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Selvom inflationen er rekordhøj og vil stige yderligere, betyder usikkerheden i forbindelse med Ruslands offensiv i Ukraine, at ECB vil indtage en forsigtig holdning på rentemødet i næste uge. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Anders Svendsen tager pulsen på ugens store 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 doe

Ruslands militære invasion af Ukraine har givet store dønninger på de finansielle markeder, hvor situationen udvikler sig fra dag til dag. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Niels Christensen tager pulsen på ugens store 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 parti

Inflationen i USA stiger fortsat og markederne spekulerer i, hvor aggressivt Fed vil gå til værks. Det har fået renten op på før-pandemi niveauet og aktiemarkederne er i gang med at fordøje udviklingen. Også i Danmark er inflationen nået op på det højeste niveau i mange år. Lyt med når cheføkonom Helge J. Pedersen og chefanalytiker Jan Størup Nielsen tager pulsen 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

Kort tid efter, at Fed skærpede retorikken, lyder der nu også høgeagtige toner fra ECB, som udtrykker reel bekymring for inflationsudsigterne. Det kan betyde, at den første rentestigning fra Frankfurt er rykket markant tættere på end hidtil ventet. Det gælder også for Danmark. Lyt med når Helge J. Pedersen, Anders Svendsen og Jan Størup Nielsen tager pulsen 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 an

Den amerikanske forbundsbank, Fed, har foretaget en u-vending i sin opfattelse af inflationen og forbereder en markant opstramning af pengepolitikken. Men hvad gør ECB ? Lyt med når Helge J. Pedersen og Anders Svendsen tager pulsen på store centralbanker. 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 particu

De finansielle markeder har fortsat svært ved at fordøje meldingerne fra de høgeagtige centralbanker. Renterne er steget og aktiemarkederne har haft det rigtig svært i begyndelsen af 2022. Men er korrektionen ved at være overstået? Lyt med når Helge J. Pedersen og Simon Kristiansen tager pulsen 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,

Det har igen været en uge med store udsving på de finansielle markeder. Investorerne er fortsat i gang med at fordøje de høgeagtige udmeldinger fra Forbundsbanken, og den amerikanske dollar er overraskende kommet under pres i begyndelsen af det nye år. Lyt med når Helge J. Pedersen og Niels Christensen tager pulsen de finansielle markeder i årets første podcast. 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 prov

Fed bliver stadig mere høgeagtig i sin retorik, men herhjemme betyder presset på kronen, at en rentesænkning er mere sandsynlig selvom inflationen er på vej op. Lyt med når Helge J. Pedersen og Jan Størup Nielsen tager pulsen de finansielle markeder i årets første podcast. 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

Alverdens centralbanker retter nu blikket mod en opstramning af pengepolitikken i lyset af den høje inflation. Det bliver også det store tema på de finansielle markeder i 2022! Lyt med når Helge J. Pedersen og Niels Christensen tager pulsen de finansielle markeder i årets sidste podcast. 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

Inflationen er på det højeste niveau i mange år og i næste uge holder flere af de store centralbanker deres sidste rentemøder i år. Bliver der annonceret nye tiltag for at bremse udviklingen i tide? Lyt med når Helge J. Pedersen og Anders Svendsen tager pulsen på europæisk politik 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 tail

Pandemien og den grønne omstilling får topprioritet for den nye tyske regering og i Frankrig kan højre populisten Eric Zemmour meget vel blive præsident Macrons direkte udfordrer. Lyt med når Helge J. Pedersen og Lykke Friis tager pulsen på europæisk politik 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,

Høje smittetal i Europa og en ny COVID variant i Sydafrika skaber uro på de finansielle markeder. Men der er ingen grund til panik. Lyt med når Helge J. Pedersen og Andreas Østerheden 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 n

Pandemien er igen på fremmarch, men kommer ikke til at vippe en bomstærk dansk økonomi af banen. 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 individually tailored investment advice, and does not take into account the individual

Inflationen er steget til det højeste niveau i mange år, men de finansielle markeder er komfortable med udviklingen. 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 financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into acco

Den amerikanske økonomi er i god form og Forbundsbanken reducerer nu de månedlige opkøb af obligationer. En rentestigning har dog fortsat lange udsigter, også selvom inflationen fortsætter op. Lyt med når Helge J. Pedersen og Andreas Steno Larsen 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

På de finansielle markeder er den stigende inflation og centralbankernes reaktion herpå tidens store tema. Og i denne uge var der nyt fra begge fronter i euroområdet. 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 tail

Energipriserne stiger kraftigt for tiden. Men hvor meget betyder det egentlig for husholdningernes købekraft, og hvordan kan man smartest reducere sin el-regning? Lyt med når cheføkonom Helge J. Pedersen har besøg af forbrugerøkonom Ida Marie Moesby i podcast studiet. 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 inves

Inflationen stiger og de økonomiske udsigter forværres, fordi mangel på naturgas har ført til en dramatisk stigning i energipriserne. Men er der overhovedet en stabil løsning i sigte eller skal vi vænne os til tider med generelt større usikkerhed omkring energiforsyningen? Lyt med når Helge J. Pedersen har Andreas Steno Larsen og energieksperten Rasmus Toft-Petersen med i podcast studiet. 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 strategi

Dansk økonomi står godt rustet til at imødegå en tid, hvor inflationen og de lange renter stiger. Nationalbanken måtte smide håndklædet i ringen og sænke styringsrenten efter at have interveneret massivt på valutamarkedet i september. 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 i

Tyskland kæmper fortsat med økonomiske senfølger af pandemien. Olaf Scholz fra Socialdemokratiet bliver med stor sandsynlighed ny kansler, men hvilken regering skal han stå i spidsen for og hvordan løser man de store strukturelle udfordringer, som Tyskland også slås med? Lyt med når Helge J. Pedersen og Holger Sandte fra DIS 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 re