Episodes

  • 00:13:27

    Økonomi i topform, tøvende pengepolitik

    · Nordea Markets Insights DK

    Verdensøkonomien er i topform ved indgangen til 2018, men alligevel er centralbankerne tøvende med at stramme pengepolitikken. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og ser på begivenhederne på de finansielle markeder 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 adviser.

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  • 00:12:02

    Boomende arbejdsmarked - stilstand i butikkerne

    · Nordea Markets Insights DK

    Er der fremgang i dansk økonomi? Hvordan går det med inflationen? Og hvad med olieprisen? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i dansk økonomi og den kommende uges begivenheder.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.

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  • 00:15:41

    Usikre markeder og valutaer under pres

    · Nordea Markets Insights DK

    Det har været en uge, hvor de finansielle markeder har været præget af faldende risikoappetit og en markant svækkelse af norske og svenske kroner. Lyt med når Helge J. Pedersen og Anders Svendsen bl.a. diskuterer udviklingen på de nordiske boligmarkeder og i emerging markets, samt den kommende uges begivenheder.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.

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  • 00:15:16

    A booming Euro area with no inflation

    · Nordea Markets Insights DK

    The EU Commission has just published a new optimistic forecast for the Euro area while we have postponed the expected timing of the first ECB hike to end-2019. Will Draghi propose any changes to the inflation target at next week’s conference on central bank communication in Frankfurt? Tune in when Helge J. Pedersen and Holger Sandte discuss European affairs and the impact of next week’s events on 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.

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  • 00:14:11

    Der varmes op til ny rentestigning i USA

    · Nordea Markets Insights DK

    I ugens FinansKick sætter vi fokus på USA, hvor væksten er høj og Fed varmer op til nye renteforhøjelser. Samtidig har præsident Trump nomineret den nye formand for Fed, fremlagt en ekspansiv skatteplan og er taget på rundrejse i Asien. Lyt med når Helge J. Pedersen og Johnny Bo Jakobsen diskuterer seneste nyt om amerikansk økonomi og politik, og hvad der ellers rører sig på 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.

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  • 00:14:40

    Dansk boligmarked i god gænge – men hvor længe?

    · Nordea Markets Insights DK

    Der bliver solgt flere danske boliger, priserne stiger, og så er nybyggeriet kommet godt i gang igen. Lyt med når boligøkonom Lise Nytoft Bergman og Jan Størup Nielsen, økonom på dansk økonomi, diskuterer udviklingen på det danske boligmarked, og giver deres syn på, hvor den er på vej hen. Hør hvorfor opsvinget denne gang er væsentlig sundere end for 10 år siden, og hvordan den nye regulering vil påvirke markedet, og hvad danske boligejere 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.

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  • 00:13:52

    Ro på rentefronten, aktier stiger

    · Nordea Markets Insights DK

    Renten forbliver lav længe endnu. Det var konklusionen på rentemødet i ECB, som blev positivt modtaget på de finansielle markeder. Lyt med når Helge J. Pedersen og Jan Størup Nielsen diskuterer den seneste udvikling på markederne og ser frem mod næste uge, der bl.a. byder rentemøder i USA og Storbritannien og vigtige amerikanske nøgletal.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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  • 00:13:39

    ECB og Catalonien udfordrer rekordhøje aktiemarkeder

    · Nordea Markets Insights DK

    De amerikanske aktiemarkeder har sat nye rekorder - trods 30-året for Black Monday igår. Det tyske DAX-indeks er tillige over 13.000 for første gang. I næste uge truer ECB og Catalonien, og vi diskuterer, hvad der kan gå galt set med markedsbriller. Lyt med når analytikerne Anders Svendsen og Piet Christiansen analyserer og diskuterer udviklingen på de finansielle markeder.Disclaimer:All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the 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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  • 00:14:17

    Modvind til dollar og pund – kæmpe begivenhed i Kina forude

    · Nordea Markets Insights DK

    I dag snakker vi Kina og valuta. Hør hvorfor Andreas ser US dollar i 6,50 inden årets udgang, og hvorfor han er blevet mindre positiv på pundet. Og hør også, hvorfor luften er sivet lidt ud af svenske kroner. Og hør ikke mindst, hvad vi kan have i vente ved næste uges største politiske begivenhed; Partikongressen i Kina.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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  • 00:12:09

    USA er tilbage i førersædet – kinesisk partikongres forude

    · Nordea Markets Insights DK

    De amerikanske aktiemarkeder har nået nye rekordhøje niveauer. Til gengæld er stemningen noget mere afdæmpet i Europa, hvor den politiske situation i Catalonien skaber nervøsitet på de finansielle markeder. Skiftet i momentum fra Europa til USA kan også aflæses i den amerikanske dollar, der igen bliver styrket. I næste uge vil markederne begynde at se frem mod den store partikongres i Kina, der starter i næste weekend. Og så kommer inflationen endnu engang i fokus med nye tal fra både USA og de nordiske lande.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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  • 00:09:55

    Skattelettelser, renteforhøjelser og nye tider for boligejere

    · Nordea Markets Insights DK

    Trump har varslet skattelettelser, mens den amerikanske centralbank har sat kursen mod en ny renteforhøjelse i december. På de finansielle markeder har det løftet renterne, mens dollaren er blevet styrket. Næste uges vigtigste begivenhed er fredagens beskæftigelsesrapport fra USA. Men det er også værd at holde et vågent øje med de nye tal fra det norske boligmarked onsdag, hvor priserne i Oslo er faldet de sidste 5 måneder i træk – interessant ikke mindst set i lystet af, at det danske boligmarked på mandag vågner op til nye og skrappere krav til belåningsmulighederne i København og Århus. Lyt med og få overblik med chefanalytikerne Jan Størup Nielsen og Johnny Bo Jakobsen.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.

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  • 00:12:26

    Jagten på inflation fortsætter – markederne tvivler

    · Nordea Markets Insights DK

    Over det meste af verden kæmper centralbankerne med at få inflationen højere. I USA er markederne dog ikke helt overbeviste om, at det vil lykkes – og det selv om den amerikanske centralbank så sent som i onsdags gentog budskabet om, at de agter at sætte renten op igen i december. I den kommende uge vil de finansielle markeder atter rette fokus mod inflationen, når der på fredag offentliggøres nye tal for euroområdet. Samtidig er det også værd at holde et vågent øje med chefen for den amerikanske centralbank, når Yellen går på talerstolen tirsdag. Lyt med og få overblik med chefanalytikerne Jan Størup Nielsen og 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 adviser.

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  • 00:09:26

    Stigende aktiemarkeder alt imens renteforhøjelserne rykker nærmere

    · Nordea Markets Insights DK

    Aktiemarkederne i USA når nye rekordhøje niveauer, mens centralbanken i Storbritannien varmer op til den første renteforhøjelse i 10 år. I den kommende uge vil interessen samle sig omkring den amerikanske centralbank, der onsdag holder møde. Her vil de formentlig beslutte at begynde at nedbringe sin obligationsbeholdningen, og måske forberede de finansielle markeder på en ny renteforhøjelse i december. Lyt med når chefanalytiker Jan Størup Nielsen og chefanalytiker Johnny Bo Jakobsen diskuterer inflationstal, Storbritannien og de amerikanske aktiemarkeder.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.

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  • 00:15:02

    Renten forbliver lav længe endnu, lover ECB

    · Nordea Markets Insights DK

    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.

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  • 00:11:03

    Economic Outlook: På vej ind i en højkonjunktur

    · Nordea Markets Insights DK

    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.

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  • 00:12:45

    Aktier i ny rekord og fuld fart på økonomien

    · Nordea Markets Insights DK

    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.

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  • 00:13:42

    Yellen og Draghi sætter kursen for markederne

    · Nordea Markets Insights DK

    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.

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  • 00:12:26

    Dansk økonomi i topform

    · Nordea Markets Insights DK

    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.

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  • 00:14:00

    Nordkorea sætter dagsordenen

    · Nordea Markets Insights DK

    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.

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