Nordea Corporate Insights

FOCUS: Will euro rates remain low for some time - how about negative! Is the European Central Bank about to cut the deposit rate, and when will ECB announce tapering - it's bound to happen at some point? Senior analyst Holger Sandte has changed his ECB forecast - hear what and why as Holger analyses the ECB's monetary policy. Listen in and get updated on facts, consequences and future risks and op...

Political turmoil, Brexit puzzle, low growth and tentative monetary easing - the Euro area struggles with multiple uncertainties, and upcoming elections in major member countries might jeopardise the ongoing recovery. Or maybe not! Chief analyst Holger Sandte analyses the Euro area and looks into 2018 in this special Focus edition where we discuss the rising political risks, and talk about prime g...

The pound deep-dives, global stocks plunge - uncertainty rules on Brexit vote. Get an overview of the dramatic Leave vote with our chief analysts Aurelija Augulyte and Johnny Jakobsen discussing the market reactions and economic consequences. Get their view on safe havens, opportunities and pitfalls, and hear what to expect on short and long term. Will the turmoil blow over in a week or are we tal...

If Britain chooses to leave the EU at the June 23rd referendum, financial market risk appetite will likely wane, causing share price declines and a safe-haven flight to bond markets. For the Nordic region this could trigger higher volatility and a potentially large capital inflow, in addition to direct and indirect impact to trade relationships. Disclaimer: All opinions and estimates in this podca...

Chief FX strategist Aurelija Augulyte and chief EM analyst Anders Svendsen talk about the recent reversal of fortune in Emerging Markets. After a period of plummeting exchange rates and instability, it seems that stabilisation is under way and some investors have dipped their toes in Emerging Markets again. Is the worst truly behind us? Disclaimer: All opinions and estimates in this podcast are, r...

Special broadcast with chief oil analyst Thina Saltvedt. Nordea believes that oil has bottomed out with lows set around 28 dollars on the 20th of January 2016.

The currency of the year is still the Yen and gold is still interesting. What about bazooka easings from ECB and how does a Brexit affect the EU economy, stocks and currencies? Get up to speed with Aurelija Augulyte - hear her predictions for 2016 and get a hint of where to search for yield and potential risks.

Emerging markets (EM) currencies have bounced back - is this the big turnaround? What happens if the Chinese bubble bursts? What's the impact of a Fed hike in December? Anders Svendsen elaborates on these critical topics - and much more. Hear why Nordea Markets keeps bearish EM FX forecasts. And learn why oil and commodities prices are important for EM FX as we head into Q4, which also offers a se...

As the year is coming to an end, we'll take a glimpse back at some of the biggest surprises in 2015 and discuss lessons learned. If you're curious about what 2016 might bring, listen in when our senior analyst, Aurelija Augulyte shares her views on rate hikes and dollar spikes, and we discuss what to keep an eye on and where to put your money in 2016 - in gold or Yen perhaps! Tune in and get a fin...