KICK: Er centralbankerne ved at løbe for muligheder?

De store centralbanker har alle haft mulighed for at signalere deres intentioner over de seneste uger. Fed, Bank of Japan og Norges Bank holdt alle møder i denne uge, hvor det dog ikke blev til renteændringer. Der breder sig en opfattelse i markederne af, at de store centralbanker er ved at være nået til enden af dén vej, der er belagt med pengepolitisk lempelser, skønt risikoen for en mere høgeagtig retning endnu synes ubetydelig. Det er godt nyt for risikoappetitten. Der er ingen store nøgletal i vente i ugen, der kommer, men et uformelt OPEC-møde kan presse olieprisen højere i starten af ugen, og den første debat mellem præsidentkandidaterne Clinton og Trump bliver helt sikkert interessant. 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.