsætter på de finansielle markeder ovenpå udmeldingen fra den amerikanske forbundsbank, Fed, om at renten bliver sænket i år. Men der har også været interessante rentemøder i mange andre lande. Bl.a. har Bank of Japan sat renten op. For første gang i 17 år! Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på de finansielle markeder og international 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 inst

Aktiekurserne fortsætter fremgangen, mens investorerne kigger frem mod vigtige nøgletal og centralbankmøder i næste uge. ECB har klargjort, hvordan man vil nedbringe overskudslikviditeten i euroområdet. Det vil resultere i en stejlere rentekurve. Lyt med når cheføkonom Helge J. Pedersen, chefanalytiker Anders Svendsen og makrostrateg Philip Maldia tager pulsen på de finansielle markeder og international 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

Selvom intet er givet, tyder mere og mere på, at ECB sætter renten ned til juni. Løn- og inflationsudviklingen bliver afgørende for bankens beslutninger. Stemningen er høj på de finansielle markeder, hvor aktiekurserne sætter nye rekorder. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på de finansielle markeder og international 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 th

De økonomiske nøgletal for den amerikanske økonomi er så gode, at der ikke kommer nogen rentesænkning fra Washington på denne side af sommeren. Til gengæld kan vi fortsat vente, at ECB sætter renten ned i juni og at Nationalbanken følger efter. En svag yen giver anledning til et stærkt comeback til japanske aktier. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på den internationale 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

Houthi-bevægelsens angreb på den internationale skibstrafik i og omkring det Røde Hav har ført til kraftigt stigende transportomkostninger på sejlads fra Asien til Europa og den amerikanske østkyst. Men har fragtpriserne allerede nået toppen, og hvordan ser det ud for søtransporten gennem Panama-kanalen, som er udfordret af vejrfænomenet El Nino? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker i Xeneta Peter Sand tager pulsen på den internationale skibstrafik. 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 i

Fed valgte som ventet ikke at ændre på renten på sit møde i denne uge. Men hvor længe holder Fed pause, og hvor længe varer vækstpausen i dansk økonomi? 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 not take into account the individual