Turboa vai tuskaa Trumpin toimista?

Keskuspankkien viesti on vihdoin uponnut markkinoilla ja korot ovat korjanneet korkeammalle. Paljon on silti avoimia kysymyksiä – helpottavatko hintapaineet, kuihtuuko kasvu? Millainen koronlaskusykli on lopulta näkyvissä? Taloutta ja markkinoita tulkitsemassa pääanalyytikko Jan von Gerich, ekonomisti Kristian Nummelin ja analyytikko Olli Malinen. 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.

1 Mars 202421min

Suomen talous vajosi taantumaan viime vuoden lopulla. Millaiset ovat Suomen lyhyen ja pidemmän aikavälin kasvunäkymät? Näkyykö asuntomarkkinoilla jo valoa tunnelin päässä? Tuntuvatko lakot Suomen talouskasvussa? Suomen talouden kuvaa maalaamassa Juho Kostiainen ja Olli Malinen. 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.

16 Feb 202420min

Inflaatio jatkaa hidastumistaan sekä euroalueella että USA:ssa, mutta talouskasvunäkymät eroavat voimakkaasti. Euroopan talous polkee paikallaan, kun USA:n talous porskuttaa eteenpäin osittain elvytyksen vetämänä – ja samaan keinoon on tartuttu nyt myös Kiinassa. Spekulaatiot keskuspankkien korkojen laskun ajankohdasta käyvät kuumina, mutta voiko laskujen osalta tulla vielä mutkia matkaan? Muun muassa näistä aiheista keskustelemassa Tuuli Koivu, Jan von Gerich ja Juho Kostiainen. 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.

2 Feb 202422min

Markkinoiden pikaiset koronlaskuodotukset ovat ottaneet osumaa viime aikoina. Keskuspankit ovat yrittäneet vakuutella, ettei koronlaskujen aika ole vielä, kun taas geopoliittiset jännitteet ovat lisänneet yläsuuntaisia inflaatioriskejä. Näitä teemoja pohtivat ekonomisti Kristian Nummelin, pääanalyytikko Jan von Gerich ja analyytikko Olli Malinen. 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 Jan 202419min

Kuluneena vuonna käänteitä riitti niin taloudessa kuin rahoitusmarkkinoillakin. Mikä käänteistä jäi parhaiten mieleen ja mitkä ovat vuoden 2024 puheenaiheet markkinoilla? Muun muassa näitä aiheita pohtii Nordea Marketsin tutkimusporukka. 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.

15 Dec 202321min

Ekonomistit Tuuli Koivu ja Juho Kostiainen keskustelevat Tuulin tunnelmista Kiinan matkan jälkeen ja käyvät lyhyesti läpi tuoreita talouslukuja myös Suomesta ja euroalueelta. 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.

1 Dec 202322min

Suomen talous supistui syksyllä ja lähiajan näkymät ovat heikot sekä teollisuudessa että rakentamisessa. Inflaation hidastuminen ja odotukset koronlaskuista tuovat valoa, mutta jaksaako talous piristyä jo ensi vuonna? Keskustelemassa ekonomistit Juho Kostiainen ja 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.

15 Nov 202320min

Keskuspankkien viesti alkaa olla linjassa sen kanssa, että koronnostot on vähitellen nähty. Onko pahin jo takana Suomen asuntomarkkinoilla, ja mitkä ovat edellytykset talouden toipumiselle? Näistä aiheista keskustelemassa ekonomistit Juho Kostiainen ja 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.

3 Nov 202326min