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Erittäin jännittävissä tunnelmissa alkaneet Yhdysvaltojen esivaalit loivat heti uutta epävarmuutta, kun ääntenlaskenta tökki pahemman kerran. Vaalikauden starttia sekä talous- ja markkinavaikutuksia analysoimassa Tuuli Koivu ja Jan von Gerich. 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

Markkinat kamppailevat hiljalleen paranevien perustekijöiden ja koko ajan ilmenevien uusien riskien kanssa. Kaataako koronavirus osakemarkkinoiden nousuputken? Miltä lähikuukaudet näyttävät sijoittajan silmin? Näihin asioihin ottavat kantaa Nordean sijoitusstrategit. 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 investo

Suomen talouspolitiikka sai täystyrmäyksen sekä Talouspolitiikan arviointineuvostolta että luottoluokittaja Fitchiltä. Pääanalyytikko Jan von Gerich ja ekonomisti Sanna Kurronen puivat kritiikkiä uuden talousennusteen valossa. 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, exis

Viime vuosi oli markkinoilla erinomainen. Strategimme ruotivat, mitä seuraavaksi voisi tulla historian ja nykytilanteen näkökulmasta. 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 ho

Vuoden viimeinen podcastimme ja mukana koko Nordean makrotutkimus. Käymme läpi talouden tämän vuoden käänteitä ja siirrämme katseen myös ensi vuoteen: puhetta mm, Euroalueen tilanteesta, Brexitistä ja tietysti myös Suomen taloudesta. 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

Markkinoilla on hurja nousu takanaan. Millaisia lahjoja pukinkontista pitää löytyä, jotta ensi vuosikin näyttäisi hyvältä? Onko tämän vuoden kaltaisiin tuottoihin mitään mahdollisuuksia? Näitä ja muita kysymyksiä pohtivat joulukuun Sijoituspodissa Nordean sijoitusstrategit Antti Saari ja Ville Korhonen. 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 tak

Aurinkoa marraskuun synkkyyteen toivat varsin positiiviset tilastotiedot Suomen talouskasvusta tänä vuonna. Onko taantumapelot nyt peruttu? Miltä Suomen talous näyttää ensi vuonna? Miltä tilanne näyttää käynnissä olevan työmarkkinakierroksen ja kotitalouksien näkökulmasta? Näistä asioista keskustelemassa ovat Olli Kärkkäinen ja Lotta Lähteenmäki.

Euroalueen talousnäkymien synkentyessä Saksaa on huudettu entistä kovemmin apuun elvyttämään heikkenevää potilasta. Saksan nykyhallitus ei ole halukas merkittäviin suunnanmuutoksiin politiikassaan, mutta paine kasvaa. Ranskalla menee paremmin, Italialla ei. Espanjassa poliittinen umpisolmu ei hellitä. Suurimpien euromaiden sekä koko euroalueen näkymistä ovat keskustelemassa Tuuli Koivu ja Jan von Gerich. 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 instrumen

Nostimme osakkeet kuun vaihteessa ylipainoon, vaikka talousuutisointi on ollut mollivoittoista. Onko nyt oikeasti aika olla rohkea? Mitkä asiat voisivat siivittää osakkeet vielä kovempaan nousuun? Tätä pohtivat Antti Saari, Hertta Alava ja Juha Kettinen. 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

Trump haluaa kaiken huomion - mutta tällä kertaa hän ei sitä kuitenkaan saa. Podcastimme käsittelee nimittäin politiikan lisäksi USA:n taloutta laajemmin, kauppasotaa, suhteita Eurooppaan ja keskuspankki Fedin näkymiä. Onko USA sittenkään samassa veneessä heikkenevän globaalin talouden kanssa? Jenkkinäkymiä pohtimassa hiljattain Yhdysvaltojen turneelta kotiutuneet Tuuli Koivu ja Jan von Gerich. 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 str

Talousnäkymät ovat synkentyneet ja paljon epävarmuutta on ilmassa, mutta miten Venäjän taloudella oikein kulkee? Jatkuuko naapurimaamme talouskasvu, miltä tilanne näyttää Suomen ja Venäjän kauppasuhteiden kannalta ja elvyttääkö Venäjän keskuspankki muiden keskuspankkien mukana? Venäjän talouskiemuroita on avaamassa erikoisvieraamme, Venäjän pääekonomisti Tatiana Evdokimova, jota haastattelee Lotta Lähteenmäki. Podcast on englanniksi. 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

Keskuspankit avasivat elvytyshanat syyskuussa. Kasvunäkymiin liittyy epävarmuutta ja viimeisimmissä yritysten luottamusluvuissa oli vielä mukana heikkoja kohtia. Nordean strategit löytävät markkinoilta kuitenkin myös myönteisiä tekijöitä sijoittajan tueksi. 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 partic

Kiinan kansantasavallan 70-vuotista taivalta juhlitaan 1.10.2019. Mitä juhlallisuuksista voi päätellä kauppasodan tai talousnäkymien osalta? Nordean makrotiimin tämän vuoden FFP Max Immonen haastattelee pääekonomisti Tuuli Koivua Kiinan kuulumisista. Haluatko Maxin paikalle ensi kesänä? Nordea Marketsin Future Finance Professional -ohjelman haku käynnistyy 14.10.2019! Lue lisää www.nordeamarkets.com/ffp. 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

EKP:n syyskuun kokous jännitti myös muita kuin talouden asiantuntijoita. Pystyikö Draghi vastaamaan korkeisiin odotuksiin, mitä on luvassa seuraavaksi ja vieläkö rahapolitiikalla voidaan vaikuttaa talousnäkymiin? EKP:n kokouksen jälkipyykkiä pesevät Tuuli Koivu ja Jan von Gerich. 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 indiv

Hidas kasvu ja vaimea inflaatio ovat painaneet korot nollaan. Onko kyseessä pitkäaikainen ilmiö? Onko Eurooppa Japanin viitoittamalla tiellä? Näihin kysymyksiin tämän kertaisessa Sijoituspodissa vastausta etsivät sijoitusstrategit Alava, Kettinen ja Korhonen. 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 part

Viileämmät tuulet puhaltavat Suomen taloudessa. Kasvuennusteita on korjattu viime aikoina alaspäin ja hallituksen työllisyystavoite jää yhä kauemmaksi. Miltä Suomen talous lähivuosina näyttää ja minkälaista talouspolitiikkaa tässä suhdannetilanteessa pitäisi harjoittaa? Näitä asioita pohtivat ja Nordean uuden Economic Outlookin talousnäkymiä selittävät Jan von Gerich ja Olli Kärkkäinen.

Talousnäkymien synkkeneminen on jatkunut kesän aikana etenkin euroalueella, mutta keskuspankkien vastaisku on alkanut. Pureeko keveämpi rahapolitiikka enää, vai painavatko globaalit epävarmuudet, kuten kauppasota ja brexit, talouden syvään mutakuoppaan? Epävarmuutta yrittävät ymmärtää Tuuli Koivu ja Jan von Gerich. (Kuvassa Jan von Gerich oman lajinsa parinsa ylittämässä esteitä Tukholman Toughest -kilpailussa.) 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

Kauppasodan uudet kierrokset painoivat pörssikursseja heinä-elokuun vaihteesta. Samaan aikaan korot ovat hämmästyttävän matalalla. Miten tässä tilanteessa kannattaa sijoittaa? 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 a

Heinäkuun Sijoituspodissa Nordea ns. päästrategi Antti Saari ja sijoitustrategi Juha Kettinen pohtivat alkuvuoden markkinanäkymiä, jossa sijoittajat ovat joutuneet purjehtimaan kauppasodan, talousnäkymien ja rahapolitiikan ristiaallokossa. 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 sit

Maailmalta puhaltaa viileää kasvutuulta Suomeen ja uusi hallitus aloittaa työnsä hiipuvan talouskasvun ympäristössä. Miltä näyttää hallituksen työllisyystavoite ja mitä tapahtuu syksyn palkkaneuvotteluissa? Suomen talousnäkymiä avaamassa Tuuli Koivu, Olli Kärkkäinen ja Lotta Lähteenmäki. 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