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Nu är det dags för de små exportberoende regionerna att växa, och bygger vi för mycket? Senioranalytiker Susanne Spector och chefekonom Annika Winsth diskuterar den senaste regionala konjunkturprognosen. 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 liabil

Vad händer på börsen? Kortsiktigt brus, uppskruvade prognoser och ESG Chefsanalytiker Martin Guri analyserar den senaste tidens makroprognoser och tittar närmare på hur vinstförväntningarna och den fundamentala bilden ser ut. Dessutom ger Senioranalytiker Hugo Fredriksson en introduktion till ESG - Environmental, Social and Governance. 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

Har du koll på konjunkturen? Chefekonom Annika Winsth plockar ut det viktigaste ur senaste konjunkturrapporten. 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 a

Global och svensk ekonomi stormar fram men Riksbanken behåller skygglapparna på. Lyssna på strategerna Martin Enlund och Henrik Unell när de spanar efter orosmoln längs horisonten. 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 knowle

Vad händer på börsen? Martin Guri, Nordens högst rankade aktiestrateg analyserar läget Stökig start på hösten med massor av nya intryck att smälta för börsen. 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,

Chefsekonom Annika Winsth och Chefsanalytiker Torbjörn Isaksson diskuterar sommarens händelser, inflationen och om inflationen verkligen mäter rätt saker. 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, inves

Vad händer på börsen? Martin Guri, Nordens högst rankade aktiestrateg analyserar läget Inför sommaren ser det att ut att bli mest konjunkturmässigt solsken och vinstmässig medvind då vi anser att såväl ekonomiska bedömare som företagsledningarna och aktieanalytikerna är för försiktiga efter år av besvikelser. 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

Myten om bostadsbristen - Chefekonom Annika Winsth och Chefsanalytiker Andreas Wallström diskuterar huruvida vi egentligen har en bostadsbrist i Sverige och vad bostadsbrist egentligen innebär. Hör dem även kommentera utfallet i det brittiska parlamentsvalet. 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

Är svensk ekonomi en bostadsbubbla maskerad som en ekonomi? Centralbankspolitiken ger massiva inkomstfördelningar mellan samhällsgrupper men politiker sover på sin post. Hör Martin Enlund, Chief FX Strategist och Henrik Unell, Chief Strategist diskutera detta 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 inv

Kan vi lägga politiken bakom oss? Chefekonom Annika Winsth reder ut ifall vi kan lägga det politiska temat som präglat våren bakom oss. 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

Vad händer på börsen? Martin Guri, Nordens högst rankade aktiestrateg analyserar läget Ibland skiner solen och det är medvind. Mest goda nyheter från rapportsäsongen och fortsatt uppmuntrande ekonomiska signaler ger börsen fortsatt stöd. Orosmoln saknas inte, men de är längre bort på horisonten just nu. 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 t

Martin Enlund, Chief FX Strategist och Henrik Unell, Chief Strategist, diskuterar vad som är fel med Riksbankens penningpolitik. 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

Kunskapslyft! Annika Winsth och Susanne Spector sammanfattar vår senaste Regionala Prognos om svensk konjunktur, arbetsmarknad och flaskhalsar i ekonomin. 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, invest

Nyss hemkomna från USA delar Chefekonom Annika Winsth och Chefsstrateg Mikael Sarwe med sig av sina viktigaste slutsatser. 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 ri

Vad händer på börsen? Martin Guri, Nordens högst rankade aktiestrateg analyserar läget Under Nordeas besök i Washington D.C. nyligen framkom tydligt att Trump kommer få det mycket svårt att genomföra sin ekonomiska agenda. Detta visade sig också vara riktigt i det misslyckade försöket att riva upp Obamacare. Som en konsekvensen tar vi ned förväntningarna på vad Trumponomics kan leda till och det påverkar synen på börsen. 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

Chefekonom Annika Winsth diskuterar de viktigaste slutsatserna från Nordeas senaste konjunkturraport: ”What’s up with 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 liabilities, investment knowledge and experience, investment objective and horiz

Förlorar marknaden när Trump förlorar? Britternas snåriga väg mot självständighet Trumps misslyckade försök att montera ned Obamacare får konsekvenser för marknadsprissättningen. Martin och Henrik diskuterar effekterna på kort och lång sikt. På onsdag börjar UK:s förhandlingsklocka att ticka när britterna formellt lämnar in en ansökan om utträde ur EU. Hur ser situationen för UK:s ekonomi ut? Men också: vad händer i centralbanksvärlden? 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

Vad händer i avtalsrörelsen och hur påverkar det Riksbanken? Chefekonom Annika Winsth samtalar med vår nya senioranalytiker Susanne Spector om den pågående avtalsrörelsen. 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 e

Vad händer på börsen? Martin Guri, Nordens högst rankade aktiestrateg analyserar läget Stort fokus den närmaste tiden ligger på tolkningarna av Trumps kommande budget som ska klargöra hur det blir med skattesänkningar, infrastruktursatsningar och handelshinder. Samtidigt ökar marknadens fokus på valen i Europa samt nästa kapitel av Brexit. I övrigt fortsätter den cykliska delen av världsekonomin och vinstprognoserna att utvecklas relativt väl. Det svåra är att föreställa sig konsekvenserna av Trumponomics och gradvis stigande räntor kommande 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 invest

Martin Enlund och Henrik Unell berättar vad de tycker är intressantast i marknaden just nu. Och vem har rätt om världsekonomin, Riksbanken eller 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 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