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Det har været en dramatisk uge på de finansielle markeder, hvor især nyheden om den kinesiske ejendomsmastodont Evergrande’s mulige betalingsstandsning sendte chokbølger gennem markederne. Men der har også været vigtige rentemøder i mange centralbanker, og så venter et tysk valg forude. 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

Næste uges helt store begivenhed på de finansielle markeder er rentemødet i Fed. Vil chefen for forbundsbanken, Jerome Powell, komme med afgørende nyt om, hvornår man vil begynde at neddrosle sit store opkøbsprogram. Og hvad bliver konsekvensen for renterne? 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

ECB skruer op for vækst- og inflationsforventninger for euroområdet. Og selvom der fortsat er brug for en ultra-lempelig pengepolitik, trækker ECB nu tempoet ud af pandemiprogrammet. Men det varer meget længe inden renten sættes op. 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 instrume

Efter en periode med store prisstigninger er det danske boligmarked på vej ned i tempo. Den effekt vil blive forstærket af højere renter, når centralbankerne begynder at skrue ned for de store opkøbsprogrammer. Det er udgangspunktet for denne podcast, hvor Lise Nytoft Bergman fra Nordea Kredit og Jan Størup Nielsen fra Nordea Markets udlægger forventninger til boligmarkedet og renterne over de kommende år. 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 instrum

Dansk økonomi er ude af coronakrisen. BNP er allerede højere end før pandemien ramte os, og vækstudsigterne er særdeles gunstige. Det giver nye udfordringer bl.a. i form af et rødglødende arbejdsmarked og inflationen er på vej mod et nyt og højere niveau end set længe. 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 reco

Et af tidens varmeste emner er situationen i skibsfarten, som slås med nærmest uset logistiske problemer. Det giver meget lange leveringstider i handlen med bl.a. Kina og Fjernøsten, ligesom fragtraterne er eksploderet. Dermed er skibsfarten med et blevet et kardinalpunkt i det enorme prispres som for tiden rammer bl.a. de danske producenter. Lyt med når Helge J. Pedersen og Peter Sand chefanalytiker og shipping ekspert hos BIMCO, verdens største internationale shipping interesseorganisation, 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 pr

Det gav anledning til nervøsitet blandt investorerne, da det stod klart, at et flertal af FOMC-medlemmerne nu anbefaler, at den amerikanske forbundsbank påbegynder en nedtrapning af de månedlige opkøb af værdipapirer. En strammere amerikansk pengepolitik vil også give anledning til at dollaren bliver endnu stærkere over for den danske krone. 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.

Nøgletallene har været stærke og centralbankerne har gjort sit for at tale inflationsfrygten ned. Det har givet anledning til, at risikoappetitten er vendt tilbage til investorerne, selvom Delta-varianten har øget de globale smittetal. 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 i

Danmark er kommet godt gennem pandemien og en mulig højkonjunktur står for døren. Det går nemlig hurtigt på arbejdsmarkedet og boligmarkedet er fortsat stærkt, selvom tempoet løjer af. Skal regeringen allerede til næste år begynde at stramme op på finanspolitikken? 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 recommenda

Renterne er igen faldet tilbage og befinder sig nu på niveauet fra det tidlige forår. ECB overrasker ved allerede nu at offentliggøre sin nye strategi, som bl.a. indeholder en ny inflationsmålsætning og store grønne ambitioner. 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

Kina fejrer 100-årsdagen for kommunistpartiets stiftelse med pomp og pragt. Økonomien er for længst ude af coronakrisen, og flaskehalsproblemer medfører lange leveringstider for producenterne. Noget som for tiden påvirker hele verdensøkonomien. Der er ikke udsigt til en umiddelbar ende på handelskrigen med USA, selvom Joe Biden er blevet ny amerikansk præsident. Lyt med når Helge J. Pedersen og seniorøkonom i Nationalbanken, Amy Zhuang, 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 pr

Det er midsommer og tid til at gøre halvårsstatus over udviklingen i verdensøkonomien og på de finansielle markeder. Høj vækst, buldrende aktiemarkeder og en rente, som er i centralbankernes vold. Kan det vare ved? 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 strateg

Selvom retorikken fra Jerome Powell var høgeagtig på ugens FOMC-møder, er renterne faldet tilbage. Hvad betyder det for de danske renter, boligmarkedet og beskæftigelsen? 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 individuall

Inflationen i USA er nu på det højeste niveau siden finanskrisen, og markederne ser frem til at høre Fed’s holdning til udviklingen på næste uges møde. ECB overrasker med en stor opjustering af vækstskønnet for euroområdet. 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. Vi beklager den reducerede lydkvalitet af denne uges 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 a

Vil strømmen af gode nøgletal og en inflationstakt, som endelig er nået op på målsætningen, føre til nye pengepolitiske signaler fra Christine Lagarde& Co. på næste uges ECB-møde i Frankfurt og vil inflationen i USA fortsætte op? 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

Gode nøgletal og behændig centralbank-retorik har sendt aktiemarkederne i nye rekorder. Mulige stramninger af pengepolitikken vil blive kommunikeret i god tid, og så er det renteudviklingen, som nu bestemmer retningen for valutakurserne. 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 i

Inflation er tidens store tema på markederne. Men er der forskel på situationen i USA og Europa, er tendensen til højere prisstigningstakt permanent og skal renterne stige yderligere? 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 in

Vi har lært at leve med restriktioner og den hurtige genåbning af samfundet øger nu troen på en stærk fremgang i dansk økonomi i 2021. 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 do

Den stigende økonomiske aktivitet slår nu direkte igennem på råvarepriserne. Centralbankerne har talt renterne ned og aktierne fortsætter nordpå. 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 advic

Superstærke nøgletal, en historisk lempelse af finanspolitikken og stigende inflation. Men der er ingen tegn på, at Fed har tænkt sig at stramme pengepolitikken lige med det samme. Det var budskabet fra Jerome Powell & Co. på ugens FOMC-møde. 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 fin