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Dueagtige centralbanker skaber god stemning på aktiemarkederne. International afmatning, men stor modstandskraft i dansk økonomi. 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 accou

Handelskrig, Brexit og den delvise nedlukning af den offentlige administration i USA har sendt en bølge af usikkerhed ind over de finansielle markeder. Frygten for, at det er forløberen for en egentlig økonomisk nedtur har også spredt sig til centralbankerne i både Europa og USA. Men er frygten overdrevet, og hvad sker der på de finansielle markeder, hvis der igen kommer ro på den politiske front? Lyt med når Anders Svendsen og Jan Størup diskuterer den seneste udvikling og ser frem mod en ny uge, der både byder på møde i den amerikanske centralbank og flere af de helt tunge økonomiske nøgletal. 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 Marke

Den gode stemning er tilbage på aktiemarkederne. Omvendt fortsætter Brexit-føljetonen uden ende, mens ECB sender dueagtige signaler. 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 accoun

Forkaster det britiske parlament Theresa Mays Brexit-aftale? Er Fed-bosserne ved at få gummiben og er tysk økonomi på vej i recession? 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

Turbulensen på de finansielle markeder er fortsat ind i det nye år. Dansk økonomi er bundsolid, men ikke afskærmet fra handelskrigen, og så kom Nationalbanken i december kronen til undsætning for første gang i næsten to år. 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 t

2018 bød på fire renteforhøjelser fra Fed og enden på ECBs opkøbsprogram, men markederne tror ikke på renteforhøjelser i 2019. Aktier har haft et sløjt år. Først fordi renterne steg og siden på forventning om virkelig sløj vækst i 2019. Det skal også gå ganske meget værre i Europa, hvis de lange renter skal blive på de nuværende ekstremt lave niveauer. Valutamarkederne kan næppe undgå større bevægelser i den nye år – må det blive et Godt Nytår! 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 recomme

Aktiemarkederne faldt som en sten, da den amerikanske forbundsbank satte renten op igen. Men hvorfor, når alle nu havde ventet det? 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 accoun

Stigende priser og flere handler har i flere år præget udviklingen på det danske boligmarked. Men intet varer ved – og vi ser opbrud og begyndende sprækker i fundamentet. På ejerlejlighedsmarkederne i de største byer er antallet af handler faldet, og priserne peger nedad. Vil tendensen fortsætte og brede sig i 2019, eller hvad kommer der til at ske? Det er udgangspunktet for denne podcast, hvor Lise Nytoft Bergman og Jan Størup Nielsen diskuterer udviklingen og udlægger Nordeas forventninger til boligmarkedet og renterne i det nye år. 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

ECB er ikke helt klar til at indrømme, at økonomien er kraftigt på vej ned i gear, mens både Fed, Norges Bank og måske også Riksbanken har renteforhøjelser i gavesækken. Fed er det store spørgsmålstegn for næste uge, og så overlevede May mistilliden. Lyt med når Anders Svendsen og Morten Lund analyserer de seneste trends i verdensøkonomien og diskuterer 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 i

Renten er faldet til det laveste niveau i år som følge af usikkerhed og flugt til sikre havne, men den danske krone er kommet under pres. Hvornår kommer Nationalbanken på banen? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og diskuterer 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 individual

Der er lagt op til en gyser, når Theresa May i de kommende dage skal forsøge at overbevise det engelske underhus om at støtte den Brexit-aftale, som er blevet forhandlet på plads i mellem Theresa Mays administration og EU. D. 11 december er afstemningen i underhuset programsat til og vi venter at Theresa May lider et svigende nederlag. Det efterlader adskillige potentielle scenarier for udviklingen over de kommende måneder. Lyt med i vores Brexit-podcast hvor Seniorstrateg Andreas Steno Larsen og Brexit-analytiker Morten Lund vender hver en sten i spørgsmålet. 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 priv

Inflationen skuffer, og chefen for den amerikanske forbundsbank kommer med dueagtige signaler. Er der en vending på vej i pengepolitikken, eller overfortolker markederne centralbankerne. Lyt med når Helge J. Pedersen og Anders Svendsen diskuterer 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 ta

Brexit, handelskrig og budgetkampen mellem EU og Italien kaster lange skygger over aktiemarkederne. Kan faldet i olieprisen stabilisere verdensøkonomien, og kan Trump og Xi finde hinanden på G20 mødet i Buenos Aires? Lyt med når Helge J. Pedersen og Anders Svendsen diskuterer de seneste trends i verdensøkonomien, og taler om 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

Det politiske kaos i Storbritannien når nye højder. Det får aktierne til at falde og de danske renter trækker lavere som følge af den stigende usikkerhed. Og det er langtfra slut. Lyt med når UK-analytiker Morten Lund og Jan Størup diskuterer den seneste udvikling, og samtidig ser frem mod næste uge, hvor vi også får næste kapitel i det italienske budgetslagsmål med EU. 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

Aktiemarkedet tog pænt imod resultatet af det amerikanske midtvejsvalg. Forbundsbanken holder renten uændret og inflationen er på vej op i euroområdet. Lyt med når Helge J. Pedersen og Anders Svendsen giver indblik i 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

Efter store aktiefald i oktober er november begyndt med fornyet optimisme. Næste store begivenhed er midtvejsvalget i USA. Kan det svække Trump? Få indblik i de seneste økonomiske trends 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 individual investor’s particular fi

Aktieuroen fortsætter, men alligevel er den danske krone kommet under pres. Kan det få Nationalbanken til at sætte renten op? Lyt med når Helge J. Pedersen og Jan Størup Nielsen diskuterer udviklingen på de finansielle markeder og analyserer de seneste trends i verdensøkonomien og ser på den kommende uges begivenheder. 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,

Nervøsiteten har lagt sig som en tung dyne over de finansielle markeder. Det har udløst store udsving på aktiemarkederne og sendt de danske renter lavere. I denne podcast kigger analytikerne Jan Størup og Morten Lund nærmere på ophavet til uroen, og ser samtidig frem mod den kommende uges begivenheder, der bl.a. byder på flere vigtige centralbankmøder. 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

Aktiemarkederne har taget et ordentligt dyk. Men hvorfor, når nu det går godt i USA? Og Hvordan kan det være, at emerging markets valutaerne klarer sig fint, selvom renterne er kørt op? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og diskuterer 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 indivi

Er den italienske statsgæld ved at løbe løbsk? Og hvorfor bliver den amerikanske centralbank ved med at signalere nye renteforhøjelser i en tid, hvor den globale vækst er under pres som følge af truslen om en global handelskrig? De spørgsmål forsøger chefanalytikerne Anders Svendsen og Jan Størup at besvare i denne podcast, hvor de også fortæller hvorfor inflationstallene i næste uge kan få en afgørende betydning. 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