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Det er 100 dager siden Trump ble innsatt. Vi oppsummerer utslagene så langt. Er Trump-putten fortsatt virksom? Hør Nordeas sjeføkonom Kjetil Olsen og sjefanalytiker Lars Mouland analyserer de siste trendene i norsk og internasjonal økonomi. 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.
Vi vet ennå ikke hvor høye amerikanske tollsatser blir, men ser allerede at trusselen om toll løfter råvarepriser og inflasjonsforventningene. Sammen med trusselen om deportasjon av arbeidsinnvandrere kan vi se høyere og ikke lavere prisvekst i månedene fremover. Kanskje blir neste bevegelse fra Fed renteheving og ikke kutt. Hør Nordeas sjeføkonom Kjetil Olsen og sjefanalytiker Lars Mouland analyserer de siste trendene i norsk og internasjonal 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.
Er Norge fortsatt en annerledes økonomi, og vil norske familier oppleve flere rentekutt før valget i september? Lytt til samtalen mellom: Kjetil Olsen, sjeføkonom, Nordea Terje Strøm, sjeføkonom og grunnlegger av NyAnalyse, og styremedlem av PF Samfunnsøkonomi #PolyPod med Terje Strøm er en kort podcast om dagsaktuell samfunnsøkonomi tilpasset tidsklemma og ledere i farta. Sjeføkonom i NyAnalyse, Terje Strøm, snakker om strøm, statsbudsjett, renter og arbeidsmarked. Fra tid til annen dukker det opp gjester med nytt skråblikk. Hosted on Acast. See acast.com/privacy for more information.
Mayoo Indiran er denne episodens programleder, og graver etter Tom Kjetil sin motivasjon, gjennom barndom, oppvekst, aktiviteter og familieliv.
Priskarusellen snurrer raskere igjen, mens kronen faller videre. Sjeføkonom Kjetil Olsen i Nordea Markets venter nå at renten skal videre opp og at boligprisene skal 10 prosent ned fra toppen. Programleder Sindre Heyerdahl. Produsent Magne Antonsen. Ansvarlig redaktør Lars Håkon Grønning.
Fortsatt høy prisvekst og svak kronekurs tvinger frem en renteheving fra Norges Bank i desember. Med høye lånebehov og god økonomisk vekst, vil nok rentene i USA også holde seg oppe og smitte over på norske langrenter. Hør sjeføkonom Kjetil Olsen og sjefstrateg Lars Mouland i podcasten «Nordea Markets fra innsiden». 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.
Nordea-ekspertene diskuterer hva som er i vente fra sentralbankmøtene denne uken. Hør sjeføkonom Kjetil Olsen og sjefstrateg Lars Mouland i podcasten «Nordea Markets fra innsiden». 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.
Mye lavere inflasjon enn ventet kan få Norges Bank til å avlyse rentehevingen i desember. Men, veien til første rentekutt er fortsatt lang. Behovet for en lang periode med høye renter i utlandet gir begrenset handlingsrom for Norges Bank. Hør Nordeas sjeføkonom Kjetil Olsen og sjefstrateg Lars Mouland i podcasten «Nordea Markets fra innsiden». 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.
Beskjeden fra sentralbankene i forrige uke var klar: Rentetoppen blir høyere og det blir lenge til rentene settes ned igjen. Hør Nordeas sjeføkonom Kjetil Olsen og sjefstrateg Lars Mouland i podcasten «Nordea Markets fra innsiden». 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.
Hva forteller storstreiken om vår lommebok? Vil høyere lønnsøkninger gjøre alt enda dyrere? Og kommer Norges Bank nå til å heve rentene enda mer og lenger? Med sjeføkonom Kjetil Olsen. Produsent Kristine Aadne, programleder Sindre Heyerdahl
Vi har hevet våre renteprognoser og venter nå styringsrenter på 3.5% til sommeren. I dagens podcast går vi gjennom hvorfor vi trenger høyere renter. Hør Nordeas sjeføkonom Kjetil Olsen og sjefstrateg Lars Mouland analyserer de siste trendene i norsk og internasjonal 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.
Medvirkende: Jan Hanvold, Birger Wroldsen, Kjetil Olsen, Kjell Haltorp, Håkon Fagervik
I denne #pengepodden-episoden har Bjørn Erik besøk av to erfarne sjeføkonomer: Jan Ludvig Andreassen i Eika Gruppen og Kjetil Olsen i Nordea. Mens Jan mener at vi vil få lave (og negative) renter til evig tid, mener Kjetil at renten skal opp til mer normale nivå. Hør argumentene deres i denne #pengepodden-duellen. Du finner også hele episoden på vår youtube-kanal.Temaer som blir diskutert i denne episoden:Konsekvensen av negative renter (Fra 17:36)Hvordan tilpasse seg en verden med lavere rente? (Fra 49:02) See acast.com/privacy for privacy and opt-out information.
Vi ser inn i den økonomiske fremtiden, og den ser ganske lys ut. Men hva mener Nordeas eksperter om boligprisene, rentene og hvordan blir lønnsutviklingen din fremover? Bli med sjeføkonom Kjetil Olsen og programleder Per Arne Gedde Lium i denne podcasten, og finn ut. Disclaimer: Ytringene i denne podcasten må anses som generelle markedssyn, og er ikke ment som en investeringsanbefaling eller personlig investeringsrådgivning
Norsk økonomi har passert bunnen og gjeninnhentingen er i gang, konkluderer Nordea Markets i en fersk rapport. Selv om hjulene har begynt å rulle forsiktig igjen må vi likevel forvente en høyere ledighet, mye usikkerhet og større forskjeller fremover. Vi snakker med sjeføkonom Kjetil Olsen om dette og hva vi kan forvente oss av regjeringens nye «Fase 3»-krisepakke. Produsent er Kristine Masdal Aadne og programleder er Marius Lorentzen. See acast.com/privacy for privacy and opt-out information.
Fredag kom rapporten mange har ventet på: Boligprisstatistikken for mars. Antall boliger som ble solgt er ned, men prisene falt ikke like mye. Hvordan ser egentlig boligmarkedet ut nå, viser statistikken hele bildet og hva vil påvirke markedet fremover? Grethe W. Meier, administrerende direktør i Privatmegleren og styreleder i Eiendom Norge, og Kjetil Olsen, sjeføkonom i Nordea Markets, deler sine analyser og prognoser. Produsent er Kristine Masdal Aadne og programleder er Marius Lorentzen. See acast.com/privacy for privacy and opt-out information.
Handelskrig og Brexit får mye fokus i nyhetene og markedene er preget av frykt og usikkerhet. Mange snakker om at vi står foran nedgangstider i verdensøkonomien. I så fall vil også norsk økonomi bli rammet. Men er det hold i argumentene som brukes? Sjeføkonom Kjetil Olsen og sjefanalytiker Erik Bruce satte seg ned for en prat der de på en pedagogisk måte går gjennom det som nå skjer. Er frykten kanskje noe overdrevet? Har du innspill til temaer som bør tas opp, ris eller ros send en mail til roteloftet@nordea.com 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.
Annerledeslandet Norge: Hvorfor skal den norske renten opp, når den alle andre steder skal ned eller står på stedet hvil? Hvorfor er det bra? Hva gjør at Norge er annerledes? Hør hva sjeføkonom Kjetil Olsen og sjefanalytiker Erik Bruce har å si om annerledeslandet Norge i deres ny podcast. 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.
Guttene gjør det konsekvent dårligere på skolen enn jentene, men er det egentlig et problem? Og i så fall for hvem? Sammen med Katapult-sjef Cilia Holmes Indahl og sjeføkonom Kjetil Olsen i Nordea lanserer vi Stormkast-modellen som skal redde ungene våre fra skolesystemet. Produsert av Perplex.no
En historisk lang opptur i verdens aksjemarkeder er avløst av usikkerhet og store svingninger. Elisabeth Holvik og Kjetil Olsen, sjeføkonomer i henholdsvis Sparebank1 Gruppen og Nordea, forklarer hvorfor og hva vi kan vente oss fremover. Konklusjonen er at hvis Norges Bank setter opp renten i mars, bør vi juble. Hør hvorfor i «Finanslunsj med Fåne og Staavi».
En historisk lang opptur i verdens aksjemarkeder er avløst av usikkerhet og store svingninger. Elisabeth Holvik og Kjetil Olsen, sjeføkonomer i henholdsvis Sparebank1 Gruppen og Nordea, forklarer hvorfor og hva vi kan vente oss fremover. Konklusjonen er at hvis Norges Bank setter opp renten i mars, bør vi juble. Hør hvorfor i «Finanslunsj med Fåne og Staavi». Episoden kan inneholde målrettet reklame, basert på din IP-adresse, enhet og posisjon. Se smartpod.no/personvern for informasjon og dine valg om deling av data.
Du har 100 millioner. Hva investerer du dem i? Og har OPEC fortsatt noe de skulle sagt om oljeprisen? Hør hva sjeføkonom Kjetil Olsen i Nordea og konserndirektør Benedicte Schilbred Fasmer i DNB svarer. Produsert av Perplex.no
Renten skal (endelig!) opp igjen etter en periode på historisk bunnivå. Men for noen betyr det selvsagt trøbbel, kanskje også for den håpløse ungdommen nå til dags. Petter og Per arrangerer sjeføkonomtoppmøte i studio med Kjersti Haugland i DNB og Kjetil Olsen i Nordea. Produsert av Perplex.no
Market rumours about the death of the famous Phillips curve are exaggerated. Fed believes in the Philips curve – the relationship between wages and unemployment – and so do we. Listen in when our analysts; Jan Von Gerich, Kjetil Olsen and Anders Svendsen discuss the Fed outlook and the risk of rising wage growth and inflation in the US. Hear why this means that Fed may have to hike rates further than the 7 hikes we already forecast. Join our analysts in this special podcast and you will also hear why the markets are likely to face even more volatility going forward. 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.
Market rumours about the death of the famous Phillips curve are exaggerated. Fed believes in the Philips curve – the relationship between wages and unemployment – and so do we. Listen in when our analysts; Jan Von Gerich, Kjetil Olsen and Anders Svendsen discuss the Fed outlook and the risk of rising wage growth and inflation in the US. Hear why this means that Fed may have to hike rates further than the 7 hikes we already forecast. Join our analysts in this special podcast and you will also hear why the markets are likely to face even more volatility going forward. 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.
Globaliseringen som har pågått for fullt de siste 20-årene, er nå i revers. Det har betydelige effekter både på økonomien, men også på de rekordlave rentene. Ukens podcast er en samtale mellom Nordeas sjeføkonom Kjetil Olsen og analysesjef Gaute Langeland i forbindelse med Nordeas Economic Outlook.
Ikke alle tjener på internasjonal handel. Hør om de de mørkere sidene som overrasker teoretikerne. DNs Marte Ramuz Eriksen og Bård Bjerkholt diskuterer med Nordeas sjeføkonom Kjetil Olsen og førsteamanuensis Andreas Moxnes. See acast.com/privacy for privacy and opt-out information.
I 2016 ble vi tatt på sengen av Brexit, Trump og Italia. Hva i all verden skal vi tro om 2017. Starter Donald Trump en internasjonal skattekrig? Hvor mye dårligere blir det i norsk oljenæringen før det snur? Med Jan Petter Sissener, partner og daglig leder i Sissener Kapitalforvaltning, og Kjetil Olsen, sjeføkonom i Nordea. Programledere Per Valebrokk og Marius Lorentzen. Produsert av Magne D. Antonsen. See acast.com/privacy for privacy and opt-out information.
Sjefanalytiker Erik Bruce og Sjeføkonom Kjetil Olsen diskuterer siste Economic Outlook fra Nordea.
I dagens episode diskuterer vi hvorvidt rentebunnen er nådd. Sjefsanalytiker Erik Bruce og sjefsøkonom Kjetil Olsen gjester studio.
Finland satset på Nokia, Norge på olje og Sverige på mangfold. Hvem takler næringslivets omstillinger best? Hvordan kommer Norge seg gjennom oljekrisen, er det havet som redder oss? Hva skal Finland leve av? Og hvor støtt står egentlig Sverige? Hør BI-professor Torger Reve og sjeføkonom Kjetil Olsen i Nordea. Programledere Per Valebrokk og Marius Lorentzen. Produsert av Magne D. Antonsen. See acast.com/privacy for privacy and opt-out information.
Oljesjokket: Norsk økonomi reddes av kronefallet, og oljebransjen tar en nødvendig opprydding. Omstilling: Alle norske bedrifter må skrive om businessmodellen sin nå. Jobbene: Arbeidsledigheten stiger for oljejobbene, men ikke for resten av landet. Boligprisene: Krakket kommer ikke før arbeidsledigheten stiger over hele fjøla. Flyktningene: Skaper nye jobber. Europa: Vokser ganske greit igjen. Hør Harald Magnus Andreassen fra Swedbank og Kjetil Olsen fra Nordea Markets. Programledere Per Valebrokk og Marius Lorentzen. Produsert av Magne D. Antonsen. See acast.com/privacy for privacy and opt-out information.