Talouden sykkeessä

Kuva Suomen talouskasvun jatkumisesta on vahvistunut, mutta kysymysmerkkejäkin riittää. Mitä USA:n vaalitulos tarkoittaa talouden ja markkinamäkymien kannalta?Ajankohtaisista aiheista keskustelemassa tutkimustiimimme Tuuli, Janne ja Juho.Jakson lukuvinkit 📃👇Macro & Markets: Core no more (englanniksi)Kirjat: Pikalähettinä Pekingissä, Breakneck ja Kiinan poliittinen järjestelmäDisclaimer: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.

Mitä USA:ssa ajatellaan taloudesta vaalien alla? Miksi Ranskan julkinen talous herättää kasvavaa huolta? Entä millaisia vaikutuksia datakeskuksilla on sähkön hintaan Suomessa? USA:n talousnäkymä on vahva, eikä lähestyvien vaalien odoteta muuttavan yleiskuvaa merkittävästi. Julkisen sektorin vajeet tai velka eivät ole nousseet vaaliteemoiksi. Sen sijaan Ranskassa julkisen sektorin tilanne on pykälää haastavampi ja ensi vuoden vaalien ehdokkaat ovat jo väläytelleet omia talouspoliittisia linjojaan. Ajankohtaisista aiheista keskustelemassa tutkimustiimimme Janne, Juho sekä juuri USA:ssa vieraillut Tuuli. Jakson lukuvinkit 📃👇Skenaarioita datakeskusten vaikutuksesta sähkön hintaanValtiovarainministeriön Virkapuheenvuoro: Luota tulevaanIMF:n World Economic Outlook (englanniksi)Isabel Schnabelin puhe (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 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.

Maailmantalous on saanut teknologiamurroksesta uuden kasvuveturin, joka kompensoi nousseita energianhintoja ja korkoja sekä hyödyttää myös Suomen taloutta. Studiossa ajankohtaisista talousteemoista on keskustelemassa tuttu tutkimustiimimme Tuuli Koivu, Jan von Gerich ja Juho Kostiainen. Edessä on tapahtumarikas syksy, jota tutkimustiimimme seuraa tiiviisti. Jakson lukuvinkit 📄👇TalousennusteTutustu myös muiden Pohjoismaiden ennusteisiin englanniksi täällä.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.

Suomessa ja maailmantaloudessa on jatkunut positiivinen vire Lähi-idän konfliktin vastatuulesta huolimatta. Mikä ajaa Suomen ja maailmantalouden kasvua? Entä mikä voisi katkaista kasvun? Studiossa ajankohtaisista talousteemoista on keskustelemassa tuttu taloustiimimme Tuuli Koivu, Juho Kostiainen ja Janne von Gerich.Jakson lukuvinkit 📄👇Suomi pääsi kesäkuntoonKulutusmittari: Hillitty heinäkuuNordean Economic Outlook -talousennuste julkaistaan 2. syyskuuta. Ilmoittaudu webinaariin, jossa ekonomistimme esittelevät Nordean tuoreimmat talousennusteet.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.

Uutiset rauhanneuvotteluiden edistymisestä ovat saaneet öljyn hinnan ja koronnosto-odotukset laskuun. Suomessa tuottavuuskehitys on piristynyt, mutta työmarkkinoilla tilanne on edelleen heikko.  Mitä rauhanneuvottelujen eteneminen tarkoittaa markkinoille? Entä näemmekö pian käännettä Suomen työllisyydessä? Ajankohtaisista aiheista podistudiossa ovat keskustelemassa tutut ekonomistimme Juho Kostiainen, Tuuli Koivu ja Jan von Gerich.Jakson lukuvinkki 📄👇Datakeskukset: sähkösyöppöjä vai kasvun vetureita?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.

Suomen taloudessa on nähty alkuvuonna laaja-alaista kasvua. Kestävätkö Suomen ja euroalueen taloudet kohonneet energiahinnat ja heikentyneen kuluttajien luottamuksen? Miten EKP toimii kohonneen inflaation ja hidastuvan kasvun alhossa? Studiossa ajankohtaisista talousteemoista on keskustelemassa tuttu taloustiimimme Tuuli Koivu, Juho Kostiainen ja Janne von Gerich.Jakson lukuvinkki 📃👇Economic Outlook: Kestääkö kasvu?Katso Economic Outlook: Kestääkö kasvu? -webinaari. 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.

Millaista liikkumatilaa suomalaisyrityksille jää Kiinan kiihtyvässä teknologiakehityksessä? Kestävätkö positiiviset merkit Suomen taloudesta? Joutuuko EKP taas oikeasti koronnostojen tielle? Studiossa ajankohtaisista talousteemoista on keskustelemassa tuttu taloustiimimme Tuuli Koivu, Juho Kostiainen ja Janne von Gerich.Jakson lukuvinkki 📃👇KulutusmittariNordean Economic Outlook -talousennuste julkaistaan 12. toukokuuta. Ilmoittaudu webinaariin, jossa ekonomistimme Tuuli Koivu, Juho Kostiainen ja Jan von Gerich esittelevät Nordean tuoreimmat talousennusteet.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.

Lähi-idän kriisi on näkynyt etenkin energiahintojen nousuna, mutta vaikutukset ovat levinneet nopeasti myös korkomarkkinoille. Miten keskuspankki tulee reagoimaan kohonneisiin energiahintoihin?  Millaisia vaikutuksia kriisillä on euroalueen ja Suomen talousnäkymiin? Ajankohtaisista käänteistä keskustelemassa ekonomistimme Tuuli Koivu, Janne Von Gerich ja Juho Kostiainen.Jakson lukuvinkeihin pääset klikkaamalla linkkejä alla:AsuntomarkkinakatsausMacro & MarketsDisclaimer: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.

Suomen taloudesta on saatu positiivisia signaaleja niin teollisuuden kuin kulutuksenkin osalta, mutta asuntohintojen alamäki jatkuu ja työmarkkinatilanne on edelleen heikko. USA:n tullisotkut eivät ota loppuakseen, mutta yhdysvaltalaiset kuluttajat pitävät edelleen kasvua yllä. Oikeistopopulistien nousu puhututtaa Euroopassa, minkä huhutaan säteilevän keskuspankkinimityksiin asti. Ajankohtaisista aiheista studiossa keskustelemassa tutkimustiimimme ekonomistit Tuuli Koivu ja Juho Kostiainen sekä analyytikko Jade Halme. 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.

Vuosi on lähtenyt varsin vauhdikkaasti käyntiin varsinkin geopolitiikan osalta. Julkaisimme tuoreen talousennusteemme viime viikolla, ja tammikuun podissa pohdimme viime aikojen uutisvirran sekä markkinaliikkeiden merkitystä ennusteisiimme ja näkymiin yleensä. Studiossa talouden käänteistä ovat keskustelemassa ekonomistimme 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.