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Hvorfor er det lige, at renten bare bliver ved med at stige, hvordan står det til i dansk økonomi og hvad skal vi vente os af inflationen? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på de finansielle markeder og 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 does not take into account the individua

Siden pandemien har Kina haft svært ved at komme tilbage på vækstsporet. Det kan få stor økonomisk betydning både globalt og herhjemme. Men Kina har også sat fuld fart på den grønne omstilling, og de seneste nøgletal indikerer, at der måske venter bedre tider forude. Lyt med når cheføkonom Helge J. Pedersen og Principal Economist i Nationalbanken Amy Zhuang tager pulsen på økonomien i Riget i Midten. 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

Der har været rentemøder i mange lande i denne uge, men ikke alle centralbanker valgte at sætte renten op. Euroområdet er hårdt ramt på økonomien og så kommer der nyt fra inflationsfronten i både USA og Europa i næste uge. Lyt med når cheføkonom Helge J. Pedersen og Niels Christensen tager pulsen på international økonomi og 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 individ

ECB har sat renten op igen, men signalerer, at toppen er nået. Olieprisen stiger igen, og så er der udsigt til en usædvanligt spændende uge med rentemøder i bl.a. USA, Sverige og Norge samt nyt om udviklingen i den skrantende europæiske økonomi. Lyt med når cheføkonom Helge J. Pedersen og Anders Svendsen tager pulsen på dansk international økonomi og 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

Nu rammes dansk og især europæisk økonomi af den strammere pengepolitik. Er en blød landing det mest sandsynlige, og er ECB færdig med at sætte renten op? Lyt med når cheføkonom Helge J. Pedersen og Jan Størup Nielsen tager pulsen på dansk økonomi og 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 indivi

Vi har været gennem en forholdsvist rolig uge på de finansielle markeder, som bl.a. har skullet fordøje indtrykkene fra centralbankchefernes taler på Jackson Hole symposiet i sidste uge, men også nye oplysninger om inflationsudviklingen i både Europa og USA. Lyt med når cheføkonom Helge J. Pedersen sammen med Anders Svendsen og Philip Maldia tager pulsen på international økonomi og 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 instru

Svage nøgletal fra euroområdet har ført til store bevægelser på de finansielle markeder. Får det også betydning for pengepolitikken, og hvad skal vi vente fra Jerome Powell og Christine Lagarde, når de går på podiet i Jackson Hole? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på international økonomi og 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 doe

Amerikansk økonomi er i topform, men de offentlige finanser følger ikke med. Det trækker renterne op og aktierne ned. Kommer der nye meldinger fra centralbankerne på Jackson Hole symposiet? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på international økonomi og 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 invest

Centralbankerne har henover sommeren taget endnu et skridt mod rentetoppen. Inflationen i Danmark steg i juli for første gang i ni måneder i Danmark. Skal vi vænne os til en ny virkelighed? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på dansk økonomi og 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 adv

Stærke kræfter trækker inflationen ned for tiden. Det var vi vidne til i både Danmark og USA i denne uge. Men er det holdbart og hvad betydning får det for pengepolitikken? Lyt med når cheføkonom Helge J. Pedersen og makro strateg Philip Maldia tager pulsen på de finansielle markeder i denne sidste podcast inden sommerferien. 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 a

Det går næsten for godt i amerikansk økonomi, og renten har igen sat kursen nordpå. Svenske og norske kroner har aldrig været svagere over for den danske krone. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen 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 individ

Der var stor fremgang i dansk økonomi i årets første kvartal, hvor også beskæftigelsen satte ny rekord. Men hvor længe kan det blive ved, og hvad sker der med inflationen og renten? Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på dansk økonomi og 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

Hvor står vi i kampen mod den globale opvarmning og klimaforandringerne og hvad er de største udfordringer for at opfylde de ambitiøse klimamål? Lyt med når cheføkonom Helge J. Pedersen har dekan ved Syddansk Universitet og formand for klimarådet, Peter Møllgaard, med i studiet til en snak om tidens allervigtigste 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 strategies and thus it does not provide individually tailored investment advice

Som ventet satte Fed de pengepolitiske stramninger på pause, mens ECB og Nationalbanken fortsatte rentestigningerne. Det overraskende var de ret klare udmeldinger fra både Frankfurt og Washington om, at renten på ingen måde ikke har nået toppen endnu. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på de finansielle markeder og 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 a

Selvom inflationen falder kraftigt for tiden, vil ECB sætte renten yderligere op på torsdag, og Nationalbanken følger trop. I USA er rentestigningerne til gengæld sat på pause. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på de finansielle markeder og 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

Der kom igen godt nyt fra inflationsfronten i Europa, men ECB vil alligevel fortsætte med at sætte renten op. Aftalen det amerikanske gældsloft er faldet på plads. Det giver ro om de offentlige finanser frem til 2025. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på de finansielle markeder og 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 individual

Usikkerhed om det amerikanske gældsloft, høgeagtige udmeldinger fra Fed og nyheden om, at Tyskland er i teknisk recession har ført til fald på aktiemarkederne og stigende renter. Næste uge byder bl.a. på nyt om inflationsudviklingen i euroområdet. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på de finansielle markeder og 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 th

Et bomstærkt dansk arbejdsmarked er med til holde økonomien oven vande i en tid præget af stor usikkerhed. Det store fald i energi- og råvarepriserne trækker inflationen yderligere ned, men vi har endnu ikke set de sidste rentestigninger fra hverken de store centralbanker eller Nationalbanken. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen på de finansielle markeder og 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 parti

Markederne rystede hurtigt meldingerne om, at endnu en amerikansk bank er i store problemer, af sig. Investorerne har sigtekornet rettet på inflationsudviklingen og ikke mindst den kommende uges helt store begivenheder, nemlig rentemøderne i Washington og Frankfurt. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen 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

Risikoappetitten er vendt tilbage til investorerne og aktiemarkederne har haft kurs nordpå. Det skyldes ikke mindst, at inflationen er kraftigt på vej ned, men også at der igen er faldet ro omkring banksektoren. I det perspektiv er den amerikanske dollar kommet under pres. Det samme gør sig gældende for både den svenske og norske krone, som nu er faldet til rekordlave niveauer over for den danske krone. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen 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 publicatio