Positiv aktiestart, højere råvarepriser og stigende optimisme - hold øje med Trump og Yellen

KICK: Globale aktier kom godt fra start i 2017, hvor en stigende optimisme præger finansmarkederne. Højere råvarepriser, styrket dollar og positive nøgletal driver den positive udvikling – og Trump! Det vurderer chefanalytiker Jan Størup Nielsen, der stiller skarpt på årsager og følgevirkninger af den forstærkede optimisme – og også ser på, hvad der kan spolere den positive stemning. Lyt med og hør hvad Jan vil holde ekstra øje med af begivenheder og nøgletal – og bliv klogere på, hvordan US jobrapport og en stigende inflation påvirker finansmarkederne og dansk økonomi. 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.