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Den italienske regering har lagt op til en hård konfrontation med resten af eurolandene omkring næste års finanslov. Det presser aktierne ned, euroen svagere og renterne lavere i de sikre lande (herunder Danmark. Alt imens fortsætter den amerikanske centralbank med at sætte renten op. Lyt med når chefanalytikerne Uffe Kalmar og Jan Størup diskuterer den seneste udvikling – og giver deres bud på, hvad der vil bevæge de finansielle markeder 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 personal

Brexit rykker nærmere, men der er fortsat ingen aftale mellem EU og Storbritannien. Samtidig ser vi medvind til Emerging Markets, men kan det vare ved? Og hvorfor styrkes norske kroner ikke, selvom Norges Bank har sat renten op? 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 thu

ECB holdt som ventet renten uændret på mødet i torsdags, mens den tyrkiske nationalbank til gengæld satte renten voldsomt i vejret. Men er det nok til at redde liraen, og sætter Norges Bank renten op 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 n

Kommer kronen igen efter valget, har dollaren toppet, og stiger den amerikanske inflation igen? Lyt med når Helge J. Pedersen og Andreas Steno Larsen 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 individually tailored investment advice, and does not take into account the individual inv

Der er tale om en markant nedjustering af væksten for dansk økonomi i år. Men viser tallene et reelt billede – står det så galt til herhjemme? Og hvorfor rammer USA muren i 2020, hvor ECB sætter renten op? Det diskuterer Helge J. Pedersen og Jan Størup Nielsen blandt andet i denne særudgave, hvor vi stiller skarpt på indholdet i Nordeas nye økonomiske prognose, 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 instruments or strategies an

Vender Donald Trump et nyt kapitel i handelskrigen med Kina? Kommer Emerging Markets valutaerne tilbage og hvad med svenske kroner? 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

Der er umiddelbart ro på de finansielle markeder, om end pilen vender nedad for britiske pund og svenske kroner, ligesom den danske krone også er under pres. Og så er der flere renteforhøjelser på vej fra USA. Lyt med når Helge J. Pedersen og Jan Størup Nielsen anlyserer 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

Mens den tyrkiske lira er stabiliseret – for nu – er der stadig blus på handelskrigen, som dermed fortsat sætter dagsordenen på finansmarkederne. Alt imens spekuleres der i det næste træk fra den amerikanske forbundsbank (Fed) - skal vi forvente nye signaler fra Fed ved de forestående møder? Og hvad med tomgangen i den økonomiske stemning i euroområdet – vender den snart? Det og meget mere analyserer og diskuterer cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen fra Nordea Markets i denne uges podcast. Lyt med og bliv opdateret på udviklingen på de finansielle markeder, og få indblik i de seneste trends i verdensøkonomien og, hvilke begivenheder, der er værd at holde høj med 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 no

Hvad rører sig på de globale finansmarkeder? Tyrkiske lire og russiske rubler er blandt andet under pres, mens handelskrigen indtil videre preller af på dansk økonomi til trods for markedsuroen. Imens viser det danske boligmarked nye bevægelser. Lyt med og hold dig opdateret, når Helge J. Pedersen og Jan Størup Nielsen 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 been distributed, but it is not intended as a personal re

Handelskrig, centralbankmøder og inflationsudsigter er i fokus på de finansielle markeder her i sommervarmen. Og selvom der umiddelbart er dømt sommerferie, er der masser at tale om og holde øje med for investorer og analytikere, for det skorter ikke på finansielle nyheder og bevægelser på markederne. Så lyt med når Helge J. Pedersen og Andreas Steno Larsen analyserer de seneste trends i verdensøkonomien og diskuterer begivenheder, som du bør 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 been distributed, bu

De finansielle markeder ligger ikke stille i sommervarmen og næste uges kalender er sprængfyldt med vigtige centralbanksmøder og nøgletal. Vil markedsudsvingene vende tilbage, når de store centralbanker holder møder? Og vil våbenhvilen mellem Juncker og Trump sænke usikkerheden på markederne? Lyt med når Global Seniorstrateg Andreas Steno Larsen taler om de vigtigste markedstemaer for denne uge med Assisterende Analytiker Jonas Zacho Jakobsen, 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 r

Trump dominerer atter finansmarkederne. Og nu får Fed også kritik af den amerikanske præsident. Har kineserne fundet det smarte modtræk i handelskrigen? Er ECB gået helt på ferie, eller skal signalerne justeres en smule? Og Bank of England holder de fast i behovet for en renteforhøjelse til august? Lyt med og få indblik og svar på disse spørgsmål og mange andre, når Anders Svendsen har besøg i studiet af valutastrateg Niels Christensen til en snak om finans- og især valutamarkederne i denne uges Finanskick. 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 h

Regnskabssæsonen står for døren, og mange virksomheder skal gøre status på et første halvår, hvor politisk usikkerhed har præget markederne. Til gengæld kan de også se tilbage på en periode, hvor renterne er faldet yderligere. Lyt med når chefanalytikerne Anders Svendsen og Jan Størup diskuterer den seneste udvikling på de finansielle markeder – og forklarer, hvorfor stigende renter kan blive et domminerende markedstema ind i efteråret. 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

USA har eskaleret handelskrigen med Kina, mens der lyder pragmatiske handelstoner fra EU. Stigende energipriser trækker inflationen op overalt. 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

Der har været turbulens på markederne, men dansk økonomi er generelt i fin form. Kun eksportsektoren har svære tider i lyset af politisk uro i Europa og truslerne om handelskrig mellem USA og resten af verden. Lyt med når Helge J. Pedersen og Jan Størup Nielsen gør halvårsstatus over udviklingen i dansk økonomi. 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 doe

Handelskrigen spøger fortsat på de finansielle markeder, men de økonomiske nøgletal er begyndt at rette sig. Hvordan påvirker det renterne og hvor bevæger dansk økonomi sig hen? 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

The refugee question is threatening the 70-year old coalition in Germany and reprioritizing the EU’s reform agenda. Our latest podcast with Aki Kangasharju and Jan von Gerich reveals what to think of the CSU’s initiative to stop the refugee inflow to Germany, Italy’s pledge to create refugee quotas across the EU, and what kind of repercussions these developments could have for the future of the 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

Trussel om en global handelskrig, OPEC-møde og centralbanker, der forsøger at styre markederne. Det er blot nogle af de faktorer, som investorerne skal forsøge at forholde sig til for tiden. Lyt med når chefanalytikerne Anders Svendsen og Jan Størup diskuterer den seneste udvikling på de finansielle markeder – og samtidig ser frem mod den kommende uge, hvor inflation igen bliver et stort tema. 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 strat

Den europæiske centralbank vil højst sandsynligt først sætte renten op i efteråret 2019. Anderledes ser det ud i USA, hvor den amerikanske centralbank har sat renten op for 7. gang siden 2015. Og selv om flere renteforhøjelser med stor sandsynlighed er på vej, så risikerer det ikke at være nok til at tøjle den økonomiske vækst i USA. Lyt med når Anders Svendsen og Jan Størup diskuterer konsekvenserne af den seneste uges begivenheder på de finansielle markeder, og samtidig ser frem mod 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 bee

Efter flere uger hvor politik har fyldt det meste på de finansielle markeder, så er centralbankerne atter tilbage i førersædet. Den europæiske centralbank vil måske stoppe opkøbene af obligationer tidligere end ventet og i USA vil renten med meget stor sandsynlig igen blive sat op i næste uge. Lyt med når Jan Størup diskuterer den seneste udvikling med rente- og valutastrateg Andreas Steno. Og hør hvorfor du allerede søndag aften skal rettet blikket mod Schweiz, hvor befolkningen skal stemme om et kontroversielt forslag med vidtrækkende konsekvenser. 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 i