Sinopsis
Join our analysts for a markets-focused podcast. In it, we talk about FX strategy, rates, central banks and other topics. Aimed at professional investors, but we do our best to keep it simple.
Episodios
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Trump goes to China
08/11/2017 Duración: 15minIn this China-special podcast, analysts Tuuli Koivu and Anders Svendsen discuss what to expect from US President Trump’s visit to China and what Tuuli learned from her recent trip there. 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
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German election - what is at stake?
14/09/2017 Duración: 18minAngela Merkel is likely to remain in office after the election to the German Bundestag on Sunday 24th September. But which parties are going to form the new coalition government and what challenges is the superstrong German economy facing in the longer run? Listen when Group Chief Economist Helge J. Pedersen and Chief Analyst Holger Sandte discuss Germany’s upcoming election. 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
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Economic Outlook: The world economy is in a solid upswing, but ...
06/09/2017 Duración: 11minThe global economic recovery appears on track. For the first time since 2007 all OECD countries are growing, and more countries than ever since 2010 are witnessing accelerating growth. Inflation will remain low. This will allow central banks to continue supporting economic activity. Listen when Group Chief Economist Helge J. Pedersen and Chief analyst Anders Svendsen discuss Nordea’s new 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 instrume
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Important OPEC meeting in Vienna
22/05/2017 Duración: 10minAll eyes will be on the important OPEC meeting in Vienna on Thursday the 25th May. Our oil analyst, Thina Saltvedt takes us through Nordeas predictions for the OPEC meeting.
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Emerging Markets off to a great start – look into EM equities and FX
25/04/2017 Duración: 16minWe recently recommended to overweight Emerging Market’s equities and local-currency bonds in our Global Asset Allocation Strategy. Hear why in this special podcast where our Emerging Markets (EM) experts, Anders Svendsen and Andreas Østerheden elaborate on the great potentials in e.g. EM equities and currencies and analyse the concurrent risks. Click and hear about attractive, yet risky, EM investments and learn about what to keep an eye on going forward. 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 perso
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Heftig uge i vente med fransk præsidentvalg, ECB-møde og amerikansk budgetslagsmål
21/04/2017 Duración: 15minMandag morgen vågner de finansielle markeder op til resultatet fra den første runde i det franske præsidentvalg. Det kan potentielt skabe store markedsbevægelser og sætter samtidig dagsordenen når ECB mødes på torsdag. Endelig har de amerikanske politikkere lagt i kakkelovnen, til endnu et slagsmål om de offentlige udgifter. Lyt med når Cheføkonom Helge Pedersen og chefanalytiker Jan Størup vender de seneste begivenheder på de finansielle markeder og ikke mindst ser frem mod en ny og potentiel meget spændende 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
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Should financial markets worry about Le Pen as French President? Yes
04/04/2017 Duración: 15minWho will become the next French president – Macron, Fillon or Le Pen? Moving closer to the first election round (23rd April), it is still an open race. EU-sceptic Marine Le Pen is a popular politician in France, but surely not favoured by the financial markets – on the contrary. So why are the financial markets “afraid” of seeing Le Pen as the next French president? Chief analyst Holger Sandte explains the tension and elaborates on various possible political scenarios and the implications on the financial markets. Hear Holger’s advice to investors prior to the first round – and why the French election could turn out to be a true thriller. Voting participation could (again) play a decisive role. 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 a
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Chinese economy is solid but major events and a trade war can change that
15/03/2017 Duración: 10minGrowth stability is top priority, and even more crucial than ever. That's what Chinese government officials stressed at the annual National People's Congress (NPC). Why is stability so crucial for economic policy this year? Which measures will be used to stimulate growth and fuel an investment boom? Chief analyst Amy Yuan Zhuang, our expert in Asian economies located in Singapore, elaborates on the highlights of the year’s congress, and brings you an overview of the state of the Chinese economy, which currently is in good shape with growth tailwinds. Hear why Amy thinks the positive sentiment won’t last long, and learn about the impact of a government reshuffle, about the biggest risk for China this year, and how a trade war and an upcoming Hong Kong election could trigger the financial markets. 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 intende
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The Dutch election could disrupt the financial markets
01/03/2017 Duración: 11minThe Dutch election is the first of several in the EU this year where the rise of euro-sceptic parties could increase the likelihood of a euro or EU break-up – and with it fuel volatility on the financial markets. Chief analyst Holger Sandte analyses various political scenarios and the impact on the financial markets. We discuss the odds for a victory to Geert Wilder’s EU-sceptic Freedom Party and the consequences. 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
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Analysis of Trump’s actions and the market reactions – what’s next?
24/01/2017 Duración: 15minFour 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 o
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Flashback & forecast. What’s hot in ’17 - gold, bonds, USD, GBP or SEK? What are the risks?
05/01/2017 Duración: 13minDid 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 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 w
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Zoom in on Italy and ECB and avoid unpleasant surprises
30/11/2016 Duración: 13minFOCUS: 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 t
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FOCUS US: Trump's victory rattles markets - how hard and for how long?
09/11/2016 Duración: 12minDonald 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 inte
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FOCUS: Final stage of the election. Clinton or Trump in the White House?
02/11/2016 Duración: 10minDisclaimer: 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 financ
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KICK: Important data ahead - prepare for market action
21/10/2016 Duración: 13minRising inflation in the US and UK while its disinflation in Sweden. Chief Analyst Holger Sandte analyses the up- and down-sides to the fresh data, and looks into Draghi's speech in ECB and evaluates the market reactions to a "pretty boring" ECB meeting. Learn what investors should keep a special eye on next week in a stream of important US data releases, Fed speeches and news from the Swedish Riksbank. Hear what could trigger SEK markedly, and why a strengthened US dollar could be on the move again next week. Holger elaborates on next week's events and points to opportunities and risks - and the odds of a November rate hike by the Fed. 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
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FOCUS: New ECB forecast - hear what's been changed and why, and about tapering
12/10/2016 Duración: 12minFOCUS: Will euro rates remain low for some time - how about negative! Is the European Central Bank about to cut the deposit rate, and when will ECB announce tapering - it's bound to happen at some point? Senior analyst Holger Sandte has changed his ECB forecast - hear what and why as Holger analyses the ECB's monetary policy. Listen in and get updated on facts, consequences and future risks and opportunities - and hear what sort of market rumble to expect if Draghi goes "hawkish" in his next ECB speech. 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 be
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Focus: Euro area outlook - reason to worry or a bit more tailwind ahead?
13/09/2016 Duración: 12minPolitical turmoil, Brexit puzzle, low growth and tentative monetary easing - the Euro area struggles with multiple uncertainties, and upcoming elections in major member countries might jeopardise the ongoing recovery. Or maybe not! Chief analyst Holger Sandte analyses the Euro area and looks into 2018 in this special Focus edition where we discuss the rising political risks, and talk about prime growth drivers, biggest threats and market triggers. 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
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Brexit vote triggers market shockwaves - now what? Get an overview with our chief analysts
24/06/2016 Duración: 13minThe pound deep-dives, global stocks plunge - uncertainty rules on Brexit vote. Get an overview of the dramatic Leave vote with our chief analysts Aurelija Augulyte and Johnny Jakobsen discussing the market reactions and economic consequences. Get their view on safe havens, opportunities and pitfalls, and hear what to expect on short and long term. Will the turmoil blow over in a week or are we talking months of heavy market turmoil? Listen in. 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 recommen
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Brexit: "Overwhelmingly negative" for the Nordics. Discussion with Nordea's Jan Størup Nielsen
19/05/2016 Duración: 14minIf Britain chooses to leave the EU at the June 23rd referendum, financial market risk appetite will likely wane, causing share price declines and a safe-haven flight to bond markets. For the Nordic region this could trigger higher volatility and a potentially large capital inflow, in addition to direct and indirect impact to trade relationships. 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
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Emerging Markets: is the worst behind us?
20/04/2016 Duración: 25minChief FX strategist Aurelija Augulyte and chief EM analyst Anders Svendsen talk about the recent reversal of fortune in Emerging Markets. After a period of plummeting exchange rates and instability, it seems that stabilisation is under way and some investors have dipped their toes in Emerging Markets again. Is the worst truly behind us? 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