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Der kom ingen nye rentenedsættelser på Mario Draghis sidste møde som chef for ECB. Til gengæld er der lagt op til, at Fed sætter renten ned i næste uge, som i øvrigt byder på en lind strøm af spændende nøgletal. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og 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 n

For over 2000 år siden tog Julius Cæsar et uigenkaldeligt skridt mod en ny verdensorden, da han krydsede floden Rubicon. Er vi med Brexit og handelskrigen mellem USA og Kina, nu vidne til et Rubicon scenarie anno 2019 – og en ny verdensorden? For selv om politikkerne i den forgangne uge har forsøgt at indgå nye aftaler, fortsætter de globale nøgletal med at pege på en lavere global vækst – en effekt som også allerede nu er begyndt at påvirke dansk økonomi. Lyt med når Morten Lund og Jan Størup fra Nordea diskuterer den seneste udvikling og samtidig giver deres bud på, hvad der bliver de vigtigste begivenheder i 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

Er amerikansk økonomi nu også for alvor på vej ned tempo og kommer der flere rentenedsættelser fra Fed? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og 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 individual investor’s p

En serie af dårlige nøgletal fra USA har genoplivet recessionsfrygten i USA, men når Federal Reserve at redde økonomien? I Sverige bliver nøgletallene også tiltagende værre, men den svenske Riksbank har ikke opdaget det endnu. Lyt med når Andreas Steno og Morten Lund analyserer de seneste trends i verdensøkonomien og 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 d

Tysk økonomi er på vej I recession, men Danmark står godt rustet til at imødegå stormen. Også derfor bør finansloven for 2020 være vækstneutral. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og 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

Optimisme omkring handelskrigen og Brexit har sammen med den ventede rentesænkning fra Fed givet fornyet risikoappetit på de finansielle markeder. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og 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 ta

Stor lempelsespakke fra ECB. Alligevel stiger de lange renter lidt. Er markederne skuffede? Nationalbanken satte også renten ned og har nu verdensrekord i negative renter. Næste uge er det Fed’s Powell, der skal tage stafetten op og sætte renten ned. Lyt med i denne uges podcast, når analytikerne Morten Lund og Anders Svendsen diskuterer de store centralbankers aftryk på finansmarkederne. 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

Brexit sæbeoperaen fortsætter med uformindsket styrke, men er det for tidligt at dømme Boris Johnson ude, og får Mario Draghi sat et sidste fodaftryk på de negative renter, før han træder tilbage? Lyt med når Helge J. Pedersen og Morten Lund analyserer de seneste trends i verdensøkonomien og ser på den kommende uges begivenheder på de finansielle markeder - og vender det seneste Nordea Economic Outlook. 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 instrument

Boris Johnson har suspenderet det britiske parlament op til Brexit. Hvad betyder det for britisk og dansk økonomi og kan et hårdt Brexit overhovedet undgås? Lyt med når Helge J. Pedersen og Morten Lund analyserer de seneste trends i verdensøkonomien og 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

Recessionslamperne blinker i nabolandene, men dansk økonomi virker godt polstret til at modstå den internationale nedtur. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og 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 in

Tysk økonomi gik i bakgear i andet kvartal , og den amerikanske rentekurve indikerer, at recessionen står for døren i verdens største økonomi. Det giver frygt på markederne. Men er noget anderledes denne gang? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og 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 p

Usikkerhed og dueagtige centralbanker sender renterne i bund. Kan det holde dansk økonomi oven vande, i en tid hvor handelskrigen eskalerer og et Brexit uden aftale bliver stadig mere sandsynligt? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og 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 ind

USA og Kina er igen på direkte konfrontationskurs. Det har sendt chokbølger gennem de finansielle markeder med kraftige rentefald og lavere aktiekurser. Men hvorfor kommer udmeldingen fra Trump dagen efter, at den amerikanske centralbank for første gang i 10 år satte renten ned? Og hvad bliver næste skridt? Lyt med når Andreas Steno Larsen og Jan Størup Nielsen diskuterer den seneste udvikling på de finansielle markeder og samtidig giver deres bud på hvad der bliver de vigtigste begivenheder i den kommende 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 repor

Aktierne stiger og de lange renter har ramt rekordlave niveauer, og det hele synes at skyldes forventninger til de store centralbanker. Super Mario levede op til sit navn i går, hvor ECB lovede en stor pakke af lempelser til september, mens J Powell får endnu en chance for at fortjene et superheltenavn, når han og Fed i næste uge sænker renten for første gang siden 2008. Det er desuden en kæmpe nøgletalsuge i næste uge, der næsten giver statsgaranti for store markedsbevægelser. 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

Selvom det er sommerferie, ligger de finansielle markeder ikke stille i varmen. I denne uge har de amerikanske aktieindeks således slået nye rekorder, og i den kommende uge er der spændende centralbanksmøder på menuen samtidig med, at det i Storbritannien afgøres, hvem der bliver den næste premierminister. Lyt med og hold dig opdateret, når Morten Lund og Niels Christensen analyserer de seneste trends i verdensøkonomien og diskuterer begivenheder, der er værd at holde øje med 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 b

Fed-signaler og retorik cementerer forventninger om rentenedsættelse og bringer aktier i nyt rekordniveau. Inflationstal fra Sverige og Norge peger hver sin vej, mens inflationen er forsvindende lille i Danmark. Lyt med når Niels Christensen og Morten Lund analyserer de seneste trends i verdensøkonomien og 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 pro

Lyt med når Helge J. Pedersen og Morten Lund analyserer de seneste trends i verdensøkonomien og 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 individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, invest

Al fokus på G-20 mødet i Osaka i Japan. Afgørende nøgletal fra amerikansk økonomi i næste uge. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og 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 individual investor’s particula

Dueagtige signaler fra ECB og Fed sender renterne i bund og aktierne i top. Vigtige inflationstal kan få afgørende betydning for, hvornår centralbankerne lemper pengepolitikken. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og 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 in

De danske renter har endnu engang ramt et historisk lavt niveau. Og på kort sigt er der ikke meget der tyder på, at udviklingen vender. Men hvorfor er der tilsyneladende ingen bund under de danske renter? Og hvad skal der til for at vende udviklingen? Lyt med når Nordeas chefanalytikere Anders Svendsen og Jan Størup Nielsen diskuterer den seneste udvikling på de finansielle markeder og samtidig giver deres bud på hvad der bliver de vigtigste begivenheder i den kommende 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