Nordea Markets Insights Dk

Did your predictions for 2016 come true? What's the forecast for 2017 – any investment tips? Hear what our senior analyst Aurelija Augulyte predicts to be the market surprises this year, and why she’s turning ‘bearish’. Listen to what the senior analyst would go for in 2017 and what she would avoid. Figure out if gold could make a comeback this year - and hear why Aurelija now, opposed to last year, would buy bonds, and learn which currencies is a "must have" in any portfolio. Tune in now – we're talking investment tips for 2017 in a nutshell. 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 investor

Hvis du syntes 2016 var et højspændt og interessant år, så kan du godt glæde dig til 2017, der kommer lige så meget fart på finansmarkederne og drama på den politiske front. Det vurderer vores to chefanalytikere, Anders Svendsen og Jan Størup Nielsen i denne specielle nytårs-podcast, hvor vi diskuterer historiske begivenheder, reaktioner og overraskelser i 2016 – og ser ind i 2017. Hør chefanalytikernes forventninger til udviklingen på aktiemarkederne, på renterne, olieprisen, dollarkursen, og hvad der kan trigge eller bremse væksten. Lyt med og hør om risici og muligheder i 2017. 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 in

KICK: Hvad er drivkraften bag heftig aktie-optur, og hvad skyldes opbremsningen – er der dømt juleferie? Hør chefanalytiker Jan Størup Nielsens vurdering af udviklingen på de finansielle markeder – herunder effekterne af en yderligere styrket US dollar, til glæde for eksporten, men skidt for dansk privatforbrug. Lyt med og hør hvorfor, og hvad investorer bør holde øje med, før året rinder ud. 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 strate

KICK: Positiv stemning præger de finansielle markeder op til jul i kølvandet på en renteforhøjelse fra Fed og med flere rentemøder i sigte. Hør chefanalytiker Anders Svendsens bud på, hvad vi kan vente os fra den svenske og japanske centralbank, og hvornår Fed vil forhøje renten igen. Lyt med og få indblik i, hvad der driver de positive takter på finansmarkederne, der p.t. er præget af aktierekord, højere renter, stærkere US dollar og højere oliepriser - og hvad du bør holde øje med. 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

Den europæiske centralbank overrasker markedet med ændringer til det igangværende opkøbsprogram, der kan påvirke renteudviklingen. Vi kigger på S&P500 indekset, der ser ud til at forsætte den positive trend, og hvad det ligger bag denne udvikling. Den amerikanske centralbank mødes i midten af næste uge hvor vi forventer, at der kommer en rentestigning. Vi vurderer den forventede markedsreaktion. 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

“Another brick in the wall” – ny global prognose fra Nordea. Væksten i verdensøkonomien vil tiltage over de kommende år og de lange renter vil trække højere. Dansk økonomi ventes også at vokse hurtigere, løftet af en højere beskæftigelse og stigende boligpriser. Den største trussel mod opsvinget er protektionisme og stigende politisk usikkerhed. Hør Cheføkonom, Helge Pedersens prognose for den kommende tid. 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 instr

KICK: OPEC-landene blev enige om at skære i olieproduktionen, men gør de så også det? Og hvad med de pæne nøgletal og spæde tegn på vækst i øst og vest, holder de ved? Chefanalytiker Anders Svendsen giver det store overblik og bud på, hvor olieprisen skal hen, og hvad ECB kan have i ærmet, og om tapering er på programmet. Lyt med og hør hvad valg i Italien og Brexit-møde betyder for finansmarkederne med Anders, der også løfter lidt af sløret for, hvad Nordea’s Economic Outlook har fokus på i december-udgaven, der udkommer på torsdag. 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 t

FOCUS: Why does an Italian referendum vote cause so many headlines and concern on the financial markets? Chief analyst Holger Sandte explains the implications of the vote, and how and to what extent a Yes or a No vote might affect the financial markets. Listen and hear about pitfalls and what the outcome means to the Euro area – and hear what to expect from the upcoming ECB meeting. 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

Amerikanske aktier sætter nye rekorder, og de lange renter er steget – også i Danmark, hvor økonomien faktisk har det ret godt. Hvor godt, og hvad den danske regering så vil stille op, bliver vi klogere på i næste uge. Hør i mellemtiden vurderingen fra chefanalytiker Jan Størup Nielsen, der også ser nærmere på de amerikanske aktiers vilde ridt på Trump-bølgen - og stiller skarpt på næste uges vigtige begivenheder, bl.a. et afgørende møde i OPEC og et højspændt valg i Italien – to begivenheder, der uden tvivl vil påvirke de finansielle markeder. Lyt med og hør i hvilken grad, og hvad du bør holde øje med! 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 Nord

Mens finansmarkederne tumler med Trumponomics, er det omvendt ganske vist at Fed forhøjer renten i december - altså hvis og såfremt Trump holder lav profil, nøgletal ikke skuffer - og meget andet! Chefanalytiker Anders Svendsen analyserer udviklingen på finansmarkederne - lige nu er der forholdsvis ro på, men det kan vende på et splitsekund. Usikkerheden præger de finansielle markeder - hør hvordan og hvorfor, og hvad 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 intended as a personal recommendation of

Trump vandt Det Hvide Hus og begge kamre i Kongressen - og fyrede op under finansmarkederne. Men panikken blev kortvarig. Investorer genvandt hurtigt humøret og risikoappetitten - Dow Jones satte rekordhøjde, dollar er styrket og lange renter er steget kraftigt. Hvorfor det? Chefanalytiker Jan Størup Nielsen analyserer udviklingen, og peger på tabere og vindere og vurderer baggrunden for den temmelig interessante markedsreaktion. Og hvad så nu? Forhøjer Fed renten i år, og er det stilhed før storm på finansmarkederne? Hør Jans vurdering. 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 wh

Donald Trump is heading for the White House - and as expected Trump's victory set off sharp falls all around; US stock futures and European stock markets dropped and the Peso plummeted promptly. Uncertainty rules and spurs market turmoil - but how heavy and for how long? Chief analyst Anders Svendsen analyses the market reactions the Day After. Learn about winners and losers in Trump land, and hear Anders' take on Fed's next move and what to expect in the weeks to come. 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 inte

Vil den politiske scene stadig sætte dagsordenen for markederne i den kommende uge? Vi taler om de seneste meningsmålinger, der viser at Trump haler kraftigt ind på Clinton, og hvad det betyder for de globale markeder. England er kastet ud i en politisk krise, efter denne uges domafsigelse om Artikel 50. Inflationstal fra både Norge og Danmark i den kommende uge, hvad skal vi forvente?. Lyt med her: 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

FOCUS: Final stage of the election. Clinton or Trump in the White House? by Nordea Markets

Der var hug til den svenske krone og kraftigt stigende renter i ugen der er gået. Hvad sker der i Sverige, og er det et sundhedstegn at renterne stiger - fortsætter de op i næste uge, og hvad gør ECB nu? Chefanalytiker Jan Størup Nielsen analyserer udviklingen og ser ind i næste uge, hvor USA i den grad er i fokus med nøgletal og Fed-møde. Lyt med og vær klar til at gå en heftig uge i møde.

Hvor mange danske arbejdspladser står der på spil med Donald Trump som vinder, og bliver det status quo, hvis Hillary Clinton bliver ny præsident - og hvad med frihandelsaftalen? Cheføkonom Helge J. Pedersen ser på de forskellige scenarier og vurderer effekterne på den dansks økonomi og virksomheder. Hør Helges bud på, hvornår og hvor voldsomt finansmarkederne vil reagere op til og efter valget, og hvad der kan sætte dollar under pres. 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 o

Rising inflation in the US and UK while its disinflation in Sweden. Chief analyst Holger Sandte analyses the up- and down-sides to the fresh data, and looks into Draghi's speech in ECB and evaluates the market reactions to a "pretty boring" ECB meeting. Learn what investors should keep a special eye on next week in a stream of important US data releases, Fed speeches and news from the Swedish Riksbank. Hear what could trigger SEK markedly, and why a strengthened US dollar could be on the move again next week. Holger elaborates on next week's events and points to opportunities and risks - and the odds of a November rate hike by the Fed. 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

Højere end forventet inflationstal i Kina, oliehop til årets højeste niveau, og så blev dollar også yderligere styrket i ugens løb. Chef-analytiker Jan Størup Nielsen forklarer årsagerne til bevægelserne på de finansielle markeder, og peger på tendenser og forventninger til udviklingen i de kommende uger. Jan stiller bl.a. skarpt på US valgdebat, Fed's næste træk og udsigten til højere renter - og fortæller hvorfor investorer bør være særligt opmærksomme på Draghi's tale i næste uge - og peger på risici og muligheder. 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

FOCUS: Will euro rates remain low for some time - how about negative! Is the European Central Bank about to cut the deposit rate, and when will ECB announce tapering - it's bound to happen at some point? Senior analyst Holger Sandte has changed his ECB forecast - hear what and why as Holger analyses the ECB's monetary policy. Listen in and get updated on facts, consequences and future risks and opportunities - and hear what sort of market rumble to expect if Draghi goes "hawkish" in his next ECB speech. 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 be

Der blev sat spørgsmålstegn ved ECB's opkøbsprogram - nogen sagde 'tapering', og fyrede op under valutakurser, aktier og renter. Men er der hold i markedsreaktionerne? Og hvad bunder det britiske punds "flash crash" i? Chef-analytiker Anders Svendsen analyserer ugens heftige markedsudsving - og kigger ind i næste uge, hvor USA atter er i fokus med en præsident-debat og nyt fra Fed, der begge kan give aktivitet på finansmarkederne. Anders ser også nærmere på inflationstal og ikke mindst råvare-udviklingen og forklarer, hvorfor råvarer er interessante netop nu. 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