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

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.

Positiv aktiestart, højere råvarepriser og stigende optimisme - hold øje med Trump og Yellen  

KICK: Globale aktier kom godt fra start i 2017, hvor en stigende optimisme præger finansmarkederne. Højere råvarepriser, styrket dollar og positive nøgletal driver den positive udvikling – og Trump! Det vurderer chefanalytiker Jan Størup Nielsen, der stiller skarpt på årsager og følgevirkninger af den forstærkede optimisme – og også ser på, hvad der kan spolere den positive stemning. Lyt med og hør hvad Jan vil holde ekstra øje med af begivenheder og nøgletal – og bliv klogere på, hvordan US jobrapport og en stigende inflation påvirker finansmarkederne 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 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.

Flashback & forecast.  What’s hot in ’17 - gold, bonds, USD, GBP or SEK? What are the risks?  

Did your predictions for 2016 come true? What's the forecast for 2017 – any investment tips? Hear what our senior analyst Aurelija Augulyte predicts to be the market surprises this year, and why she’s turning ‘bearish’. Listen to what the senior analyst would go for in 2017 and what she would avoid. Figure out if gold could make a comeback this year - and hear why Aurelija now, opposed to last year, would buy bonds, and learn which currencies is a "must have" in any portfolio. Tune in now – we're talking investment tips for 2017 in a nutshell. 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.

Nytårs-podcast – Chefanalytikere ser ind i 2017 og forudser jokere, risici og fart på!  

Hvis du syntes 2016 var et højspændt og interessant år, så kan du godt glæde dig til 2017, der kommer lige så meget fart på finansmarkederne og drama på den politiske front. Det vurderer vores to chefanalytikere, Anders Svendsen og Jan Størup Nielsen i denne specielle nytårs-podcast, hvor vi diskuterer historiske begivenheder, reaktioner og overraskelser i 2016 – og ser ind i 2017. Hør chefanalytikernes forventninger til udviklingen på aktiemarkederne, på renterne, olieprisen, dollarkursen, og hvad der kan trigge eller bremse væksten. Lyt med og hør om risici og muligheder i 2017. 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 tager en puster, mens dollar viser muskler – hør hvorfor, og hvad så!  

KICK: Hvad er drivkraften bag heftig aktie-optur, og hvad skyldes opbremsningen – er der dømt juleferie? Hør chefanalytiker Jan Størup Nielsens vurdering af udviklingen på de finansielle markeder – herunder effekterne af en yderligere styrket US dollar, til glæde for eksporten, men skidt for dansk privatforbrug. Lyt med og hør hvorfor, og hvad investorer bør holde øje med, før året rinder ud. 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.

Højere renter, aktie-rekord og stærkere dollar - positiv stemning præger. Hør hvorfor!  

KICK: Positiv stemning præger de finansielle markeder op til jul i kølvandet på en renteforhøjelse fra Fed og med flere rentemøder i sigte. Hør chefanalytiker Anders Svendsens bud på, hvad vi kan vente os fra den svenske og japanske centralbank, og hvornår Fed vil forhøje renten igen. Lyt med og få indblik i, hvad der driver de positive takter på finansmarkederne, der p.t. er præget af aktierekord, højere renter, stærkere US dollar og højere oliepriser - og hvad du 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.

ECB overrasker markedet og SP500 bryder alle rekorder.  

Den europæiske centralbank overrasker markedet med ændringer til det igangværende opkøbsprogram, der kan påvirke renteudviklingen. Vi kigger på S&P500 indekset, der ser ud til at forsætte den positive trend, og hvad det ligger bag denne udvikling. Den amerikanske centralbank mødes i midten af næste uge hvor vi forventer, at der kommer en rentestigning. Vi vurderer den forventede markedsreaktion. 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.

FOCUS: ”Another brick in the wall” Vil vi se handelsbarrierer og protektionisme fremover?  

“Another brick in the wall” – ny global prognose fra Nordea. Væksten i verdensøkonomien vil tiltage over de kommende år og de lange renter vil trække højere. Dansk økonomi ventes også at vokse hurtigere, løftet af en højere beskæftigelse og stigende boligpriser. Den største trussel mod opsvinget er protektionisme og stigende politisk usikkerhed. Hør Cheføkonom, Helge Pedersens prognose for den kommende tid. 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.

Pæne nøgletal og lovende olie-aftale – eller er det? Og hvad med ECB!  

KICK: OPEC-landene blev enige om at skære i olieproduktionen, men gør de så også det? Og hvad med de pæne nøgletal og spæde tegn på vækst i øst og vest, holder de ved? Chefanalytiker Anders Svendsen giver det store overblik og bud på, hvor olieprisen skal hen, og hvad ECB kan have i ærmet, og om tapering er på programmet. Lyt med og hør hvad valg i Italien og Brexit-møde betyder for finansmarkederne med Anders, der også løfter lidt af sløret for, hvad Nordea’s Economic Outlook har fokus på i december-udgaven, der udkommer på torsdag. 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.

Zoom in on Italy and ECB and avoid unpleasant surprises  

FOCUS: Why does an Italian referendum vote cause so many headlines and concern on the financial markets? Chief analyst Holger Sandte explains the implications of the vote, and how and to what extent a Yes or a No vote might affect the financial markets. Listen and hear about pitfalls and what the outcome means to the Euro area – and hear what to expect from the upcoming ECB meeting. 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.

KICK: OPEC, Italien, ECB og stimer af hotte nøgletal forude  

Amerikanske aktier sætter nye rekorder, og de lange renter er steget – også i Danmark, hvor økonomien faktisk har det ret godt. Hvor godt, og hvad den danske regering så vil stille op, bliver vi klogere på i næste uge. Hør i mellemtiden vurderingen fra chefanalytiker Jan Størup Nielsen, der også ser nærmere på de amerikanske aktiers vilde ridt på Trump-bølgen - og stiller skarpt på næste uges vigtige begivenheder, bl.a. et afgørende møde i OPEC og et højspændt valg i Italien – to begivenheder, der uden tvivl vil påvirke de finansielle markeder. Lyt med og hør i hvilken grad, og hvad du 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.

KICK: Fed og Trump sender renter og US dollar i vejret - usikkerhed hersker  

Mens finansmarkederne tumler med Trumponomics, er det omvendt ganske vist at Fed forhøjer renten i december - altså hvis og såfremt Trump holder lav profil, nøgletal ikke skuffer - og meget andet! Chefanalytiker Anders Svendsen analyserer udviklingen på finansmarkederne - lige nu er der forholdsvis ro på, men det kan vende på et splitsekund. Usikkerheden præger de finansielle markeder - hør hvordan og hvorfor, og hvad vi har i vente. 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.

KICK: Trump-sejr sender Dow Jones i rekord og renter op - hvem jubler og gruer?  

Trump vandt Det Hvide Hus og begge kamre i Kongressen - og fyrede op under finansmarkederne. Men panikken blev kortvarig. Investorer genvandt hurtigt humøret og risikoappetitten - Dow Jones satte rekordhøjde, dollar er styrket og lange renter er steget kraftigt. Hvorfor det? Chefanalytiker Jan Størup Nielsen analyserer udviklingen, og peger på tabere og vindere og vurderer baggrunden for den temmelig interessante markedsreaktion. Og hvad så nu? Forhøjer Fed renten i år, og er det stilhed før storm på finansmarkederne? Hør Jans vurdering. 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.

FOCUS US: Trump's victory rattles markets - how hard and for how long?  

Donald Trump is heading for the White House - and as expected Trump's victory set off sharp falls all around; US stock futures and European stock markets dropped and the Peso plummeted promptly. Uncertainty rules and spurs market turmoil - but how heavy and for how long? Chief analyst Anders Svendsen analyses the market reactions the Day After. Learn about winners and losers in Trump land, and hear Anders' take on Fed's next move and what to expect in the weeks to come. 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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