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Mere ro over handelskrigen mellem USA og Kina, større klarhed om Brexit og markante lempelser af pengepolitikken har genskabt tilliden på de finansielle markeder. Alligevel er der afkøling på vej til den danske økonomi. Lyt med når Helge J. Pedersen og Jan Størup Nielsen tager en snak om Nordea nye økonomiske prognose. 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,

ECB ændrede ikke på renten, europæisk økonomi ser ud til at have bundet og nu sker Brexit. Lyt med når Helge J. Pedersen og Morten Lund analyserer de seneste trends i dansk og international økonomi samt den kommende uges begivenheder 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 pa

USA og Kina har underskrevet den længe ventede handelsaftale. Det lysner for verdensøkonomien og ECB er færdige med at lempe pengepolitikken. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i dansk og international økonomi samt den kommende uges begivenheder 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

Allerede fra begyndelsen af det nye år har uroen i Mellemøsten og håbet om en snarlig aftale i handelskrigen bestemt retningen på de finansielle markeder. Lyt med når Nordeas analytikere Anders Svendsen og Jan Størup Nielsen i denne podcast diskuterer den seneste udvikling og samtidig giver deres bud på, hvordan centralbankerne vil forholde sig til den højspændte politiske situation. 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

Handelsaftale og geopolitik har sat sine spor på årets første handelsdage. Fortsætter renten med at stige, hvordan går det på boligmarkedet og kan dansk økonomi fortsætte fremgangen? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i dansk og international økonomi samt den kommende uges begivenheder 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 i

I denne nytårspodcast kigger Andreas Steno Larsen og Morten Lund på de mest sandsynlige scenarier for år 2020. Recession eller økonomisk boom. Hvad er mest sandsynligt?

I denne julepodcast kigger Anders Svendsen, Jan Størup Nielsen og Helge Pedersen tilbage på udviklingen i dansk og international økonomi i året, der rinder ud og giver deres vurdering på, hvad 2020 kan bringe. 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 l

Forlydender om, at en handelsaftale mellem USA og Kina er plads samt en jordskredssejr til Boris Johnson ved det britiske parlamentsvalg har ført til aktieeufori. Og så er er den nye chef for ECB, Christine Lagarde, for alvor trådt frem. Helt som sin egen. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i dansk og international økonomi samt den kommende uges begivenheder 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 partic

Får Boris Johnson og de konservative absolut flertal ved torsdagens valg, kommer der ændringer til pengepolitikken, når ECB og Fed holder møder og kommer FCK videre i Europa League? Lyt med når Helge J. Pedersen og Morten Lund analyserer de seneste trends i dansk og international økonomi samt den kommende uges begivenheder 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 individu

Efter en svær periode er der nu kommet gang i britiske pund og svenske kroner, selv om det faktisk ikke går så godt i nogen af landene. Er afmatningen i verdensøkonomien ved at løje af og vil Nationalbanken indsnævre renteforskellen til euroområdet? Lyt med når Helge J. Pedersen og Niels Christensen analyserer de seneste trends i dansk og international økonomi samt den kommende uges begivenheder 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

Beskæftigelsesfremgangen er gået i stå og forbrugertilliden falder. Er dansk økonomi for alvor ved at blive indhentet af den internationale afmatning? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i dansk og international økonomi og ser på den kommende uges begivenheder 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 inves

Der har været en udpræget positiv stemning på de finansielle markeder over de seneste uger. Skyldes det, at afmatningen i verdensøkonomien endelig ved at ebbe ud eller de positive meldinger fra handelsforhandlingerne mellem USA og Kina ? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 strat

Der har været en udpræget positiv stemning på de finansielle markeder over de seneste uger. Skyldes det, at afmatningen i verdensøkonomien endelig ved at ebbe ud eller de positive meldinger fra handelsforhandlingerne mellem USA og Kina ? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 strat

Aktiekurserne og renterne er steget markant i forventning om, at USA og Kina snart underskriver en handelsaftale. Og så har væksten i dansk økonomi været meget stærkere end tidligere antaget. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 individu

Fed leverede varen og satte som ventet renten ned for tredje gang i år. Aktiekurserne kvitterede med nye rekorder, men samtidig er dansk økonomi på vej ned i tempo. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 ad

Der kom ingen nye rentenedsættelser på Mario Draghis sidste møde som chef for ECB. Til gengæld er der lagt op til, at Fed sætter renten ned i næste uge, som i øvrigt byder på en lind strøm af spændende nøgletal. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 n

For over 2000 år siden tog Julius Cæsar et uigenkaldeligt skridt mod en ny verdensorden, da han krydsede floden Rubicon. Er vi med Brexit og handelskrigen mellem USA og Kina, nu vidne til et Rubicon scenarie anno 2019 – og en ny verdensorden? For selv om politikkerne i den forgangne uge har forsøgt at indgå nye aftaler, fortsætter de globale nøgletal med at pege på en lavere global vækst – en effekt som også allerede nu er begyndt at påvirke dansk økonomi. Lyt med når Morten Lund og Jan Størup fra Nordea diskuterer den seneste udvikling og samtidig giver deres bud på, hvad der bliver de vigtigste begivenheder i 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

Er amerikansk økonomi nu også for alvor på vej ned tempo og kommer der flere rentenedsættelser fra Fed? Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 p

En serie af dårlige nøgletal fra USA har genoplivet recessionsfrygten i USA, men når Federal Reserve at redde økonomien? I Sverige bliver nøgletallene også tiltagende værre, men den svenske Riksbank har ikke opdaget det endnu. Lyt med når Andreas Steno og Morten Lund analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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 d

Tysk økonomi er på vej I recession, men Danmark står godt rustet til at imødegå stormen. Også derfor bør finansloven for 2020 være vækstneutral. Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder 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