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Vårbudgeten var tunn och innehöll lite nytt. Ramverket begränsar möjligheterna att ta på spenderbyxorna samtidigt som behoven är stora. Hör Annika Winsth och Bengt Roström resonera om vilka möjligheter som finns och om svensk offentlig skuldsättning. 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 fi

Inflationen har kommit in långt under Riksbankens förväntan hittills i år och risken är att den förbli klart under målet resten av året. Kanske så låg som ner mot 1 procent. Det finns inget inflationsskäl att höja räntan på länge ännu. Det och mycket annat diskuterar Annika Winsth och Torbjörn Isaksson i denna 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,

Vi summerar reflektioner från en nyligen avslutad studieresa till Texas och Washington. Skillnaderna är stora och lärdomarna många. Fokus ligger på energisektorn, hållbarhet, ekonomi och politik. Det och mycket annat diskuterar vi i denna podcast med Annika Winsth och Arvid Böhm. 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 indi

Hur ska den pågående kronförsvagningen kunna stoppas om det ideologiska tankemönstret finns kvar? Det diskuterar vi i denna podcast med Henrik Unell och Martin Enlund. 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 exper

BNP utfallet fjärde kvartalet en paradox. Svensk export studsar upp i en miljö där omvärlden sviktar och på hemmaplan går ekonomin fortsatt svagt. Utfallet är inte så starkt som en första anblick visar, framför allt inte ur ett Riksbanks perspektiv. Det och mycket annat diskuterar vi i denna podcast med Annika Winsth och Torbjörn Isaksson. 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 tailor

Seeing and hearing a lot about AI in the news? Wonder where all the hype is coming from? Have you ever worried about an AI becoming super-intelligent, taking over the world and having no use for humans? Or at least about AI replacing human jobs? Or are you a business leader, fearing that your company will become uncompetitive if it does not start using AI tools? In this podcast, Nordea Markets Chief Editor Martin O’Rourke talks to Johan Trocmé and Hemming Svensson from Thematics in Nordea Research, about these topics, which are covered in their Nordea On Your Mind report “AI: The dawn of the data age”. 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

Chefekonom Annika Winsth och Chief Sales Manager Kristoffer Sandman samtalar om en historiskt svag krona som börja bli riskfyllt. 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 horizo

Chefsekonom Annika Winsth och global chef för makroekonomisk analys och Markets Sverigechef Kristin Magnusson samtalar om 2019 och hur väl rustat är euroområdet. 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,

En kron- och räntesörja som aldrig tycks ta slut. 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 su

Chefsekonom Annika Winsth och chefsanalytiker Torbjörn Isaksson presenterar de viktigaste slutsatserna i vår nya Nordea Economic Outlook, som släpptes den 28e januari 2019. Kort sagt är det shaky ground och konjunkturavmattning med turbulens. Få hela förklaringen här. 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 invest

Hur skuld kan sänka Sverige och kronan … eller inte! 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

Nu höjer Riksbanken … kanske och Macron får betala upp för att få sitta kvar. 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

Riskpremier stiger och skuldfällor riskerar att slå igen. Chefsstrategerna Henrik Unell och Martin Enlund diskuterar vad som händer på de finansiella marknaderna. 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

Centralbankerna kommer inte rädda aktiemarknaden, Peak Sverige och allt krackelerar. Chefsstrategerna Henrik Unell och Martin Enlund diskuterar vad som händer på de finansiella marknaderna. 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, investme

Kreditmissbruk är en medveten politisk strategi och Trump krossar strukturer. Chefsstrategerna Henrik Unell och Martin Enlund ger sin syn på diskuterar vad som händer på de finansiella marknaderna. 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, i

Chefekonom Annika Winsth och chefsanalytiker Andreas Wallström samtalar om valutgången. Vilka risker en svag regering för med sig och vad det kan komma att betyda för svensk ekonomi och konkurrenskraft. 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, investm

Chefekonom Annika Winsth och chefanalytiker Torbjörn Isaksson presenterar de viktigaste slutsatserna i vår nya Nordea Economic Outlook, som presenterades den 5 september. 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, in

Trump och sannolikheten att han dras inför riksrätt. Valutamarknaden ”klär av” den svenska ekonomin och säljer kronan. Chefsstrategerna Henrik Unell och Martin Enlund ger sin syn på utvecklingen och diskuterar vad som händer på de finansiella marknaderna. 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 particul

Kina tar sig ur Trumps tvångströja genom att devalvera yuanen men Kina ser helt plötsligt sårbart ut. Räntebesked från Riksbanken och riksdagsval har potentialen att bli en explosiv kombo för kronan. Chefsstrategerna Henrik Unell och Martin Enlund ger sin syn på utvecklingen och diskuterar vad som händer på de finansiella marknaderna. 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 in

Valutastrategerna Martin Enlund och Henrik Unell diskuterar inflationsmålets åldrande, Sverigebilden hos utländska placerare, peak globalisering och potentiellt en ny jämvikt i global handel. 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, invest