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Vil den politiske scene stadig sætte dagsordenen for markederne i den kommende uge? Vi taler om de seneste meningsmålinger, der viser at Trump haler kraftigt ind på Clinton, og hvad det betyder for de globale markeder. England er kastet ud i en politisk krise, efter denne uges domafsigelse om Artikel 50. Inflationstal fra både Norge og Danmark i den kommende uge, hvad skal vi forvente?. Lyt med her: 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

FOCUS: Final stage of the election. Clinton or Trump in the White House? by Nordea Markets

Der var hug til den svenske krone og kraftigt stigende renter i ugen der er gået. Hvad sker der i Sverige, og er det et sundhedstegn at renterne stiger - fortsætter de op i næste uge, og hvad gør ECB nu? Chefanalytiker Jan Størup Nielsen analyserer udviklingen og ser ind i næste uge, hvor USA i den grad er i fokus med nøgletal og Fed-møde. Lyt med og vær klar til at gå en heftig uge i møde.

Hvor mange danske arbejdspladser står der på spil med Donald Trump som vinder, og bliver det status quo, hvis Hillary Clinton bliver ny præsident - og hvad med frihandelsaftalen? Cheføkonom Helge J. Pedersen ser på de forskellige scenarier og vurderer effekterne på den dansks økonomi og virksomheder. Hør Helges bud på, hvornår og hvor voldsomt finansmarkederne vil reagere op til og efter valget, og hvad der kan sætte dollar under pres. 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 o

Rising inflation in the US and UK while its disinflation in Sweden. Chief analyst Holger Sandte analyses the up- and down-sides to the fresh data, and looks into Draghi's speech in ECB and evaluates the market reactions to a "pretty boring" ECB meeting. Learn what investors should keep a special eye on next week in a stream of important US data releases, Fed speeches and news from the Swedish Riksbank. Hear what could trigger SEK markedly, and why a strengthened US dollar could be on the move again next week. Holger elaborates on next week's events and points to opportunities and risks - and the odds of a November rate hike by the Fed. 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

Højere end forventet inflationstal i Kina, oliehop til årets højeste niveau, og så blev dollar også yderligere styrket i ugens løb. Chef-analytiker Jan Størup Nielsen forklarer årsagerne til bevægelserne på de finansielle markeder, og peger på tendenser og forventninger til udviklingen i de kommende uger. Jan stiller bl.a. skarpt på US valgdebat, Fed's næste træk og udsigten til højere renter - og fortæller hvorfor investorer bør være særligt opmærksomme på Draghi's tale i næste uge - og peger på risici og muligheder. 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

FOCUS: Will euro rates remain low for some time - how about negative! Is the European Central Bank about to cut the deposit rate, and when will ECB announce tapering - it's bound to happen at some point? Senior analyst Holger Sandte has changed his ECB forecast - hear what and why as Holger analyses the ECB's monetary policy. Listen in and get updated on facts, consequences and future risks and opportunities - and hear what sort of market rumble to expect if Draghi goes "hawkish" in his next ECB speech. 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 be

Der blev sat spørgsmålstegn ved ECB's opkøbsprogram - nogen sagde 'tapering', og fyrede op under valutakurser, aktier og renter. Men er der hold i markedsreaktionerne? Og hvad bunder det britiske punds "flash crash" i? Chef-analytiker Anders Svendsen analyserer ugens heftige markedsudsving - og kigger ind i næste uge, hvor USA atter er i fokus med en præsident-debat og nyt fra Fed, der begge kan give aktivitet på finansmarkederne. Anders ser også nærmere på inflationstal og ikke mindst råvare-udviklingen og forklarer, hvorfor råvarer er interessante netop nu. 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

Positive toner fra OPEC udløser solidt hop i olieprisen, mens presset stiger på bankaktie og sender renter endnu lavere. Men er der hold i oliens prisstigning, og bør investorer bekymre sig for banksektoren generelt? Chefanalytiker Jan Størup Nielsen analyserer markederne. Vi ser også på effekten af tv-debatten mellem Clinton og Trump, der rykkede aktie- og valutamarkeder. Find ud af, hvilken valuta, der er den bedste indikator for finansmarkedets pejling af udfaldet af præsidentvalget i USA - og hør hvad vi kan vente os i næste uge, hvor især USA er i fokus. 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

De store centralbanker har alle haft mulighed for at signalere deres intentioner over de seneste uger. Fed, Bank of Japan og Norges Bank holdt alle møder i denne uge, hvor det dog ikke blev til renteændringer. Der breder sig en opfattelse i markederne af, at de store centralbanker er ved at være nået til enden af dén vej, der er belagt med pengepolitisk lempelser, skønt risikoen for en mere høgeagtig retning endnu synes ubetydelig. Det er godt nyt for risikoappetitten. Der er ingen store nøgletal i vente i ugen, der kommer, men et uformelt OPEC-møde kan presse olieprisen højere i starten af ugen, og den første debat mellem præsidentkandidaterne Clinton og Trump bliver helt sikkert interessant. 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

Alt fokus på de finansielle markeder er lige nu rettet imod centralbankerne. Hvornår sætter de renten op i USA? Vil Bank of England forsøge at afbøde konsekvenserne af Brexit med en ny rentenedsættelse? Og hvad sker der i Japan, hvor alle afventer en redegørelse fra centralbanken der skal belyse, om det overhoved giver mening at sætte renten yderligere ned. 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 in

Stilhed før storm! Med otte uger til præsidentvalget i USA er det "business as usual" på finansmarkederne - indtil videre. Forbered dig på stigende markedsvolatilitet omkring valgdagen, varskor chefanalytiker og USA-ekspert, Johnny Bo Jakobsen i denne tema-podcast med fokus på udviklingen i den amerikanske økonomi og Clinton vs. Trump. Vi diskuterer bl.a. Fed's næste rentetræk, og effekterne af Trump som præsident; svagere økonomi og heftig turbulens på finansmarkederne! Lyt med og bliv opdateret på udviklingen i USA. 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 o

Political turmoil, Brexit puzzle, low growth and tentative monetary easing - the Euro area struggles with multiple uncertainties, and upcoming elections in major member countries might jeopardise the ongoing recovery. Or maybe not! Chief analyst Holger Sandte analyses the Euro area and looks into 2018 in this special Focus edition where we discuss the rising political risks, and talk about prime growth drivers, biggest threats and market triggers. 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 reco

Renter steg og US dollar faldt efter Dragis melding om at ECB holder døren åben for yderligere lempelser af pengepolitikken - men bare ikke nu. Så hvornår så, og hvornår sænker ECB indlånsrenten? Skuffelse og usikkerhed prægede markedet - fortsætter tendensen i næste uge? Chefanalytiker Anders Svendsen analyserer ECB, Fed's og centralbankernes nylige og næste træk. Lyt med og få overblik over, hvad næste uge bringer - og hør, hvorfor olie og Sverige er i fokus, og hvad der ellers er værd at 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

Det står sløjt til med væksten i de nordiske lande, ligesom USA - og verdensøkonomien generelt - også har svært ved at få gang i hjulene. Men det kommer - om end i nedsat tempo. Det fremgår af en frisk udgave af Nordea Economic Outlook, der stiller skarpt på den økonomiske udvikling i norden og globalt. Få overblik med cheføkonom Helge J. Pedersen, der analyserer de økonomiske prognoser og risikoscenarier som præsidentvalget i USA og Brexit og uddyber Nordea's forventninger til de nordiske økonomier i de kommende 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 the publicatio

Dystre nøgletal fra USA udløste aktiedyk og sendte olieprisen på ny nedtur - hør hvorfor og hvad så med chefanalytiker Anders Svendsen. Vi ser også nærmere på næste uges top-begivenheder, såsom rentemøder i ECB og Riskbanken - og diskuterer hvad ECB kunne tænkes at hive op af værktøjskassen. Og så kommer Kina med en stribe data - og her skal der spidses ører! Lyt med og find ud af, hvilket nøgletal, der er helt afgørende, og kan udløse aktiefald globalt. 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

Hør hvorfor regeringens 2025-plan er "den mest ambitiøse plan, der nogensinde er lanceret" med cheføkonom Helge Pedersen, der giver overblik over roser og torne, og effekterne overordnet. Lyt med og find ud af, hvad der bekymrer cheføkonomen ved de noget overraskende BNP-tal, og hvad der rykker i finanslovsforslaget. Tune ind og hør, hvad der er værd at holde øje med, risici og muligheder - og om der mon er lagt an til et snarligt dansk valg! 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 recommend

Yellen indikerer kommende renteforhøjelse, uden dog at lægge sig fast på en dato. Chefanalytiker Jan Størup Nielsen reflekterer over Yellen’s tale på Jackson Hole conferencen i fredags og giver sit bud hvad den kan få af betydning på de finansielle markeder i den kommende tid. Klik og få sidste nyt om udviklingen på finansmarkederne med Jan 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 tai

Hvad skyldes olieprisens kraftige optur, og hvor højt skal den op? Kan rumlerier i Fed, få centralbankchef Yellen til at hæve renten før præsidentvalget i USA? Chefanalytiker Jan Størup Nielsen forklarer oliehop og giver sit bud på Yellens næste rentetræk. Lyt med og find også ud af, hvordan det står til i Storbritannien og EU, og hør hvad der kan fyre op under aktier og obligationer i ugen, der kommer. Tune ind og få sidste nyt om udviklingen på finansmarkederne med Jan. 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

Er US aktiers himmelflugt tegn på, at USAs økonomi er i topform? Hæver Fed så renten allerede før præsidentvalget? Og hvordan vil markederne reagere, hvis Trump bliver præsident? Chefanalytiker Johnny Jakobsen giver sit bud på udviklingen, og peger på hvad investorer bør holde øje med op til valget i november. Vi gør også status på Brexit-effekten og diskuterer konsekvenserne af en forhaling af den politiske proces - og meget mere. Lyt med og bliv klogere på dollar-pres, rente-ryk og finansmarkederne generelt. 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