Podcasts about ecbs

The week started with weak data, with global manufacturing PMIs contracting for the third straight month in September and with new orders dropping globally at the fastest rate in 11 months. But then services PMIs data surged higher, with the U.S. data at 54.9 (est 51.7) an 8-sigma beat. On Friday, payrolls unexpectedly surged +254K, way above expectations and the unemployment rate fell to 4.1%. Despite being fuelled by 785k government jobs, U.S. yields surged along with the dollar. The 2 year yield had its largest weekly gain in 2 years, and USDJPY its biggest weekly gain in 15 years. European data on the other hand continues to weaken and with Eurozone inflation now at 1.8% (below the ECBs 2% target) expect more aggressive rate cuts in Europe, and a weaker EURUSD. With Middle East tensions rising, and China back from Golden week holidays expect more volatility this week. Uncertainty in the middle east has led to a an increase in risk premiums and rises in crude oil prices. As costs of inputs increase the average consumer's struggles will likely increase. Key data releases this week are:Earnings weekWednesday- FED minutes, 10-yr bond auctionThursday - US CPI (est 2.3%), German retail salesFriday - U.S. PPI, consumer sentiment, UK GDP & IP, Canada payrolls

Inflation og renten er stadig hotte emner for investorerne. I sidste uge fik vi så langt om længe den første rentenedsættelse fra ECB i mange år. Men hvad betyder det egentlig for henholdsvis boligejere og aktiemarkedet? Det svarer Nordeas chefstrateg Josephine Cetti på i dette afsnit af pengepulsen, hvor vi også kommer ind på emner som amerikansk valg og Nordeas forventninger til aktiemarkedet fremadrettet.

In this episode, Fabio Bassi, Francis Diamond and Aditya Chordia discuss thoughts on the recent flash HICP inflation print, the upcoming ECB meeting and the UK Spring budget and the implications for both Euro and UK rates markets. They also discuss thoughts around the expected outcome of the ECBs review of its operational framework.   This podcast was recorded on 1 March 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4642541-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  

Join our first quarterly roundtable where Morgan Stanley's chief economists discuss the outlook for the U.S., Europe, China, and Japan.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. On this special episode of the podcast, we're going to hold a roundtable discussion focusing on Morgan Stanley's global economic outlook for 2024. It's Friday, December 15th at 4 p.m. in London. Ellen Zentner: 11 a.m. in New York. Jens Eisenschmidt: 5 p.m. in Frankfurt. Chetan Ahya: And midnight in Hong Kong. Seth Carpenter: So today I am joined by the leaders of the economics teams in key regions for a roundtable discussion that we're going to start to share each quarter. I'm with Ellen Zentner, our Chief U.S. Economist, Chetan Ahya, our Chief Asia Economist, and Jens Eisenschmidt, our Chief Europe economist. I want to talk with you three about the outlook for the global economy in 2024. Clearly, we're going to need to hit on growth, inflation, and we'll talk about how the various central banks are likely to respond. Let's start with the U.S., Ellen, how do you see the U.S. economy faring next year? What's just like the broad contours of that forecast? Ellen Zentner: Sure. Well, you know, the soft landing call that we've had since early 2022, we're rolling forward into a third year. I think what's important is why do we expect to finally get the slowing in the economy? We think that the fiscal impulse, which has been positive and made the Fed's job harder, is finally overcome by monetary policy lags that overcome and become more of a strain on the economy. We've got a slowing consumer. That's basically because labor demand is slowing and labor income is slowing. But again I think the whole view, the outlook is that the economy is slowing but not falling off a cliff. That's going to lead deflation in core goods to continue and disinflation in services so that inflation is coming down. So the Fed, after having remained on hold for quite some time, we think will start to cut in June of next year and ultimately deliver four rate cuts through the course of the year. And then another 200 basis points as we move through 2025. Jens Eisenschmidt: Yeah, if I can jump in here with a view from Europe. So it's striking how similar and at the same time different the views are here, in the sense that the starting point for Europe is much weaker growth. Yet we also get a big disinflation on the way we see actually euro area inflation ending at the ECBs target, or reaching the ECB target at the fourth quarter of 2024. Now for growth, we do have, as I said, a weak patch we are in. It's actually a technical recession with two negative quarters, Q3 and Q4 and 23. And then we are actually accelerating from there, but not an awful lot. So because we see potential growth very low, but consumption actually is picking up. So that's essentially the opposite in some sense, the flip side, but still very weak growth overall. Seth Carpenter: Okay, Jens. So against that backdrop of your outlook for Europe, what does that mean for the ECB? And in particular, it sort of looks like if the Fed's cutting in June, does the ECB have to wait until the Fed cuts or can it go before the Fed? How are you thinking about policy in Europe? Jens Eisenschmidt: No, I think that's a great question also, because we get that a lot from clients and we get a lot this sort of based on past regularities observation that the ECB will never cut before the Fed. And technically speaking, we have actually now forecast the ECB cutting before the Fed just one week. So they cut in June as well. And I think the issue here is really hardwired in the way we see the disinflation process and the information arriving at the doorstep of the ECB. They are really monitoring wages and are really worried about the wage developments. So they really want to have clarity about Q1 in particular wages, Q1 24. This clarity will only arrive late May, early June. And so June really for them is the first opportunity to cut in the face of weak inflation data. Seth Carpenter: Thanks, Jens. That makes a lot of sense. So if I'm reading you right, though, part of the weakness in Europe, especially in Germany, comes from the weakness in China, which is a target for exports from Germany. So let's turn to you, Chetan. What is the baseline outlook for China? It's been a little bit disappointing. How do you see China evolving in 2024? Chetan Ahya: Well, in our base case, we expect China's GDP growth to improve marginally from an underlying base of 4% in 2023 to 4.2% in 2024, as the effects from coordinated monetary and fiscal easing kicks in. However, a part of the reason why we see only a modest improvement is because the economy is constrained by the three D challenges of high levels of debt, weakening demographics and deflationary pressures. And within that, what will influence the near-term outlook the most is how policymakers will address the deflation challenge. Jens Eisenschmidt: Chetan, I get a lot of clients, though, questioning the outlook for China and thinking that this is quite optimistic. So what is the downside case for China that you have in your forecast? Chetan Ahya: Well in the downside case, we think the risk is China falls into that deflation loop. To recall, in our base case, we expect policymakers to stimulate domestic demand with coordinated monetary and fiscal easing. But if that does not materialize, deflationary pressures will persist, nominal GDP growth and corporate revenue growth will decelerate, Corporate profits will decline, forcing them to cut wage growth. This, against the backdrop of declining property prices, will mean consumers will turn risk averse, leading to the formation of a negative feedback loop. In this scenario, we could see real GDP growth at 2.7% and nominal GDP growth at just about 1%. Seth Carpenter: Wow. That would be a pretty bleak outcome in the downside scenario, Chetan. Maybe if we shift a little bit because we have a pretty compelling story for Japan that there's been a positive structural shift there. Why don't you walk us through the outlook for Japan for next year? Chetan Ahya: Well, we think Japan is entering a new era of higher nominal GDP growth. We expect Japan's nominal GDP growth to be at 3.8% in 2024, compared with the relatively flat trend for decades. The most important driver to this is policymakers concerted effort to deflate the economy with coordinated monetary and fiscal easing. We think Japan has decisively exited deflation, and its underlying inflation should be supported by sustained wage growth. Indeed, we are getting early signals that the wage increase in 2024 could be higher than the 2.1% that we saw in the 2023 spring wage negotiations. Seth Carpenter: Super helpful, Chetan. And it reminds me that a baseline forecast is critical, but thinking about the ways in which we can be wrong is just as important for markets as they think through where things are going to go. So, Ellen, let me turn to you. If we are going to be wrong about our Fed call, what's likely to drive that forecast error and which direction would it most likely be? Ellen Zentner: It's a great question because oftentimes you can get the narrative on the economy right, you can even get the numbers right sometimes, but you can get the Fed reaction function wrong. And so I think what we'll be looking for here is how well Chair Powell sends the message that you can cut rates in line with falling inflation and keep the policy stance just as restrictive. And if that's something that he really gives a full throated view around, then it could lead them to cutting in March, one quarter earlier than we've expected, because inflation has been coming down faster than expected. Jens Eisenschmidt: If I may chime in here for the ECB, I think we have essentially pretty high conviction that this will be June. And that has to do with what I explained before, that there is essentially a cascading of information and for the ECB, the biggest upside risk to inflation is wages. And they really want to have clarity on that. So it would take a much larger fall in inflation that we observe until, say, March for them to really move before June and we think June is it. But of course the latest is inflation that we are getting that was sort of a little bit more than was expected might have or is a risk actually to our 25 basis point cut calls. So it could well be a 50. In particular if we see more of these big prints. Seth Carpenter: Ellen, Chetan, Jens, thanks so much for joining and for everyone listening. Thank you for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or a colleague today.

Link to bioRxiv paper: http://biorxiv.org/cgi/content/short/2023.04.18.537293v1?rss=1 Authors: Kroll, S. L., Hulka, L. M., Kexel, A.-K., Vonmoos, M., Preller, K. H., Treyer, V., Ametamey, S., Baumgartner, M. R., Boost, C., Pahlisch, F., Rohleder, C., Leweke, F. M., Quednow, B. B. Abstract: Animal models indicate that the endocannabinoid system (ECS) plays a modulatory role in stress and reward processing, both crucially impaired in addictive disorders. Preclinical findings showed endocannabinoid-modulated synaptic plasticity in reward brain networks linked to the metabotropic-glutamate-5 receptor (mGluR5), contributing to drug-reinforcing effects and drug-seeking behavior. Although animal models postulate a link between ECS and cocaine addiction, human translational studies are lacking. Here, we tested previous preclinical findings by investigating plasma endocannabinoids (eCBs) anandamide (AEA), 2-arachidonoylglycerol (2-AG), and the related N-acylethanolamines (NAEs) palmitoylethanolamide (PEA) and oleoylethanolamide (OEA), including their interaction with cerebral mGluR5, in chronic cocaine users (CU). We compared basal plasma concentrations between chronic CU (N=103; 69 recreational CU and 34 dependent CU) and stimulant-naive healthy controls (N=92). Follow-up basal eCB/NAE plasma levels after 12 months were used for reliability and stability check (CU: N=33; controls: N=43). In an additional analysis using 11C-ABP688 positron emission tomography (PET) in a male subsample (CU: N=18; controls: N=16), we investigated the relationships between eCBs/NAEs and mGluR5 density in the brain. We found higher 2-AG plasma levels in dependent CU compared to controls and recreational CU. 2-AG levels were stable over time across all groups. In the PET-subsample, a positive association between 2-AG and mGluR5 brain density only in CU was found. Our results corroborate animal findings suggesting an alteration of the ECS in cocaine dependence and an association between peripheral 2-AG levels and cerebral mGluR5 in humans. Therefore, the ECS might be a promising pharmaco-therapeutic target for novel treatments of cocaine dependence. Copy rights belong to original authors. Visit the link for more info Podcast created by Paper Player, LLC

I 2022 er det 50 år siden, Danmark tilsluttede sig det, der dengang hed EF. Hør med, når en række EU eksperter analyserer EU's udfordringer. I denne femte er analytiker Rasmus Egmont Foss hos Jette Smed, og også han kan se positive tegn i krisen. Den Europæiske Centralbank vil mindske mængden af klimabelastende finansielle aktiviteter. Den Europæiske Centralbank har taget et lille skridt hen mod en grønnere finanssektor i EU. Rasmus Egmont Foss analytiker i Tænketanken Europa kalder det en stille revolution. ECB anerkender, at den traditionelle neutralitet i pengesager, kan give klimabelastende virksomheder en fordel fremfor de grønnere virksomheder, og det betyder, at ECBs gammelkendte neutralitetsprincip modarbejder et mere overordnet EU-mål, nemlig et grønnere Europa. I 2022 kom banken med en bekendtgørelse om at mindske mængden af klimabelastende finansielle aktiviteter i sin pengepolitik, og dermed markerede banken sig som den grønneste centralbank i verden. Den udvikling holder Rasmus Egmont Foss øje med, for lige nu er skiftet mere ord end handling. Hør mere i denne podcast

Seneste udgave af podcasten "Erhvervsklubben" stiller skarpt på den energikrise, som kan bryde ud i lys lue til vinter, hvor danskerne risikerer at få tvangsafbrudt for både strøm og gas. 2.30 Drop russisk gas i dag, og lev med energimanglen 16.15: Når Danmark går i sort går beredskabet "Mission brownout" i gang. 29.48: Danske elhandelsselskaber tjener kassen på energikrisen. 43.17: Giganternes taler ud om russisk exit: Det har kostet dyrt. 52.00: ECBs rentehop rammer aktiemarkedet drypvist.

In this episode, find out about Gail's $3.125 bn fund raising plan via ECBs, also find out why RBL bank has offloaded 12% stake in Kilburn Engineering. Business Term of the Day: Merchant Discount Rate

PIAC's articling student, Rene Kimmett, guests on this episode to explain how consumers can complain about banking services to their own financial institution and to third-party resolution services - yes, there are two "external complaints bodies" in Canada - OBSI and ADRBO.  No need for that - which we get into. The Federal Department of Finance and the Financial Consumer Agency of Canada (FCAC) are presently implementing improvements to the internal complaints system inside banks, but we still have battling third party ECBs. Finance can fix this in a wink. We argue why they should and how consumers can advance their complaint, and hopefully get their money back, in this bizarre system.  Advice to consumers: push, push, push!This is the first of a series of four podcasts on financial matters.  Future podcasts: investment complaints; payday and installment loans; cryptocurrencies for consumers (not!).

In this episode, host Chris Batstone talks about the STATE OF THE BLUES in Atlantic Canada with musician Jon Hines and East Coast Blues Society (ECBS) Executive Director Cathy Prothro. A small but mighty community, Blues has a strong and rich history. Everywhere you go, across Canada and the world, there is a Blues Venue and a host of musicians and fans to go along with. Chris finds out why Blues is so strong and what ECBS is doing to keep that going. A big thank you to Radio ECMA sponsor, TD, for supporting this episode. Chris BatstoneFacebookTwitterInstagram ECMAFacebookTwitterInstagramJon HinesFacebookInstagramEast Coast Blues SocietyFacebookTwitterInstagram

Link to bioRxiv paper: http://biorxiv.org/cgi/content/short/2020.11.14.382291v1?rss=1 Authors: Berland, C., Castel, J., Montalban, E., Foppen, E., Martin, C., Muccioli, G. G., Luquet, S., Gangarossa, G. Abstract: The regulation of food intake, a sine qua non requirement for survival, thoroughly shapes feeding and energy balance by integrating both homeostatic and hedonic values of food. Unfortunately, the widespread access to palatable food has led to the development of feeding habits that are independent from metabolic needs. Among these, binge eating (BE) is characterized by uncontrolled voracious eating. While reward deficit seems to be a major contributor of BE, the physiological and molecular underpinnings of BE establishment remain elusive. Here, we combined a physiologically relevant BE mouse model with multi scale in vivo integrative approaches to explore the functional connection between the gut-brain axis and the reward and homeostatic brain structures. Our results show that BE elicits compensatory adaptations requiring the gut-to-brain axis which, through the vagus nerve, relies on the permissive actions of peripheral endocannabinoids (eCBs) signaling. Selective inhibition of peripheral CB1 receptors resulted in a vagus-dependent increased hypothalamic activity, modified metabolic efficiency, and dampened activity of mesolimbic dopamine circuit, altogether leading to the suppression of palatable eating. We provide compelling evidence for a yet unappreciated physiological integrative mechanism by which variations of peripheral eCBs control the activity of the vagus nerve, thereby in turn gating the additive responses of both homeostatic and hedonic brain circuits which govern homeostatic and reward-driven feeding. In conclusion, we reveal that vagus-mediated eCBs/CB1R functions represent an interesting and innovative target to modulate energy balance and food-reward disorders. Copy rights belong to original authors. Visit the link for more info

Puntata Speciale di Economia a Polpette. Fonti Documenti PCS sul sito del MES: https://www.esm.europa.eu/content/all-relevant-documents-related-european-union-response-coronavirus-crisis Prospetto riassuntivo caratteristiche del PCS del MES: https://www.esm.europa.eu/sites/default/files/20200508-pcs-term-sheet-final.pdf Dati sugli ultimi BTP emessi: http://www.dt.mef.gov.it/it/tema_del_mese/tema_mese0021.html Prossima emissione BTP di Novembre (tassi tra l’1% e il 3%, da negoziare): http://www.dt.mef.gov.it/it/news/2020/btp_futura_20102020.html Fatturato e Ordinativi dell’industria di Agosto (analisi ISTAT): https://www.istat.it/it/files//2020/10/foit202008.pdf Stanziamento MIUR 165mln straordinati: https://www.miur.gov.it/documents/20182/228988/D.M.+n.+234+del+26-06-2020.pdf/c2744c93-daef-23ed-2c14-3149a5fa205f?version=1.0&t=1593683152380 Fabbisogno Stato Italiano (attualmente 21.9Mld): https://www.mef.gov.it/tag/?tag=fabbisogno%20statale Altre Opinioni: Alain Darrè, Senior European Economist, Goldman Sachs Research: https://www.goldmansachs.com/insights/pages/the-impact-of-the-ECBs-expanded-bond-buying-program.html Costantino De Blasi e Mario Seminerio, LiberiOltre: https://www.youtube.com/watch?v=6rDGl8X5xLw

Link to bioRxiv paper: http://biorxiv.org/cgi/content/short/2020.10.08.329169v1?rss=1 Authors: Dong, A., He, K., Dudok, B., Farrell, J. S., Guan, W., Liput, D. J., Puhl, H. L., Cai, R., Duan, J., Albarran, E., Ding, J., Lovinger, D. M., Li, B., Soltesz, I., Li, Y. Abstract: Endocannabinoids (eCBs) are retrograde lipid neuromodulators involved in many physiologically important processes. However, their release and dynamics in the brain remain largely unknown, in part due to lack of probes capable of reporting real-time eCBs with sufficient spatiotemporal resolution. Here, we developed a new G protein-coupled receptor Activation Based eCB sensor GRABeCB2.0 using the human CB1 cannabinoid receptor and a circular-permutated EGFP. GRABeCB2.0 exhibited proper cell membrane trafficking, ~seconds kinetics, high specificity and robust fluorescence response to eCBs at physiological concentrations. Using GRABeCB2.0, we detected evoked eCB dynamics in both cultured neurons and acute brain slices. Interestingly, we also observed spontaneous compartmental eCB transients that spread ~11 m in cultured neurons, suggesting locally-restricted eCB signaling. By expressing GRABeCB2.0 in vivo, we readily observed foot-shock elicited and running triggered eCB transients in mouse amygdala and hippocampus, respectively. Lastly, using GRABeCB2.0 in an epilepsy model, we observed a spreading eCB wave following a calcium wave in mouse hippocampus. In summary, GRABeCB2.0 is a powerful new probe to resolve eCB release and dynamics under both physiological and pathological conditions. Copy rights belong to original authors. Visit the link for more info

The post-pandemic recovery has seen a ramping up of environmentally conscious Government policy and business practices. The ECBs lauded $750 billion Recovery Package has been explicitly tied to individual countries aligning with the EUs ‘Green Deal' to promote more sustainable business practices. On the other hand, presidential hopeful Joe Biden has outlined a $2 trillion renewable energy investment mandate and net zero carbon emission target for the US by 2050. In this session, we will discuss the wide-ranging opportunities for investors across renewable energy, industrial efficiency, artificial intelligence, digitization, and advanced materials as the world seeks to enter a period of greater environment sustainability.The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Amerikanerne har fundet de økonomiske kanoner fra finanskrisen i gang igen, og i EU er der allerede opstået problemer med uenigheder og fejltrin. Hvad gør vi nu?____________________________På hendes vigtigste pressemøde indtil videre som Den Europæiske Centralbanks øverste chef trådte franske Christine Lagarde ifølge de fleste iagttagere noget så gebummerligt i spinaten.Det skete, da hun sagde, at det ikke var ECBs opgave at udligne renteforskellen imellem italienske statsobligationer og de øvrige euro-landes statsobligationer.For coronavirussen har ikke bare kastet Europa ud i en historisk sundhedskrise - den har skubbet hele verdensøkonomien ud på kanten af afgrunden til en ny finanskrise. Og nu lød det så på euroens topchef, som om hun var klar til at lade italienerne sejle deres egen sø.Renten på de italienske obligationer steg med raketfart bagefter, og pludselig var landet ikke bare det mest coronaramte land i Europa, men også det land under det tungeste økonomisk pres. For hvordan skal den italienske stat så finde penge til virksomhederne, sundhedsvæsnet og arbejdsmarkedet?Dermed ser de europæiske politikere og befolkninger mareridtet gentage sig fra 2010'ernes massearbejdsløshed, store politiske konfrontationer, og spørgsmålet om hvorvidt euroen og EU overhovedet kan overleve.Hvad er op og ned i den diskussion? Hvordan griber de europæiske lande, herunder Danmark, coronakrisen an – og er vi allerede på vej ned i afgrunden af en ny global finanskrise?Det er spørgsmålene i dagens Altinget Ajour, hvor magasinredaktør på Altinget Esben Schjørring er vært og gæst er lektor og ph.d. på Københavns Universitet og klummeskribent i Altinget Magasin, Søren Hove Ravn. See acast.com/privacy for privacy and opt-out information.

2018 bød på fire renteforhøjelser fra Fed og enden på ECBs opkøbsprogram, men markederne tror ikke på renteforhøjelser i 2019. Aktier har haft et sløjt år. Først fordi renterne steg og siden på forventning om virkelig sløj vækst i 2019. Det skal også gå ganske meget værre i Europa, hvis de lange renter skal blive på de nuværende ekstremt lave niveauer. Valutamarkederne kan næppe undgå større bevægelser i den nye år – må det blive et Godt Nytår! 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.

Detta är avsnitt 195 och spelades in den 9 december, och eftersom : Om Shownotes ser konstiga ut så finns de på webben här också: https://www.enlitenpoddomint.se/e/en-liten-podd-om-it-avsnitt-195   FEEDBACK OCH BACKLOG: Mats tillför poddvärde och känner att det är bra, David behöver vila lite, Björn är med och njuter av duggregnet, Johan har haft men inte firat bröllopsdag Microsoft kommer att bygga upp datacenter i Tyskland under 2019 och 2020.  https://news.microsoft.com/europe/2018/08/31/microsoft-to-deliver-cloud-services-from-new-datacentres-in-germany-in-2019-to-meet-evolving-customer-needs/ Dynamic Desktop finns för Windows 10: https://www.microsoft.com/sv-se/p/windynamicdesktop/9nm8n7dq3z5f?ocid=badge&rtc=1&activetab=pivot:overviewtab Streama Buffy, Angel och Firefly gratis (men inte i sverige): https://lifehacker.com/how-to-stream-every-episode-of-buffy-angel-and-firefl-1830824723 BT tar bort Huawei-komponenter från sitt 4G-nät https://omni.se/bt-tar-bort-huawei-komponenter-fran-sitt-nat/a/EorOrP BONUSLÄNK: Längre artikel: https://www.theguardian.com/technology/2018/dec/05/bt-removing-huawei-equipment-from-parts-of-4g-network Mariot har läckt information: https://www.zdnet.com/article/marriott-sued-hours-after-announcing-data-breach/ Kubernetes har fått sitt första säkerhetshål: https://www.zdnet.com/article/kubernetes-first-major-security-hole-discovered/ PlayStation Network har varit nere igen: https://venturebeat.com/2018/12/03/psn-down-december-2018/ Svenska riksbanken tittar på att gå med i ECBs "instant payment system": https://ca.investing.com/news/economy-news/riksbank-weighing-up-joining-new-ecb-instant-payment-system-1348009 I USA har får bredbandsleverantörerna sälja surfinfo. Så nu finns det en massa nya VPN klienter: https://www.digitaltrends.com/mobile/best-vpn-for-the-iphone/ Johan har testat Pi-hole och ger i stort tumme upp. Men det finns utmaningar...   MICROSOFT: Microsoft kommer att ersätta renderingsmotor i Edge med den som finns i Chrome (=Chromium) https://www.neowin.net/news/microsoft-reportedly-killing-edgehtml-and-building-a-chromium-based-browser https://www.thurrott.com/windows/windows-10/194838/yes-the-new-microsoft-edge-will-support-chrome-extensions BONUSLÄNK: HUR ser marketshare ut på webbläsare https://www.statista.com/statistics/544400/market-share-of-internet-browsers-desktop/  Det ryktas om en ny windows version som heter "Windows Lite" Skype har möjlighet att ge undertexter https://www.theverge.com/2018/12/3/18123900/skype-live-caption-subtitle-real-time  Microsoft och Mastercard skall göra ett sammarbete kring identiteter https://www.thurrott.com/microsoft/194269/mastercard-partners-with-microsoft-for-new-digital-identity-platform Microsoft reklamfilm för att visa upp surface Go: https://youtu.be/8g8ZR0KY7M4  WPF, WinForms och WinUI blir Open Source: https://www.hanselman.com/blog/AnnouncingWPFWinFormsAndWinUIAreGoingOpenSource.aspx Microsoft har givit ut Book of new från Connect(); 2018 https://news.microsoft.com/uploads/prod/sites/543/2018/12/Connect-2018-Book-of-News_.pdf  BONUSLÄNK: Book of new från Ignite 2018: https://news.microsoft.com/uploads/prod/sites/507/2018/09/IGNITEBOOKOFNEWS-5ba90f5a37c54.pdf    APPLE: Apple Watch 4 har fått en uppdaterin och nu finns ECG: https://www.engadget.com/2018/12/06/apple-watch-4-ecg-watchos-update/ Tre lanserar eSIM: https://teknikveckan.com/nyheter/tre-lanserar-esim-idag/  Telia bekräftar att man lanserar eSIM nästa år: https://teknikveckan.com/telecom/telia-bekraftar-lanserar-esim-nasta-ar/    GOOGLE: Google lägger ner Allo: https://teknikveckan.com/nyheter/google-lagger-ned-allo/ BONUSLÄNK: sammanfattning av vad som kommer hända med Messages, Allo, Duo och Hangouts: https://www.blog.google/products/messages/latest-messages-allo-duo-and-hangouts/ Nyheter i Google Cloud under november: https://www.blog.google/products/google-cloud/cloud-covered-what-was-new-in-google-cloud-for-november/  SR har gjort små röststyrda juläventyr i google home: https://swedroid.se/sr-har-skapat-sma-roststyrda-julaventyr-for-google-assistenten/    ÖVRIGT Vivo ryktas göra en telefon med dubbla skärmar: https://swedroid.se/uppfoljaren-till-vivo-nex-kan-erbjuda-dubbla-skarmar/  AWS 2018 reInvent Announcement sammanställning i google docs: https://docs.google.com/document/d/1X9-_4vszdjlTehRp6algYnagjoVs0Dsa2onRK_6UvZ4/mobilebasic  BONUSLÄNK: avsnitt 374 av The Cloudcast http://www.thecloudcast.net/2018/12/the-cloudcast-374-all-of-2018-aws.html    PRYLLISTA: Mats: ny cool dator från Razer: https://docs.google.com/document/d/1X9-_4vszdjlTehRp6algYnagjoVs0Dsa2onRK_6UvZ4/mobilebasic  Björn: Skägg, och sedan en sån här: https://awesomestufftobuy.com/beard-christmas-ornaments/ Johan: Lepin (helst Millenium Falcon)   EGNA LÄNKAR: En Liten Podd Om IT på webben (http://enlitenpoddomit.se/) En Liten Podd Om IT på Facebook (https://www.facebook.com/EnLitenPoddOmIt/)   LÄNKAR TILL VART MAN HITTAR PODDEN FÖR ATT LYSSNA: Apple Podcaster (iTunes) - https://itunes.apple.com/se/podcast/en-liten-podd-om-it/id946204577 Overcast - https://overcast.fm/itunes946204577/en-liten-podd-om-it Acast - https://www.acast.com/enlitenpoddomit Spotify - https://open.spotify.com/show/2e8wX1O4FbD6M2ocJdXBW7?si=HFFErR8YRlKrELsUD--Ujg Stitcher - https://www.stitcher.com/podcast/the-nerd-herd/en-liten-podd-om-it

Med en blød udmelding og strammere undertoner viste ECBs centralbankschef sin usammenlignelige evne til at styre de europæiske finansmarkeder. Derfor er han også en stor del af denne uges podcast, hvor investeringsstrateg Andreas Østerheden stiller skarpt på en uge, hvor det endnu engang var centralbankerne der dominerede. Derudover fortæller han også lidt om reaktioner fra G7-topmødet, den globale handel og om ugen der kommer.  -------- Om denne kommentar Nordea påtager sig intet ansvar for eventuelle dispositioner foretaget på baggrund af materialet. Mekanisk, fotografisk eller anden gengivelse af hele materialet eller dele heraf er ikke tilladt ifølge gældende lov om ophavsret. Se ansvarsfraskrivelse.  

I avsnitt 50 av Björnfällan välkomnar vi tillbaka ränte-/kreditförvaltarna Sean George och Ulf Erlandsson. Intervjun spelades in 22:a maj och detta är del ett av två. Det blir prat om Seans resa på den svenska bostadsmarknaden, att det är dags att damma av den gamla goda PIIGS-strategin, ECBs problembarn Italien, inverterad avkastningskurva i USA och dess konsekvenser, den allmänna skepsis som börjar synas i obligationsmarknaden, LIBORS värde som stressindikator och mycket mycket mer. Detta vill du inte missa! Del två av intervjun släpps fredag den 8:e juni. Björnfällan är en ekonomi- och finanspodcast presenterad av CMC Markets riktad mot intressenter av aktiv handel. Programmet har ett öppet format och kommer varannan vecka att ta upp ämnen som berör trading, bolag och globala trender inom finansmarknaden. Programledare är Kristofer Berggren och Nils Brobacke. Följ oss på Twitter på www.twitter.com/cmcmarketsswe och ställ dina frågor till oss på hashtagen #björnfällan — CMC Markets är noterade på Londonbörsen och är en av världens största CFD-aktörer. Vi erbjuder handel i aktier, index, råvaror och valuta i fler än 10 000 produkter världen över. Vår handelsplattform har vunnit ett flertal priser. Testa ett demokonto på www.cmcmarkets.se Vår podcast ska endast ses som generell information och syftar inte till att ge handels- eller investeringsrådgivning eller personliga rekommendationer. Historisk avkastning är inte någon garanti för framtida avkastning. CMC ska inte hållas ansvarig för någon förlust som drabbar dig, direkt eller indirekt, från någon investering baserad på information i denna video. Kom ihåg att handel med CFDs innebär en hög risk och det kan vara så att det inte är en lämplig produkt för alla investerare. Förluster kan överstiga dina insättningar.

Ugen har været præget af stigende renter og en oliepris, som nu er på sit højeste siden 2014. Vil det få indflydelse på ECBs rentepolitik og de økonomiske nøgletal? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og den kommende uges begivenheder på de finansielle markeder. 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 adviser.

Det helt store samtaleemne på de finansielle markeder har været den fortsatte styrkelse af euro’en, som besværliggør ECBs bestræbelser på at få inflationen tilbage til 2%. Og nu, venter hele verden på Draghi & Co.’s kommentarer til udviklingen, når ECB holder rentemøde på torsdag. Lyt med når Helge J. Pedersen og Anders Svendsen analyserer de seneste trends i verdensøkonomien og stiller skarpt på den kommende uges begivenheder på de finansielle markeder. 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 adviser.

Efter en stærk begyndelse på året er aktiekurserne faldet lidt tilbage. Det skyldes bl.a., at renterne er steget i kølvandet på referatet fra ECBs møde i december. Samtidig er euroen steget til det højeste niveau over for dollar siden årsskiftet 2014-15. Så hvad bør man holde øje med på den korte og længere bane? Lyt med når Helge J. Pedersen og Jan Størup Nielsen analyserer de seneste trends i verdensøkonomien og stiller skarpt på den kommende uges begivenheder på de finansielle markeder. 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.

Omvärldspodden - Podden för privata investerare. Henrik von Sydow och Helena Haraldsson, omvärldsstrateger på Carnegie Private Banking, tar upp tre viktiga händelser på 10 minuter. 1. USAs börsbolag – vilka trender ser vi rapportfloden? 2. Guldlock i Europa – varför gladdes börsen åt ECBs möte? 3. Dollarn stiger – kan trenden fortsätta? Disclaimer Denna podcast är utgiven av Carnegie Private Banking inom Carnegie Investment Bank AB (publ). Risker Investeringar i finansiella instrument är förknippade med risk och en investering kan både öka och minska i värde eller komma att bli värdelös. Historisk avkastning är ingen garanti för framtida avkastning. Ingen del av podcasten skall uppfattas som en uppmaning eller rekommendation att utföra eller disponera över någon typ av investering eller att ingå några andra transaktioner. De uppfattningar som redogjorts för i podcasten återspeglar de medverkandes uppfattning för tillfället och kan således komma att ändras. Informationen i podcasten tar inte hänsyn till någon specifik mottagares särskilda investeringsmål, ekonomiska situation eller behov. Informationen är inte att betrakta som en personlig rekommendation eller ett investeringsråd. Adekvat och professionell rådgivning skall alltid inhämtas innan några investeringsbeslut fattas och varje sådant investeringsbeslut fattas självständigt av kunden och på dennes eget ansvar. Carnegie frånsäger sig allt ansvar för direkt eller indirekt förlust eller skada som grundar sig på användandet av information i podcasten.

Tre viktigaste händelserna under de senaste veckorna: Nationalkongressen i Kinas beslut, ECBs räntebesked & räntebeskeder från FED hade marknaden redan prisat in - vad driver marknaden nu? Vad ska man satsa sina pengar på framöver om man vill ha avkastning?

Here’s the breakdown of the two deal combo: 1) Go to CVS and buy the paypal card 2) Go buy all the stuff thats free after ECBs and pay with your $50 ECBs that you just got 3) Then buy another paypal gift card, get $50 more in ECBs 4) You will then have $300 on two paypal gift cards 5) Call or use the internet to activate your card right away 6) Drive immediately to your supermarket (otherwise Paypal might charge you the monthly $4.95 fee) and buy $300 worth of Amazon gift cards in 3 separate transactions 7) You will get $60 worth of free groceries catalina coupons So that’s $160 worth of CVS merchandise and groceries for $9.90 (cost of two paypal prepaid card activation fees) Or $150 worth of free CVS merchandise and groceries! Don’t forget to call and cancel the cards right after you use them at the supermarket. Here’s the links to the original deals: http://ratemydeal.com/cvs-crazy-cvs-deal-get-50-in-extra-care-bucks-for-4-95-and-loading-150-to-a-prepaid-mastercard/ and http://ratemydeal.com/20-catalina-at-acme-shaws-and-albertsons-after-buy-100-worth-of-gift-cards/