KICK: Bedre nøgletal, højere oliepris, stærkere dollar og stigende renter – hvorfor halter aktierne?

Højere end forventet inflationstal i Kina, oliehop til årets højeste niveau, og så blev dollar også yderligere styrket i ugens løb. Chef-analytiker Jan Størup Nielsen forklarer årsagerne til bevægelserne på de finansielle markeder, og peger på tendenser og forventninger til udviklingen i de kommende uger. Jan stiller bl.a. skarpt på US valgdebat, Fed's næste træk og udsigten til højere renter - og fortæller hvorfor investorer bør være særligt opmærksomme på Draghi's tale i næste uge - og peger på risici og muligheder. 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.