Nordea Markets Insights Dk

Ny aktierekord, svagere dollar - inflation kan stoppe festen!

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Sinopsis

Den politiske usikkerhed er blevet skubbet i baggrunden. Global aktie-indeks nåede i denne uge rekordniveauer, men aktievolatiliteten faldt samtidig til det laveste niveau i 24 år. Hør hvad der trigger markederne, præger olieprisen, og hvorfor vi har justeret flere af vores FX forecasts inkl. EUR/USD. Chefanalytiker Anders Svendsen ser på udviklingen og forklarer, hvorfor inflation kan tving de store centralbanker til at stoppe festen, men ikke i næste uge. 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 per