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De økonomiske nøgletal har været bedre end forventet på det seneste. Får det betydning for centralbankernes beslutning, når der holdes rentemøder i Fed og ECB i næste uge. Og følger Nationalbanken igen i ECB’s fodspor? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen 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 inv

Det store fald i gasprisen og Kinas genåbning gør de økonomiske udsigter lysere for euroområdet, mens ECB strammer den høgeagtige retorik. Omvendt viser de amerikanske nøgletal svaghed. Det har styrket euroen og dermed også den danske krone på valutamarkederne. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen 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 i

2023 er begyndt med rentefald og god stemning på aktiemarkederne. Samtidig er gaspriserne faldet som følge af det milde vintervejr. Det vil også smitte af på inflationen, som formentlig har toppet, og få betydning for centralbankerne senere på året. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen 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 p

Krig i Europa, energikrise, skyhøj inflation, økonomisk afmatning og markante stramninger af pengepolitikken satte kursen for de finansielle markeder i 2022. Bliver det nye år ligeså vanvittigt, eller er der mere rolige tider på vej? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen 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 individua

Vi har været gennem en uge, hvor centralbankerne har sat tonen på de finansielle markeder. Og der blev ikke delt julegaver ud. Tværtimod blev der varslet markante rentestigninger også i 2023. Og især ECB var meget kontant i sine udmeldinger. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen 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 i

Julen nærmer sig, men der bliver ikke uddelt gaver på næste uges rentemøder i Fed og ECB. Også Nationalbanken kommer igen til at sætte renten op – og denne gang i samme tempo som ECB. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen 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 in

Der har bredt sig en forventning om, at inflationen har toppet, og at centralbankerne fremadrettet vil være tilbageholdende med markante stramninger af pengepolitikken. Men overfortolker investorerne udmeldingerne fra centralbankerne? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen 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 individ

Efter en lang periode med stigende risikoappetit har denne uge været af en større grad af forsigtighed blandt investorerne, som søger efter nye meldinger fra centralbankerne. Lyt med når cheføkonom Helge J. Pedersen og seniorstrateg Simon Kristiansen tager pulsen 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

Inflationen i USA faldt mere end ventet i oktober. Det blev særdeles godt modtaget af investorerne, som svarede igen med at sende renterne ned og aktierne op, mens dollaren faldt voldsomt tilbage. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen 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

Pengepolitikken blev som ventet strammet yderligere i USA og der er mere i vente fra Jerome Powell & Co. Nationalbanken intervenerede også i oktober markant for at svække kronekursen, og så kommer der nyt om inflationen herhjemme i næste uge. Lyt med når cheføkonom Helge J. Pedersen har chefanalytiker Jan Størup Nielsen med i studiet. 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 i

ECB satte som ventet renten op med 0,75 %-point på mødet i Frankfurt, mens Nationalbanken hjemme i København kun satte renten op med 0,6%-point. Flere rentestigninger er dog i vente, da inflationen fortsat er alt for høj. Lyt med når cheføkonom Helge J. Pedersen har chefanalytiker Anders Svendsen med i studiet. 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 doe

Aktiekurserne har igen fået lidt medvind, mens renterne er fortsat op. Kronen er stærk, og Nationalbanken har interveneret stort for at svække den. Venter en dansk rentenedsættelse forude? Lyt med når cheføkonom Helge J. Pedersen har chefanalytiker Jan Størup Nielsen med i studiet. 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 in

Efter en periode med hastigt stigende priser og en stor omsætning er det danske boligmarked blev ramt af en ny virkelighed. Den omfatter hastigt stigende renter og en øget økonomisk usikkerhed. Lyt med når Lise Nytoft Bergman og Jan Størup Nielsen udlægger Nordeas forventninger til boligmarkedet og renterne. 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 n

Der har været store markedsbevægelser efter ugens rentemøde i USA. Men også andre centralbanker har haft travlt med at sætte renten op i ugens løb. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen analyserer udviklingen 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 individu

Selvom inflationen nu falder i USA er den fortsat alt for høj. Derfor vil Fed sætte renten markant op igen på mødet i næste uge. ECB er også slået ind på en strammere kurs. Vil banken også snart begynde at trække likviditet ud af markedet? Lyt med når cheføkonom Helge J. Pedersen har chefanalytiker Anders Svendsen og analytiker Philip Maldia Madsen med i studiet. 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 pro

De finansielle markeder har taget godt imod ECB’s markante renteforhøjelse på 0,75%-point. Nationalbanken fulgte som ventet trop senere på dagen. Og så har Nordea udgivet en ny prognose ’Skruen strammes’. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen 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 advi

Vi har været gennem en uge, som har været præget af store udsving på de finansielle markeder. Det skyldes ikke mindst høgeagtige taler fra både Fed og ECB på weekendens Jackson Hole symposium. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen 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 n

Den ekstreme stigning i de europæiske energipriser bringer euroområdet på randen af teknisk recession. I USA er situationen knap så alvorlig. Den høje inflation vil fortsat være i fokus – også når Fed-chefen Jerome Powell taler på årets Jackson Hole symposium. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen 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 i

Efter en sommer, hvor renterne faldt meget tilbage, er de nu igen på vej op. Olieprisen er faldet tilbage, men i Europa er der for tiden mere fokus på de ekstremt høje priser på naturgas og elektricitet. ECB vil bekæmpe den alt høje inflation med nye stramninger af pengepolitikken. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen 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

Fokus på de finansielle markeder er fortsat rettet mod inflationsudviklingen. Og mens inflationen herhjemme steg til nye højder i juli, faldt den til gengæld tilbage i USA. Det førte til et lettelsens suk blandt investorerne og førte til nye stigninger på verdens aktiemarkeder. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen 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 str