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Marknaden gör sitt bästa för att prisa om låntagaren Italien när den politiska kartan inte längre håller ihop. Hur kommer situationen i Italien utvecklas härifrån? Finns det några paralleller till den tidigare Greklandskrisen och hur kan det tänkas spilla över på Sverige och kronan? Chefsstrategerna Henrik Unell och Martin Enlund ger sin syn på saken och svarar på analytiker Viktoria Olesens frågor om 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 re

Valutastrategerna Martin Enlund och Henrik Unell diskuterar en förändrad makrobild med högre räntor, inbromsande tillväxt samt stigande oljepris som irriterar tillgångsmarknaderna. Därtill den italienska rävsaxen och populismens revansch samt FX-marknaden där kapitalet flyr kronan. Som vanligt ställer analytiker Viktoria Olesen frågorna. 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 tailore

Näst högsta EURSEK kursen sedan 1910-talet. Bör vi vara oroliga? Hur ser framtiden ut för affärsmodell Sverige och har valutamarknaden tappat förtroendet för kronan? Chefsstrategerna Henrik Unell och Martin Enlund ger sin syn på saken och svarar på analytiker Viktoria Olesens frågor om 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 investm

Amerikanska Svallvågor Chefekonom Annika Winsth diskuterar Nordeas senaste konjunkturprognos, hur amerikansk konjunktur påverkar resten av omvärlden och vad det innebär för svensk ekonomi. 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

Är sedlar fortfarande pengar när man inte vet vem som är på 20-lappen? Strategerna Martin Enlund och Mats Hydén diskuterar den sinande efterfrågan på kontanter och vad det kan få för konsekvenser. 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

Inflationsexperten om inflationsmålet Chefekonom Annika Winsth och chefsanalytiker Torbjörn Isaksson diskuterar inflationsmålet på 2%, och benar ut inom vilka områden vi faktiskt har och inte har inflation. 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 liab

Behöver vi vara nervösa för Trumps tullplaner? Chefstrategerna Henrik Unell och Martin Enlund ger sin syn på saken och svarar på analytiker Viktoria Olesens frågor om 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

Låt inte överskottsmålet förlama finanspolitiken Det är valår och politiker och ekonomer propagerar vikten av ansvarsfullhet för de offentliga finanserna. Men är åtstramningar och uteblivna investeringar ansvarsfullt? Chefekonom Annika Winsth samtalar med chefsanalytiker Andreas Wallström om hans senaste debattartikel i Di där han ifrågasätter denna återhållsamhet. Läs hela debattartikeln på Di.se: https://www.di.se/debatt/andreas-wallstrom-lat-inte-overskottsmalet-forlama-finanspolitiken/ 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 distribut

Regionala Utsikter: Press på kommunerna Press på kommunerna när andelen unga och äldre stiger till de högsta nivåerna på minst 50 år. Samtidigt koncentreras tillväxten till de exportberoende regionerna. Senioranalytiker Susanne Spector och chefekonom Annika Winsth diskuterar den senaste regionala konjunkturprognosen. Regionala Utsikter: https://e-markets.nordea.com/#!/article/43223/regionala-utsikter-press-pa-kommunerna 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 f

Centralbankerna har bäddat för ett nacksving i de finansiella marknaderna. Analytiker Viktoria Olesen ställer frågorna och chefstrategerna Henrik Unell och Martin Enlund ger sin syn. 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 know

Vad händer på börsen? Aktiestrateg Martin Guri analyserar läget Efter den senaste tidens uppgång på börsen har många väntat på en rekyl och nu kom den. Men vad föranleder en sådan rekyl och hur stor effekt har den? Aktiestrateg Martin Guri ger sin analys på varför det varit så rörigt på börsen de senaste dagarna. 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 d

2018 är här! Strategerna Martin Enlund och Henrik Unell diskuterar de senaste marknadssnackisarna och spanar efter moln längst horisonten. Varför är egentligen marknaden så euforisk och hur länge kommer denna medvind att hålla i sig? I denna podcast: analytiker Viktoria Olesen samt chefstrategerna 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 investmen

Vad händer på börsen? Aktiestrateg Martin Guri analyserar läget Nytt år, nya insatser. 2017 var ett strålande år för världens börser men Martin Guri tror att de ledande indikatorerna gradvis kommer att rulla över mot ett svagare 2019. 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 situati

Skattereformer, räntehöjningar och andra julönskningar Vi sammanfattar höstens stora marknadssnackisar, Trumps skattereform och den svenska bostadsmarknaden. Och får reda på varför en räntehöjning står högst upp på Henriks önskelista. I denna podcast: analytiker Viktoria Olesen samt chefstrategerna 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 invest

Vad händer på börsen? Aktiestrateg Martin Guri analyserar läget Happy days i USA, men hur ser det ut om ett halvår? Martin Guri analyserar intryck från USA-resa med nedstamp i verkstadsindustrin, som märkbart växlat upp digitaliseringen och grönt fokus. 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 particula

Vad händer på börsen? Aktiestrateg Martin Guri analyserar läget Kort sikt, lång sikt, Kina och vinster samt mycket däremellan men kanske främst hur amerikanska politiker rört till börshumöret. 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

The battle of the central banks Förlängda QE-program och nya centralbankschefer men som det verkar är det much ado about nothing. Vad är det som betyder något för centralbankerna, egentligen? En av frågorna som strategerna Henrik Unell och Martin Enlund ställer sig 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, and does not take into account the indi

Vad händer på börsen? Aktiestrateg Martin Guri zoomar in mot 2018 och 2019 Mitt under rapportfloden för tredje kvartalet 2017 är det nu dags att prata om en ny strategirapport som tittar in 2019 och vad börsen kommer att handla om 2018. Hör chefsanalytiker Martin Guri analysera detta och annat tillsammans med Martin Björsell, Head of Equity Strategy & Quant. 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

Svensk bostadsmarknad: mediebrus eller ragnarök? Har svensk bostadsmarknad sett sina glansdagar, eller upplever vi endast en kortare tid av turbulens innan prisuppgången tar fart igen? Och är en nedgång i bostadsmarknaden något att frukta, egentligen? Frågor som strategerna Henrik Unell och Martin Enlund behandlar 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 investme

Protektionism och valturbulens i både Tyskland och Katalonien samt brexitförhandlingar som står och stampar. Håller vårens politiska vindar på att blåsa upp till storm igen? Hör strategerna Martin Enlund och Henrik Unell resonera i podcasten. 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