Nordea Markets Insights Dk

Rallyet i amerikanske aktier er fortsat i den sidste uge på baggrund af ro i Mellemøsten, et stort fald i olieprisen og forventning om, at Fed sænker renten. Der er grund til at udtrykke optimisme for aktieåret 2025, men er forsvarsaktierne ved at være for dyrt fastsat? Lyt med når cheføkonom Helge J. Pedersen og chefstrateg Josephine Cetti 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