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

Stærke nøgletal + mindre politik = glade markeder  

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 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.

Emerging Markets off to a great start – look into EM equities and FX  

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 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.

US kongetal og usikre inflationstal sætter dagsordnen  

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 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.

Should financial markets worry about Le Pen as French President? Yes  

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 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 og Fed styrer slagets gang – hold øje med olieprisen  

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 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.

Economic Outlook: Bedre vækstudsigter trods større global usikkerhed  

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 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.

Er der en aktiekorrektion i sigte - og gør ECB klar til en renteforhøjelse?  

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 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.

Er det danske boligmarked på vej mod en ny boligboble – og hvad med renten?  

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 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.

Ny rekord i danske aktier – olie og dollar under pres  

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 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.

Chinese economy is solid but major events and a trade war can change that  

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 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.

Fed hæver renten – godt eller skidt for markederne?  

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 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

Nøgletal løfter aktierne og forventningerne til Fed  

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 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.

The Dutch election could disrupt the financial markets  

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 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.

Usikkerhed giver markante rente-dyk – Trump-tale kan trigge rente-hop  

Vi fik stærke nøgletal fra Europa, og i USA varmer Fed op til en renteforhøjelse. Der er gang i væksten, og også den danske økonomi er i god form. Men politisk usikkerhed ulmer under de finansielle markeder, og det aflæses tydeligst på renterne, der igen falder, påpeger chefanalytiker Jan Størup Nielsen. ”Alle venter, der kommer til at ske noget, men ingen ved præcis, hvornår det sker,” siger Jan. Trump-tale i Kongressen kan fyre op under såvel aktie- som rentemarkederne, ligesom friske nøgletal for euroområdet også kan vise sig at være en ’game changer’. Og er man boligejer, er der også interessante nøgletal på vej – lyt med og hør hvorfor, og hvad Jan vil holde ekstra 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 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.

Grækenland og europæiske valg spøger – nøgletal og renter i fokus  

Vil øget politisk usikkerhed svække den globale vækst? Og hvordan ser det ud på rente-fronten – bør investorer begynde at berede sig på rente-justeringer? Lyt med når Senior analytiker og Rente-strateg, Piet Christiansen analyserer rente-markederne og deler ud af sine forventninger til renterne. Vi diskuterer også Grækenlands gældskrise og betydningen af de forestående valg i Holland og Frankrig, og ser på markedseffekterne af en øget politisk usikkerhed. Bliv opdateret på markedsudviklingen og hør hvilke nøgletal og begivenheder, du bør holde særligt 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 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.

Kan Trump diktere dollarens styrke med et twitter feed ?  

KICK: Trump har blæst til kamp mod den stærke dollar. Vi taler om Trumps muligheder for at påvirke dollarkursen og hvordan hans planer om nye infrastruktur projekter vil gavne jobskabelsen i USA. I Europa er inflationen begyndt at stige og renterne er kravlet højere. Det gælder også i Danmark 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.

Hvad trigger aktie-rekord – er opturen holdbar, med Trump?  

Er det stærke nøgletal, der driver aktie-optur og udløser Dow Jones-rekord? Og hvor længe holder de positive takter ved – med Trump i protektionistisk offensiv og en lurende handelskrig i sigte? Hør chefanalytiker Anders Svendsens vurdering af situationen på de finansielle markeder, og hør Anders’ bud på, hvad der kan vende stemningen og rykke markederne. Lyt med og få overblik over, hvilke nøgletal du bør holde øje med, og hvad der kan få centralbankerne i aktion. 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.

Analysis of Trump’s actions and the market reactions – what’s next?  

Four days after Trump’s inauguration speech, the US president has meddled with the US dollar level, pulled the plug on Trans-Pacific and Transatlantic partnerships, and aired tariffs on foreign goods and more. What’s next, and what to expect? Chief analyst Johnny B. Jakobsen analyses Trump’s promises and actions, and elaborates on the immediate market reactions and future scenarios. Get an overview of the impact on US and European economies, and hear if, when and why we could be facing a global trade and currency war. 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.

Er det stilhed før Trump-storm – og hvilken effekt får en hård Brexit?  

KICK: Finansmarkederne ser ud til at holde vejret i dagene og timerne op til den historiske indsættelse af Donald Trump som USA’s 45. præsident. Hør chefanalytiker Jan Størup Nielsens vurdering af markedsdynamikkerne før og efter Trumps indsættelsestale. Få Jans bud på, hvad der kan trigge finansmarkederne på den korte bane, og få indblik i hvor hårdt en ”hård Brexit” kan ramme markederne og ikke mindst dansk økonomi. Lyt med og få overblik i en uforudsigelig tid, hvor alle øjne er rettet mod Trump. 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.

Trump-tryk på aktier og dollar – zoom ind på ECB og nøgletal  

Tvivl om Trumps økonomiske politik trykkede aktier, dollar og peso, og usikkerheden om hvorvidt og hvordan Trumps nye regering vil indfri de mange store løfter, vil præge markederne fremadrettet. Hør chefanalytiker Anders Svendsens vurdering af Trump-effekten på finansmarkederne, og hvor Trumps ord har særlig stor – og skæbnesvanger - betydning. Vi zoomer også ind på ECB og Draghis tonefald, som i tilfælde af ”mislyde” kan rykke finansmarkederne. Det samme kan nogle af ugens nøgletal, så lyt med og hør, hvilke data og begivenheder, der er værd at holde ekstra 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 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.

0:00/0:00
Video player is in betaClose