Laulaako Saksa Suomen suosta?

Talousnäkymät heikentyivät kesällä odotuksia jyrkemmin. Syksyn alkaessa kova inflaatio, Kiinan jatkuva koronakamppailu ja Eurooppaa uhkaava energiakriisi ovat huolien kärkipäässä. Talousnäkymistä sekä tunnelmista valuutta- ja korkomarkkinoilla keskustelevat valuutta-analyytikko Kristian Nummelin, korkoanalyytikko Jan von Gerich sekä ekonomistit Juho Kostiainen ja Tuuli Koivu. 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 suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

19 Elo 202221min

Kesäpodissa käydään läpi vauhdikkaan talouskevään tapahtumia kotimaasta ja maailmalta niin inflaation, korkojen kuin yksityisen kulutuksen osalta. Lisäksi suuntaamme katseet jo tulevaan syksyn tärkeimpiin talouslukuihin. Talouden käänteistä ovat keskustelemassa Nordean pääekonomisti Tuuli Koivu, päästrategi Jan von Gerich, ekonomisti Juho Kostiainen ja analyytikko Lauri Vepsäläinen. 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 suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

21 Kesä 202228min

Korkonäkymät ovat menneet puolessa vuodessa täysin uusiksi, ja nousevien korkojen vaikutukset heijastuvat läpi rahoitusmarkkinoiden ja talouden. Korkonäkymistä ja niiden laajemmista vaikutuksista keskustelemassa Kristian Nummelin, Juha Vainikainen ja Jan von Gerich.

25 Touko 202227min

Suomen talouden ennustetaan kasvavan tänä vuonna 2 prosenttia haastavista olosuhteista huolimatta. Miten teollisuus pärjää Venäjän viennin supistuessa ja globaalien hintapaineiden ristiaallokossa? Näkyykö kasvanut epävarmuus tai kuluttajahintojen nousu suomalaisten kulutuksessa? Suomen talouden suuntaviivoja avaamassa ovat Nordean ekonomisti Juho Kostiainen sekä analyytikot Lauri Vepsäläinen ja Antti Koskivuo. Lisää podin teemoista voit lukea keskiviikkona 11.5.2022 julkaisemastamme Nordea Economic Outlookista. 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 suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

13 Touko 202215min

Kiinan talous kasvaa totuttua hitaammin, kun omikron ja kiristynyt regulaatio painavat näkymiä. Kiinan talous- ja politiikkanäkymistä keskustelemassa pääekonomisti Tuuli Koivu ja ekonomisti Kristian Nummelin. 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 suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

22 Huhti 202230min

Asuntomarkkinat kohtaavat nyt haasteita monesta suunnasta. Venäjän hyökkäyssota Ukrainassa huolestuttaa kuluttajia ja nostaa energian hintoja. Miten asuntomarkkinat kestävät kasvaneen epävarmuuden ja kohoava inflaatio, kun korkojen nousukin kolkuttelee jo ovella? Pääkaupunkiseudun vuokramarkkinoilla nähdään nyt ylitarjontaa ja laskevia vuokria. Millaiset ovat asuntosijoittajan tulevaisuudennäkymät ja muut asumisen trendit? Näistä aiheista keskustelemassa Nordea Kiinnitysluottopankin toimitusjohtaja Jussi Pajala, ekonomisti Juho Kostiainen ja analyytikko Antti Koskivuo.

7 Huhti 202219min

Venäjällä inflaatio laukkaa jo 2 prosentin viikkotahdilla, kun taas suomalainen kuluttaja on huomannut sodan vaikutuksen nopeimmin bensa-asemalla. Miten sota on muuttanut kasvuennusteita? Nordean ekonomistit Juho Kostiainen ja Kristian Nummelin vastaavat Tuuli Koivun kiperiin kysymyksiin Venäjän hyökkäyssodan talousvaikutuksista Suomessa ja Venäjällä. 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 suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

23 Maalis 202221min

Ruuan ja energiahintojen nousu aiheuttavat heijastusvaikutuksia markkinoille ja talouksille ympäri maailmaa. Kiina puolestaan tasapainoilee Venäjän ja lännen välissä. Ukrainan sodan ja energiahintojen nousun vaikutuksia pohtimassa pääekonomisti Tuuli Koivu, ekonomisti Kristian Nummelin sekä pääanalyytikko 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 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 financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

8 Maalis 202231min