Nordea Markets Insights Dk

Valget i Storbritannien har kastet pundet ud i en ny kraftig nedtur. Hør med når Cheføkonom Helge Pedersen og Chefanalytiker Jan Størup Nielsen diskuterer konsekvenserne af den uafklarede politiske situation på Danmarks 5. største eksportmarked. Samtidig ser vi frem mod den kommende uge, hvor der venter en renteforhøjelse i USA, vigtige inflationstal og fortsat stor uro omkring olieprisen i kølvandet på de politiske spændinger i Mellemøsten. 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 recommenda

Det har været en spændende uge på de finansielle markeder med nye rekorder på aktiemarkederne og et markant fald i olieprisen til trods for OPEC-landenes beslutning om at forlænge de begrænsninger af olieproduktionen, som de vedtog tilbage i slutningen af 2016. Donald Trumps beslutning om at trække USA ud af Parisaftalerne er en væsentlig årsag hertil – og det er klart noget, som vil være med til at holde inflationen nede og dermed potentielt påvirke rentebeslutninger fra en række af verdens centralbanker. Men, hvis vi kigger lidt fremad på ugen, der kommer, har vi jo en række store begivenheder foran os og ikke mindst på torsdag, hvor der er parlamentsvalg i Storbritannien og rentemøde i ECB, og vi skal også snakke Kina og Island. Hør med når Cheføkonom Helge Pedersen og Chefanalytiker Anders Svendsen taler om hvordan disse begivenheder kan påvirke 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 p

Aktierne er kommet stærkt igen efter den politiske uro omkring Trump er stilnet lidt af. Men den amerikanske dollar er fortsat svækket over for euroen. Hør med når Cheføkonom Helge Pedersen og Chefanalytiker Jan Størup Nielsen diskuterer de vigtigste begivenheder på de finansielle markeder i den kommende uge. Her ser vi bl.a. frem mod vigtige inflationstal for euroområdet og en særdeles spændende arbejdsmarkedsrapport fra USA, som kan blive afgørende for om den amerikanske centralbank sætter renten op i næste måned. 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

All eyes will be on the important OPEC meeting in Vienna on Thursday the 25th May. Our chief analyst and oil expert, Thina Saltvedt takes us through Nordea's predictions for the OPEC meeting.

Trump har endnu engang formået at skabe store dønninger på de finansielle markeder. Dollaren er svækket, renterne er faldet og aktierne er ramt. Også i Brasilien kæmper præsidenten med dårlige sager. Hør hvad der ligger til grund for de politiske skandaler, og hvorfor de lige nu har så stor indflydelse på de finansielle markeder med chefanalytiker Jan Størup Nielsen. Lyt med, når vi ser ind i den kommende uge, hvor opmærksomheden vil rette sig mod nøgletal for euroområdet, og ikke mindst OPEC-mødet, der kan blive afgørende for fremtidens oliepris. 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 inves

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

Olieprisen er igen i fokus efter nye kraftige prisfald. Yen og US dollar er også i rampelyset efter rutsjetur. Imens fortsætter de økonomiske nøgletal med at vise gode takter. Hør hvad der ligger til grund for olie-prisfald og valuta-dyk med chefanalytiker Jan Størup Nielsen, der p.t. anser det franske valg for en non-event på finansmarkederne. Lyt med, når vi ser ind i den kommende uge, hvor de finansielle markeders opmærksomhed vil rette sig mod nye inflationstal fra USA, som kan vise sig at blive afgørende for, hvornår den amerikanske centralbank sætter renten op næste gang. 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 infor

Stemningen på markederne har været særdeles god, efter at første runde af det franske valg er overstået. Og med god grund: Nøgletallene er generelt virkelig stærke, centralbankerne er i venteposition, og der er ikke flere vigtige valg lige om hjørnet. Så hvad nu – risk on eller risk off? Hvor længe varer den gode stemning mon? Hør chefanalytiker Anders Svendsens vurderinger. 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

We recently recommended to overweight Emerging Market’s equities and local-currency bonds in our Global Asset Allocation Strategy. Hear why in this special podcast where our Emerging Markets (EM) experts, Anders Svendsen and Andreas Østerheden elaborate on the great potentials in e.g. EM equities and currencies and analyse the concurrent risks. Click and hear about attractive, yet risky, EM investments and learn about what to keep an eye on going forward. 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 perso

Vil ECB hæve renten før tid? Det kan inflationstallene give et praj om. Og i USA vil det såkaldte "Kongetal", arbejdsmarkedsrapporten give en pejling af Fed's næste træk. Det forklarer Chefanalytiker Anders Svendsen forud for "store-inflations-uge" i næste uge. Anders ser også nærmere på, om Bank of England varmer op til en renteforhøjelse, og hvad vi kan forvente fra Norges Bank og ikke mindst Riksbanken. Lyt med og hør, hvordan strømmen af vigtige nøgletal ventes at påvirke 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 distrib

Who will become the next French president – Macron, Fillon or Le Pen? Moving closer to the first election round (23rd April), it is still an open race. EU-sceptic Marine Le Pen is a popular politician in France, but surely not favoured by the financial markets – on the contrary. So why are the financial markets “afraid” of seeing Le Pen as the next French president? Chief analyst Holger Sandte explains the tension and elaborates on various possible political scenarios and the implications on the financial markets. Hear Holger’s advice to investors prior to the first round – and why the French election could turn out to be a true thriller. Voting participation could (again) play a decisive role. 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 a

Ugen bød atter på heftig aktivitet på de finansielle markeder – men aktiekorrektionen blev endnu engang udskudt. ECB og Fed styrer fortsat slagets gang, mens Brexit-melding trækker overskrifter. Fortsætter spekulationer om en renteforhøjelse fra ECB, og kan referatet fra Fed-mødet ruske op i markederne? Hør chefanalytiker Jan Størup Nielsens vurderinger af udviklingen, og hvad vi har i vente – og hvorfor du skal holde øje med olieprisen. 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

Economic Outlook: Bedre vækstudsigter trods større global usikkerhed Et forårsfriskt Nordea Economic Outlook er netop udkommet, og her anlægger vores analytikere en mere optimistisk tone i vurderingen af den økonomiske udvikling. Vi opjusterer bl.a. vores vækstskøn for verdensøkonomien – og det på trods af, at den globale usikkerhed synes større end nogensinde. Hør hvordan det hænger sammen, når cheføkonom Helge Pedersen forklarer, hvad der ligger til grund for optimismen, hvad der trækker væksten og, hvad der skaber stigende usikkerhed. Hør Helges bud på, hvordan det påvirker renten, og hvordan danske boligejeres situation vil udvikle sig. 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 publicati

Der er heftig aktivitet på de finansielle markeder; olieprisen skvulper op og ned, og aktiemarkederne viser tegn på stigende nervøsitet. Hvad skyldes turbulensen – lurer en aktiekorrektion i horisonten? Økonomiske nøgletal signalerer jo gode takter med højere global vækst! Chefanalytiker Jan Størup Nielsen tager bestik af udviklingen og giver sine bud på, hvad vi kan have i vente, og hvad investorer særligt bør holde øje med. 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 particu

Priserne stiger på det danske boligmarked, og med foråret på trapperne er der udsigt til yderligere stigninger. Bevæger vi os mod en ny boligboble? Bliv klogere på udviklingen med boligøkonom Lise Nytoft Bergmann og Jan Størup Nielsen, økonom på dansk økonomi , der i denne særudgave giver deres syn på, hvor det danske boligmarked er på vej hen. Hør, hvorfor renten spiller en helt afgørende rolle for udviklingen, og få økonomernes bud på, hvad boligejere har i vente – få gode råd til, hvad købere og sælgere af boliger skal holde særligt øje med fremadrettet. 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 us

Hvad skyldes presset på olieprisen og svækkelse af den amerikanske dollar i den forgangne uge, hvor danske aktier i OMXC20 Cap steg til rekordhøjde? Chefanalytiker Jan Størup Nielsen analyserer udviklingen på finansmarkederne i kølvandet på Fed’s renteforhøjelse og valget i Holland. Lyt med og hør, hvad vi har i vente, og hvorfor Fed og ECB sætter dagsordenen. 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 provid

Growth stability is top priority, and even more crucial than ever. That's what Chinese government officials stressed at the annual National People's Congress (NPC). Why is stability so crucial for economic policy this year? Which measures will be used to stimulate growth and fuel an investment boom? Chief analyst Amy Yuan Zhuang, our expert in Asian economies located in Singapore, elaborates on the highlights of the year’s congress, and brings you an overview of the state of the Chinese economy, which currently is in good shape with growth tailwinds. Hear why Amy thinks the positive sentiment won’t last long, and learn about the impact of a government reshuffle, about the biggest risk for China this year, and how a trade war and an upcoming Hong Kong election could trigger the financial markets. 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

FED er klar til sin tredje renteforhøjelse på mødet i næste uge, men er det egentligt godt eller skidt for markederne? Ifølge Anders Svendsen har markedet indpriset en forhøjelse i næste uge og nu er spørgsmålet om hvor mange renteforhøjelser vi kan forvente i år. ECB er blevet mere fortrøstningsfuld, men det er endnu for tidligt, at forvente nye signaler. Det skyldes ikke mindst valgsæsonen i Europa, der skydes i gang med det hollandske valg i næste uge. Det bliver et tæt løb i Holland og et uventet udfald kan skabe uro i markedet. 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 t

Ugen bød på nye aktierekorder. Nøgletallene ser nu markant bedre ud end længe, og Trumps første tale i Kongressen gav anledning til et lettelsens suk. Bagsiden af medaljen er dog, at markederne nu forventer, at Fed hæver renten i marts. Hvad siger Fed-chef Yellen om den sag i sin tale? Kan markederne endda finde spor af optimisme hos ECB Præsident Draghi på torsdag? Og vil det egentligt være godt eller dårligt for markederne? Hør vores bud her med Chefanalytiker Anders Svendsen. 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

The Dutch election is the first of several in the EU this year where the rise of euro-sceptic parties could increase the likelihood of a euro or EU break-up – and with it fuel volatility on the financial markets. Chief analyst Holger Sandte analyses various political scenarios and the impact on the financial markets. We discuss the odds for a victory to Geert Wilder’s EU-sceptic Freedom Party and the consequences. 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