Nordea Markets Insights DK

Nordea Markets Insights DK

Denmark

Nordea Markets Insights er podcasten til dig, som ønsker perspektiv og indblik i aktuelle trends og bevægelser på de globale finansmarkeder. Her har du mulighed for at møde Nordea Markets' anerkendte eksperter og intressante gæster.

Episodes

Renten forbliver lav længe endnu, lover ECB  

På torsdagens ECB-møde gjorde Mario Draghi det klart, at ECB vil fortsætte den lempelige pengepolitik længe endnu. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen diskuterer den seneste udvikling på markederne og ser frem mod næste uge, der bl.a. byder på nyt fra inflationsfronten og et afgørende møde i FN’s sikkerhedsråd. 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial adviser.

Economic Outlook: På vej ind i en højkonjunktur  

Der er fuldt tryk på international og dansk økonomi i disse år. Alligevel forbliver renten lav, fordi inflationen ikke kan finde fodfæste. Pengepolitikken vil derfor understøtte den økonomiske vækst længe endnu og forstærke risikoen for, at dansk økonomi løber panden mod muren, grundet mangel på kvalificeret arbejdskraft. Derfor skal vi også byde robotterne velkommen. Uden dem bliver det svært at opretholde en høj økonomisk vækst fremover. Få overblik med cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen i en gennemgang af Nordeas nye 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 and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial adviser.

Aktier i ny rekord og fuld fart på økonomien  

Risikoappetitten vendte hurtigt tilbage til de finansielle markeder efter Nordkoreas seneste missilaffyring over Japan. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen diskuterer den seneste udvikling på markederne, dansk økonomi i lyset af regeringens superuge og ser frem på næste uges rentemøde i ECB. 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial adviser.

Yellen og Draghi sætter kursen for markederne  

De finansielle markeder har været i ”vent og se” humør i den forgangne uge. Begivenheden, som man ser frem til, er det årlige Fed symposium i Jackson Hole, hvor både Janet Yellen og Mario Draghi taler. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen diskuterer Jackson Hole, næste uges vigtige nøgletal og vækstudsigterne for BRIK økonomierne.

Dansk økonomi i topform  

Danmark er på vej mod den højeste vækst siden 2006. Lyt med når cheføkonom Helge Pedersen og chefanalytiker Jan Størup Nielsen diskuterer dansk økonomi og kigger frem mod næste uges begivenheder på de internationale finansmarkeder.

Nordkorea sætter dagsordenen  

Krigsretorikken mellem USA og Nordkorea har rystet de finansielle markeder. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen diskuterer den tilspidsede geopolitiske krise, vender ny finansiel prognose og gennemgår næste uges nøgletal.

Hvornår strammer Fed pengepolitikken – hvad med Trump og væksten?  

USA har befundet sig i et økonomisk opsving i mere end 8 år. Alligevel har Fed kun tøvende sat renten op og endnu ikke nedbragt sin store beholdning af obligationer. Lyt med, når cheføkonom Helge J. Pedersen og chefanalytiker Johnny Bo Jakobsen diskuterer amerikansk pengepolitik, præsident Trump og udsigterne for væksten i verdens største 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 individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Hvornår stopper dollar-nedturen – hvilke nøgletal er i fokus?  

Hvad bunder det dramatiske fald i US dollar i - og hvornår stopper det? Hør med når cheføkonom Helge J. Pedersen og analytiker Andreas Steno Larsen diskuterer valutaudviklingen i 2017, og ser nærmere på de kommende økonomiske nøgletal og deres forventede påvirkning af 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 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

ECB rykker aktie- og rentemarkeder - hvad har vi i vente?  

De finansielle markeder sendte renterne ned og aktierne op oven på Draghis udtalelser på ECB mødet i torsdags. Lyt med når cheføkonom Helge J. Pedersen og rentestrateg Piet Philip Christiansen diskuterer ECB’s rentepolitik og taler om forventningerne til næste uges store økonomiske begivenheder, som bl.a. omfatter tillidsindikatorer fra euroområdet, tysk inflation, møde i Fed og BNP-tal fra 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 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

I centralbankernes vold - er højere renter på trapperne?  

Centralbankerne svinger taktstokken over de finansielle markeder. Hvert et ord fra Yellen og Draghi bliver vendt og drejet - og nogle gange fordrejet - i jagten på at forudsige de næste træk. Lyt med når chefanalytikerne Anders Svendsen og Jan Størup giver deres syn på udviklingen og tager temperaturen på aktie- og rentemarkederne. Og hør, hvorfor det er værd at holde øje med de kinesiske væksttal og svensk inflation i 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 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Store bølgeskvulp på finansmarkederne og et glohedt dansk boligmarked  

Renterne er steget kraftigt og har skabt store bølgeskvulp på de finansielle markeder. Også herhjemme er der kommet ekstra tryk på kedlerne i form af accelererende boligpriser og en hastigt stigende beskæftigelse. Spørgsmålet er, om vi er på vej til at begå samme fejl som ramte os under Finanskrisen? Lyt med og hør Chefanalytiker Jan Størup Nielsens vurdering af udviklingen, bobler, aktiekorrektion og meget mere. 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Stærkere euro, højere renter og nervøse aktiemarkeder  

Euroen er styrket, renterne er steget og aktierne er bremset op efter en tale af Mario Draghi tidligere på ugen. Hør med når chefanalytikerne Jan Størup Nielsen og Anders Svendsen diskuterer konsekvenserne af talen. Samtidig ser de frem mod den kommende uge, hvor der venter en amerikansk beskæftigelsesrapport, vigtige kinesiske nøgletal og et rentemøde i Sverige. 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Et mærkbart dyk i olieprisen har store konsekvenser – for alle  

Prisen på olie er faldet med tæt på 20% den seneste måned. Det øger forbrugernes købekraft og presser renterne lavere. Hør med når Cheføkonom Helge Pedersen og chefanalytiker Jan Størup Nielsen diskuterer årsagerne til den faldende oliepris, og hvad det har af konsekvenser for økonomien og de finansielle markeder. Samtidig kigger de frem mod den kommende uge, der bl.a. byder på nye tal for, hvordan det går med danskernes forbrug. 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Boligmarkedet blomstrer – men hvor længe og hvad med boligreformen?  

Der er fremgang på det danske boligmarked. Priserne stiger som ringe i vandet, og der bliver solgt stadig flere boliger. Men kan det blive ved, eller rammer vi snart muren, og er der nogen faldgruber? Hør med, når boligøkonom Lise Nytoft Bergmann og Jan Størup Nielsen, økonom på dansk økonomi, giver deres syn på, hvor det danske boligmarked er på vej hen. Hør også om, hvordan de ændrede regler for boligbeskatning forventes at påvirke prissætningen, og hvorfor renten spiller en helt afgørende rolle. 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Centralbankerne dirigerer markederne igen  

Høgeagtige toner fra Fed og Bank of England i denne uge gav anledning til betydelige udsving på markederne. Næste uge er der fransk parlamentsvalg, Brexit-forhandlinger og PMIs. Hør med når cheføkonom Helge Pedersen og chefanalytiker Anders Svendsen taler om ovennævnte begivenheder, og om valutaprognoser og Emerging 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 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Amerikansk renteforhøjelse, faldende oliepris og spændende inflationstal  

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 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Britisk valg og årets vigtigste ECB-møde  

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 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Aktier er tilbage – vigtige nøgletal forude  

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 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Important OPEC meeting in Vienna  

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 og OPEC rusker op i markederne - hvad nu?  

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 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 financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

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