KICK: Trump-sejr sender Dow Jones i rekord og renter op - hvem jubler og gruer?

Nordea Markets Insights DK - En podcast af Nordea Markets - Fredage

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Trump vandt Det Hvide Hus og begge kamre i Kongressen - og fyrede op under finansmarkederne. Men panikken blev kortvarig. Investorer genvandt hurtigt humøret og risikoappetitten - Dow Jones satte rekordhøjde, dollar er styrket og lange renter er steget kraftigt. Hvorfor det? Chefanalytiker Jan Størup Nielsen analyserer udviklingen, og peger på tabere og vindere og vurderer baggrunden for den temmelig interessante markedsreaktion. Og hvad så nu? Forhøjer Fed renten i år, og er det stilhed før storm på finansmarkederne? Hør Jans vurdering. 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.