Sinopsis
Nordea Markets Insights er podcasten til dig, som ønsker perspektiv og indblik i aktuelle trends og bevægelser på de globale finansmarkeder. Her har du mulighed for at møde Nordea Markets' anerkendte eksperter og intressante gæster.
Episodios
-
Stærk dollar og stærk dansk krone
26/03/2021 Duración: 18minVæksthåb og stigende renter har styrket den amerikanske dollar markant. Nationalbanken står klar til at sætte renten ned, hvis det bliver nødvendigt for at svække kronen over for euroen. Lyt med når Helge J. Pedersen og Niels Christensen analyserer de seneste trends i dansk og international økonomi 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 provi
-
Boligpriserne går amok
19/03/2021 Duración: 17minNationalbanken forudser en svag vækst i dansk økonomi i år, men boligpriserne stiger med knap 10%. Renterne stiger i kølvandet på Feds dueagtige udmeldinger, og hvordan er udsigterne for den stærke danske krone? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i dansk og international økonomi 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
-
Finanspolitikken slippes løs, hvad siger Fed?
12/03/2021 Duración: 19minJoe Biden har fået vedtaget sin gigantiske hjælpepakke til amerikansk økonomi, og spørgsmålet er nu, hvordan Fed reagerer på udsigten til et superstærkt opsving? ECB fortsætter sin dueagtige attitude og Nationalbanken overrasker markederne. Lyt med når Helge J. Pedersen og Andreas Steno Larsen analyserer de seneste trends i dansk og international økonomi 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 fin
-
ECB vil tale markederne til ro
05/03/2021 Duración: 18minAktiemarkederne har haft en dårlig uge. Det er forsat frygten for, at renterne vil fortsætte som rammer risikoappetitten. Hvad har ECB i sinde at fortælle markederne, når banken holder rentemøde i næste uge? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i dansk og international økonomi 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 thu
-
Dramatisk uge på markederne
26/02/2021 Duración: 16minRenterne bare fortsætter op og er nu på det højeste niveau i næsten to år drevet af tiltagende inflationsfrygt blandt investorerne. Lyt med når Helge J. Pedersen og Niels Christensen analyserer de seneste trends i dansk og international økonomi 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 n
-
Nordea On Your Mind: E-commerce and Corona
18/02/2021 Duración: 41min-- This episode is in English -- Johan Trocmé and Viktor Sonebäck from Nordea Thematics talk with Adam Schatz, CEO of DIY and Home Furnishing e-tailer BHG Group, about the explosion in online shopping triggered by the COVID-19 pandemic. Will changes in consumer behaviour be permanent, and how do online and bricks-and-mortar retailers need to respond? What will be needed to succeed? You find more episodes from Nordea On Your Mind on the podcast, Nordea Markets Insights Global. 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 n
-
Renten stiger
12/02/2021 Duración: 19minRisikoappetitten er fortsat stor på de finansielle markeder, og renterne er skudt i vejret bl.a. fordi der er forventninger om højere inflation. Men hvor meget inflation skal vi egentlig vente? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i dansk og international økonomi 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 no
-
Økonomisk forår venter forude
05/02/2021 Duración: 17minAktiekurserne og renterne stiger i takt med at smittetallet falder. Og dansk økonomi står foran et stærkt come-back. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i dansk og international økonomi 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
-
Store udsving på aktiemarkederne
29/01/2021 Duración: 15minGamestop kom på alles læber da de små investorer rottede sig sammen mod de store. Fortsat udsigt til lave renter både i USA og Europa, selvom inflationen er på vej op. Lyt med når Helge J. Pedersen og Niels Christensen analyserer de seneste trends i dansk og international økonomi 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 tai
-
Dansk økonomi går mod bedre tider
22/01/2021 Duración: 11minDen lange rente stiger, men ikke nok til at boligmarkedet går i stå. ECB vil fortsat holde renten lav og de offentlige finanser er i god form. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i dansk og international økonomi 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 advi
-
Er inflationen endelig på vej op?
15/01/2021 Duración: 11minUdsigten til endnu en stor amerikansk hjælpepakke og stigende råvarepriser har fået inflationsforventningerne til at stige. Christine Lagarde & Co. vil byde udviklingen velkommen på næste uges rentemøde i ECB. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i dansk og international økonomi 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
-
Umættelig risikoappetit
08/01/2021 Duración: 23minHandelsaftalen mellem EU og Storbritannien samt udrulningen af covid-19 vaccinerne gav de finansielle markeder et boost fra årets begyndelse og det demokratiske flertal i kongressen blev også modtaget med kyshånd af investorerne. Lyt med når Helge J. Pedersen og Niels Christensen analyserer de seneste trends i dansk og international økonomi 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 instrume
-
Et år i coronaens vold
18/12/2020 Duración: 16minCovid-19 pandemien vendte op og ned på alle prognoser for 2020. Det gik fra godt til rigtig skidt. Men selvom dansk økonomi igen er lukket ned, er der håb om et godt 2021. Lyt med når Helge J. Pedersen og Jan Størup analyserer de seneste trends i dansk og international økonomi 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 ta
-
ECB lover negative renter længe endnu
11/12/2020 Duración: 16minECB leverede som ventet. Følger Fed trop og får vi en aftale mellem EU og Storbritannien i weekenden? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i dansk og international økonomi 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 indiv
-
Dollar nedtur
04/12/2020 Duración: 19minDen amerikanske dollar er faldet til det svageste niveau over for den danske krone siden foråret 2018. Men hvorfor egentlig og hvad skal der ske med kursen fremover? Lyt med når Helge J. Pedersen og Niels Christensen analyserer de seneste trends i dansk og international økonomi 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 ta
-
Kritisk valutakurs
27/11/2020 Duración: 20minECB holder nøje øje med udviklingen i euroen i en tid, hvor inflationen bare er alt for lav. I USA vil den nyudnævnte finansminister, Janet Yellen, stå for en ekspansiv finanspolitik, som kan få renterne til at stige. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i dansk og international økonomi 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 stra
-
Dansk boligmarked i topform – men hvad sker der, når renten stiger?
24/11/2020 Duración: 22minUdviklingen på det danske boligmarked har været den store positive overraskelse under coronakrisen. Antallet af handler er øget og priserne er steget. Begge dele hjulpet godt på vej af meget lave renter. Men hvordan ser fremtiden ud? Det er udgangspunktet for denne podcast, hvor 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 thu
-
Her går det godt
20/11/2020 Duración: 14minDansk økonomi klarer sig bedre end de fleste lande under coronakrisen. Og udbetalingen af feriepengene kan gøre en forskel i årets sidste kvartal? Lyt med når Helge J. Pedersen og Jan Størup analyserer de seneste trends i dansk og international økonomi 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, a
-
Store markedsreaktioner
13/11/2020 Duración: 18minGode nyheder fra vaccinefronten blev mødt med stigende risikoappetit fra investorerne. Men hvor længe kan euforien vare ved? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen analyserer de seneste trends i dansk og international økonomi 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 investmen
-
Dødt løb i præsidentvalget
06/11/2020 Duración: 17minMarkederne har taget det uafklarede resultat af det amerikanske præsidentvalg med stor ro. Dansk økonomi ramt af nedlukninger i Nordjylland. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i dansk og international økonomi 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,