Podcasts about Norges Bank

Makroanalytikerne i DNB Carnegie er ute med rapporten «Økonomiske utsikter» med oppdaterte anslag for norsk og internasjonal økonomi. I denne episoden diskuterer Marius Brun Haugen hovedpoengene i rapporten med Knut Magnussen og Oddmund Berg. Noen av spørsmålene de tar for seg er:Blir det varig fred i handelskrigen, og vil Kina eksportere desinflasjon?Står Fed i vanskeligere spagat enn ECB?Er Trump 2.0 positivt eller negativt for dollaren? Hva blir impulsene på norsk økonomi og Norges Bank?Den skriftlige rapporten er tilgjengelig for alle på analysesidene til DNB Carnegie Episoden ble spilt inn onsdag 14. mai 2025.Produsent: Kim-André Farago, DNB Wealth Management Hosted on Acast. See acast.com/privacy for more information.

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss a variety of topics covering thoughts around the impact of de-dollarisation on Euro govie and swap markets, the May BoE meeting and UK rates as well as the Riksbank and Norges Bank meetings this week.     Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategist Khagendra Gupta, European Rates Strategist     This podcast was recorded on 09 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4981304-0, https://www.jpmm.com/research/content/GPS-4980024-0 & https://www.jpmm.com/research/content/GPS-4980028-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

Det ble ingen overraskelser fra Norges Bank i dag, styringsrenten ble holdt uendret på 4,5 prosent. Der har den ligget siden desember 2023. Hvordan ser det nå ut for de ventede rentekuttene i år? Gjest er sjeføkonom i DNB Markets, Kjersti Haugland. Programleder Asgeir Aga Nilsen. Produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv.

De europæiske aktiemarkeder står til at åbne ugen neutralt. Aktiekurserne er generelt steget de seneste mange dage både i Europa og USA. Investorerne køber aktier på de mere forsonende toner i toldkrigen og på modstandsdygtige nøgletal. Vi har endnu ikke fået konkrete handelsaftaler, men intet dårligt nyt bliver set som godt nyt lige nu. På onsdag har vi Fed-møde, og så vil EU komme med et forhandlingsudspil på told til USA. I dag får vi ISM service fra USA. MarkedsfokusAktierne er steget ni dage i trækPowell står fast over for TrumpBoE-rentenedsættelse, mens Riksbank og Norges Bank er på hold

The focus this week turns to central banks. We discuss the Fed staying on-hold amid likely more pressures from Trump, and the uncertain outlook for US tax policy which is becoming a top legislative priority. We also discuss our expectations for the Bank of England, Norges Bank and Riksbank which could have diverging decisions but some risk of a dovish tone, as well as Beijing's latest stance on de-escalation and stimulus prospects. All eyes will be on the data to gauge how much of the tariffs are already starting to have an impact, on how these central banks factor in the uncertainty, and on any progress on the trade talks where things also remain influx. Chapters: US (01:56), Europe (10:58), China (14:42), Asia (20:00).

Norway’s $1.7 trillion sovereign wealth fund lost 0.6%, an equivalent of $40 billion, in the first three months of the year, its biggest loss in six quarters. Norges Bank Investment Management CEO Nicolai Tangen discusses the results, his outlook for markets, and view of US companies as long-term investments. he is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

I januar og februar sto rekorder i boligmarkedet for fall, og i årets første måneder steg boligprisene i Norge med hele 6,1 prosent. Samtidig har det vært en stor vekst i omsetningsvolumet. Ved inngangen til mars var det solgt og lagt ut over 20 prosent flere bruktboliger enn på samme tid i 2024. Forsetter den sterke utviklingen, spør vi? Og: Er det nå markedet skal kjøles ned i takt med at Norges Bank har utsatt rentenedsettelsen? Sjef for kommunikasjon og politikk Erik Lundesgaard leder Boligbobla TV fra 10.30 og lodder stemningen i boligmarkedet før og etter slipp av #boligprisstatistikken for mars 2025.Gjester: Daglig leder/Partner/Megler MNEF Caroline Ringså Ask (Proaktiv Eiendomsmegling) og forsker Mari Mamre (Oslo Met). Hosted on Acast. See acast.com/privacy for more information.

Hei og velkommen! Vi diskuterer tidens rentetriller, hvordan Norges Bank håndterer inflasjon og rentenivåer, og hva det betyr for din økonomi. Vi ser også nærmere på hva som skjer med Trump og markedene, samt hvordan global usikkerhet påvirker vår hverdag. Bli med oss for en grundig analyse og tips til kloke økonomiske beslutninger. .

President Donald Trump har erklært «frigjøringsdag» onsdag 2. april. Her vil han lansere en rekke toller mot land som USA handler med. Hva har vi egentlig i vente? Vi er også innom meklingen i lønnsoppgjøret som foregår denne uken, og LOs kritikk av hvordan Norges Bank setter renten. Og så snakker vi om raketter, både børskommentator Roar Valderhaugs nyttårsraketter og de av den større typen.

Forbrukerøkonom Derya Incedursun fra Nordea er i studio for å fortelle oss om rentemøtet i Norges Bank, norsk økonomi, kronekursen, styringsrenta, og hva det har å si for norsk privatøkonomi fremover. Spesielt for unge. ►  ⁠BLI ⁠⁠⁠⁠MEDLEM⁠⁠⁠⁠⁠ Fremover vil de som er støttemedlemmer få tilgang til episodene først. Da støtter du podcasten med det samme som prisen av en kaffe hver måned. Setter stor pris på om du blir støttemedlem. Tusen takk.► VIPPSOm du ønsker å støtte arbeidet med denne podcasten, kan du bidra med et stort eller lite beløp, etter eget ønske. All støtte settes pris på, og du bidrar til arbeidet med å lage flere episoder. Bruk Vippsnummer: #823278► Du kan altså støtte podden ved å donere et beløp til:➡ Vipps (lenke for mobil) eller bruk Vippsnummer: #823278➡ Eller bli MEDLEM og få tilgang til de nyeste episodene først.► Omtale/rating:Legg gjerne igjen en omtale/rating på ⁠⁠Spotify⁠⁠ & ⁠⁠Apple Podcasts⁠⁠. Det hjelper podcasten med å bli synlig for flere.► Linker:⁠⁠Youtube⁠⁠ | ⁠⁠Nettside⁠⁠ | ⁠⁠TikTok⁠⁠ | ⁠⁠Instagram⁠⁠ | Podimo | ⁠⁠Facebook⁠⁠ | ⁠⁠Apple

Før hadde vi pesten som slo til brått og overraskende og kullkastet livene våre. Nå har vi renten som hopper opp og ikke vil ned igjen og knuser feriedrømmer, boligdrømmer og og regjeringens drøm om gjenvalg. Men burde vi slutte å bry oss så mye om renten som selv sentralbanksjefen ikke har kontroll på? Hosted on Acast. See acast.com/privacy for more information.

APAC stocks were ultimately mixed with cautiousness seen after Trump's latest tariff salvoThe US is to impose 25% tariffs on all cars made outside of the US effective on April 2ndTrump reiterated that reciprocal tariffs are also set for next week but stated they will be lenientEuropean equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.5% after the cash market closed with losses of 1.2% on WednesdayDXY lower after yesterday's session of gains, EUR is firmer despite Trump tariff plans, GBP is attempting to nurse recent lossesUkraine and the US discussed a halt of strikes on civilian facilities, but the US did not get support on this from RussiaLooking ahead, highlights include US GDP & PCE Final (Q4), Jobless Claims, Japanese Tokyo CPI, Norges Bank & Banxico Policy Announcements, BoJ SOO, BoE's Dhingra, Riksbank's Bremen, Fed's Collins & Barkin, ECB's Schnabel, de Guindos & Lagarde, Norges Bank's Bache, Supply from UK & USRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

El automóvil europeo vive un jueves negro en bolsa.. tras anunciar el presidente Trump aranceles del 25% a todos los vehículos no fabricados en EEUU que entrarán en vigor el próximo 3 de abril. Los expertos de Bankinter señalan que las firmas germanas son las más perjudicadas por la decisión de Trump pues importan buena parte de sus ventas a EEUU desde Europa. El 35% de las ventas de BMW y Volkswagen en EEUU se importan desde el viejo continente, mientras que en Mercedes-Benz, este porcentaje se elevar hasta superar el 50%. El Banco Central de Noruega, el Norges Bank, deja los tipos en el 4,5%. La decisión tomada este jueves de no llevar adelante el recorte de tipos anunciado en enero no ha sido una sorpresa. El banco central ha dejado los tipos sin cambios y, además, ha revisado al alza su previsión de política monetaria. En clave empresarial, H&M reduce sus beneficios a la mitad en el primer trimestre hasta los 53 millones de euros. Entrevistaremos a Manuel Zabala, cofundador de Chollómetro, para ver qué podemos hacer para reducir el gasto energético y mejorar nuestra economía doméstica con el cambio de hora. Los temas de la actualidad los debatiremos en la Tertulia de Cierre de Mercados con Pedro Fernández, empresario y abogado, y Carlos Puente, analista político.

Mange forventet rentekutt – men Norges Bank holdt styringsrenten uendret. Hvorfor?I denne episoden forklarer finansdirektør Bengt Olsen i SpareBank 1 Nord-Norge hvilke faktorer som spiller inn. Sammen med programleder Stein Vidar Loftås snakker Olsen om alt fra vedvarende inflasjon og forventninger om gode lønnsoppgjør, til kronekurs og Donald Trumps politiske påvirkning. Hva betyr dette for økonomien i Nord-Norge – og hva kan vi vente fremover?Du kan lese transkripsjon av alt som ble sagt i episodene på kbnn.no/podkast.Nord-Norge i verden er produsert av Kunnskapsbanken SpareBank 1 Nord-Norge i samarbeid med Helt Digital. Programledere er Stein Vidar Loftås og Jørn Resvoll. Redaktør er Jeanette Gundersen. Musikken er komponert av Emil Kárlsen. Hosted on Acast. See acast.com/privacy for more information.

Selv om Norges Bank ikke kutter sin rente, er det gode muligheter for at du skal få lavere boliglånsrente. Hallgeir går gjennom dagens rentebeslutning fra sentralbanken, og forteller deg hvordan du selv kan få ned din rente. Med Hallgeir Kvadsheim. Programleder og produsent Andreas W. Fredriksen. Ansvarlig redaktør Gard Steiro. Ny episode hver tirsdag i VG-appen med VG+ og i Podme med premium, og hver torsdag i alle podkast-apper.

Liberale venner!Det ble altså ikke noen rentenedgang fra Norges Bank i dag.Vil det i det hele tatt bli noen rentenedganger i løpet av 2025, eller 2026?Tvilsomt. Det er på tide med ny rentepolitikk. Sverige og Danmark har hatt 6 rentenedganger på samme tid.Dette og flere andre saker i dagens episode av Liberaleren Podcast.Husk å skrive en liten omtale av oss i Apple Podcast, samt gi oss 5 stjerner i Spotify og Apple Podcast!Vennligst abonner på podcasten i din egen app, så blir du varslet når nye episoder kommer ut.Følg/kontakt oss her: liberalaften@gmail.comhttps://www.facebook.com/liberalerenpodcast/https://www.instagram.com/liberalerenpodcast/https://twitter.com/LiberalerenPRate oss gjerne også i de apper som tilbyr dette!Skriv også positive kommentarer i de podcast apper hvor det er mulig.Kontakt oss / send inn spørsmål:www.podpage.com/liberaleren-podcastLes dine daglige nyheter på Liberaleren:https://www.liberaleren.no/Støtt Liberaleren gjennom diverse bidrag her:https://www.liberaleren.no/donasjoner/Finn mer:https://www.podpage.com/liberaleren-podcastVIPPS valgfrie kroner til Liberaleren: 579172Liberaleren TV:https://www.youtube.com/channel/UCHChWhwyiNrhDlfmvgJRbrALiberaleren Podcast på YouTube:https://www.youtube.com/channel/UCb_4G55--BGOb0vCAf2AFmgLiberal hilsning fra Klaus! Hosted on Acast. See acast.com/privacy for more information.

Peter Boockvar explains why investors must discard the playbook that has worked for the past few years due to three major shifts: the end of the MAG7 tech trade, potential cuts in government spending, and declining foreign flows into US assets. Boockvar notes that these seven stocks reached 35% of the S&P 500 - exceeding the concentration seen in March 2000 - while becoming a global "reserve currency" with central banks like Norway's Norges Bank and the Swiss National Bank owning billions in shares. He identifies emerging opportunities in international markets, with the German DAX up 17% and Hang Seng up 20% year-to-date, while warning that reduced government spending combined with weakening tech investment creates recession risk. Boockvar believes the Fed has diminished power in a new 3-4% inflation environment, pointing to record copper prices as evidence while noting that US defense manufacturers and technology companies face growing international competition.This episode is sponsored by Monetary Metals. Visit https://monetary-metals.com/julia Links: Substack/The Boock Report: https://boockreport.com/Twitter/X: https://x.com/pboockvarBleakley Financial Group: https://www.bleakley.com/Timestamps: 0:00 Introduction and welcome Peter Boockvar0:55 Big picture market changes post-COVID3:22 End of AI tech trade dominance5:50 Foreign central bank investment in US stocks7:47 Market pivot to international opportunities10:12 Fed and Treasury coordination on bond yields12:34 Market bounce and valuation concerns14:28 New inflationary environment limiting Fed options16:53 Record copper prices amid inflation volatility18:02 Geopolitical shifts in commodity holdings20:17 Investment opportunities in China tech22:42 Portfolio management in changing market leadership25:12 Foreign flows into US stocks and dollar implications28:21 Recession risk assessment30:33 Closing thoughts on investment approach changes32:57 Final remarks and sign-off

Kronen har styrket seg mot dollar. Det gir sammen med børsfallet i USA en dobbeltsmell for norske fondssparere. Fallende amerikanske aksjemarkeder, styrket kronekurs og utsatt rentekutt er tema for ukens episode av Finansredaksjonen, en podkast som lages av oss i DN.Hør episoden her:Nordmenn har 212 milliarder kroner plassert i globale aksjefond, ifølge tall fra VFF. Det har gitt veldig god avkastning i veldig mange år, men etter at Donald Trump satt i gang med sin høyst forvirrende tollpolitikk etter nyttår, har aksjemarkedene falt og dollaren svekket seg. Det betyr at norske fondssparere både får svekket børsavkastning og en svekket fondsverdi i norske kroner. En dobbeltsmell der altså. Det er kanskje på tide å se mot Europa – hvor børsene har steget kraftig i troen på at det er her den økonomiske veksten vil komme fremover. Vanligvis vil Oslo Børs bli rammet av nedturen i det amerikanske markedet, men ikke denne gangen. Hovedindeksen er opp syv prosent.Trump skal ikke få hele skylden for at rentekuttet fra Norges Bank ser ut til å utebli, men det er klart at styrket kronekurs er et element som teller når rentekomiteen i Norges Bank samler seg i neste uke. Styrket kronekurs trekker i retning av lavere rente, mens sterke inflasjonstall taler for at Norges Bank ikke rører renten. Det snakker vi om i Finansredaksjonen denne uken. Hosted on Acast. See acast.com/privacy for more information.

Svenske Riksbanken er høyst trolig ferdig med å kutte renten og håp om en serie kutt fra Norges Bank har fått et skudd for baugen. Dermed har nordiske eiendomsaksjer fått en treg start på året, men driften er bra, finansieringsmulighetene gode og i sivet lurer store penger som vil gjøre gode kjøp. 

Frykter global finanskrise // Røkke reddet fra riving // Hegnar om Norges Bank-lønn Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Mark Thompson who works in Primary Research for NBIM, the Norwegian sovereign wealth fund with $1.7tn under management.In our conversation, Mark and I discuss many of the unique challenges and opportunities that come with managing such a large amount of money, and the ways that the relatively lean team at NBIM ingest and use alternative data.DISCLAIMERThis podcast is an edited recording of an interview with Mark Thompson recorded in January 2025. The views and opinions expressed in this interview are those of Mark Thompson and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way. Hosted on Acast. See acast.com/privacy for more information.

APAC stocks traded with a mostly positive bias after gains on Wall St where the S&P 500 printed a fresh record high.European equity futures indicate a slightly lower cash open with Euro Stoxx 50 future down 0.2% after the cash market finished with gains of 0.8% on Wednesday.DXY is rangebound, EUR/USD and Cable sit just above 1.04 and 1.23 respectively, JPY lacks direction ahead of the BoJ tomorrow.Looking ahead, highlights include US Initial Jobless Claims, Australian PMI, Japanese CPI, Canadian Retail Sales, Norges Bank & CBRT Policy Announcements, Supply from France, UK & US, SNB Chair Schlegel & US President Trump, Earnings from GE Aerospace, American Airlines, Freeport-McMoRan Copper & Gold, Elevance Health, Union Pacific Corp., Texas Instruments, CSX Corp. IG & Associated British Foods.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Norges Bank har varslet at det første rentekuttet kommer i mars, men hvor mange kutt kan vi egentlig vente oss i år? Med Kjersti Haugland, sjeføkonom i DNB Markets, og Kjetil Martinsen, sjeføkonom i Swedbank. Programleder Asgeir Aga Nilsen. Produsent Magne Antonsen. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv, to ganger hver uke.

Nå nærmer det seg rentekutt i Norges Bank, men det er ikke sikkert at lånerenten din blir lavere.Den amerikanske tiårsrenten fortsetter å stige. Det kan påvirke renten på ditt boliglån. Det snakker vi om i ukens episode av Finansredaksjonen, en podkast som lages av oss i DN. Den amerikanske tiårsrenten er all verdens renters mor, hvis det går an å si. Den er den mest brukte referanse for risikofrirente for en rekke finansielle størrelser.Hvorfor stiger renten nå? Det er tre årsaker, ifølge finansredaktør Terje Erikstad. – For det første fordi den amerikanske økonomien går bra. Det er det positive. Men det negative er at det kan føre til høyere inflasjon og dermed færre rentekutt fra sentralbanken. Renten påvirkes også av usikkerheten om Trumps politikk vil være inflasjonsdrivende, sier han i Finansredaksjonen. Les også: Oppgang på Oslo Børs – markedet rigger seg for amerikanske inflasjonstallBørskommentator Thor Christian Jensen er spent om renten stiger over fem prosent, som vil være et nytt nivå. – Hvem vet hva som vil skje da. Høyere rente legger seg uansett som et vått ullteppe over aksjemarkedet. Konsekvensen for låntakerne i Norge er på kort sikt at fastrentene stiger. På lang sikt kan det gjøre at det blir færre rentekutt fra Norges Bank. Les også: Harald Magnus Andreassen kutter renteprognosen: Tror bare på to kutt i år Hosted on Acast. See acast.com/privacy for more information.

The Fed cut rates by 25bps, as expected, to 4.25-4.5% in an 11-1 split, with Hammack voting to leave rates unchanged; the median dot plot for 2025 and 2026 FFR forecasts were lifted above expectations.Fed Chair Powell said the decision was a "closer call", but the "right call", suggesting there was a discussion surrounding holding rates at this meeting, and that "extent and timing language" shows Fed is at or near the point of slowing rate cuts, and the slower pace of cuts reflects expectation. APAC stocks traded with losses across the board amid the fallout from the hawkish Fed, as sentiment from Wall Street reverberated to the region.BoJ maintained its rate at 0.25% as expected, with an 8-1 vote; Board Member Tamura dissented, advocating for a 25bps hike to 0.50%; eyes on Governor Ueda's presser.European equity futures are indicative of a softer open following the late selling stateside, with the Euro Stoxx 50 future -1.6% after cash closed +0.3% on Wednesday. Looking ahead, highlights include US Jobless Claims, Philly Fed Index, NZ Trade Balance, Japanese CPI, BoE, Riksbank, Norges, CNB, Banxico Policy Announcements, BoJ Governor Ueda, Norges Bank's Bache, Riksbank's Theeden, Supply from the UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Alle prognoser om en rekke rentekutt i 2024 feilet. Vi fikk null. Får vi faktisk et rentekutt i mars neste år? Norges Bank tror uansett boliglånsrenten vil være påfallende høy helt til 2027 Med sjeføkonom og daglig leder i Akershus Eiendom, Kari Due Andresen. Programleder Sindre Heyerdahl. Produsent Magne Antonsen. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business, næringsliv og finans.

Året 2024 ebber ut. Det er tid for å oppsummere nok et ellevilt år i finansmarkedene. Det snakker vi om i årets siste episode av Finansredaksjonen, en podkast som lages av oss i DN. 2024 kort oppsummert er et knallgodt aksjemarked i USA, som har steget nær 30 prosent hovedsakelig på grunn av de syv selskapene innen teknologi og AI, Magnificent Seven. Rentekuttene vi trodde kom fra Norges Bank uteble. Inflasjonen dempet seg og det har oljeprisen gjort også. Hør hva som er børskommentator Thor Christian Jensen topp tre villeste hendelser i aksjemarkedet i 2024 i den siste episoden av Finansredaksjonen i år. Hosted on Acast. See acast.com/privacy for more information.

I denne episoden så snakker jeg med Morten Søberg, doktorgrad i samfunnsøkonomi, filosof, direktør i samfunnskontakt for Sparebank 1, medlem av Norges Bank representantskap og tidligere finanssekretær under Stoltenbergregjeringen om b.l.a. Svalbard penger, bitcoin, tvunget betalingsmiddel og pengehistorie.Vil det være mulig å bygge en bitcoin standard i Norge, og er Mortens økende interesse for bitcoin starten på hans reise ned i bitcoin kaninhullet?Følg med og god lytting!Denne episoden er sponset av SATOSHI CONSULT AS, Norges ledende selskap på sikker oppbevaring av bitcoin, arveløsninger gjennom multisig, konsulentvirksomhet, rådgivning og leverandør av betalingsterminaler for selskaper og bedrifter som ønsker å kunne motta verdens hardeste penger som betaling.Ta kontakt gjennom nettsiden: satoshiconsult.com(siden finnes på både norsk og engelsk språk)Tusen takk for at du støtter EN OG TYVE TANKER dersom du liker innholdet i denne podcasten, det spares til ny mikrofon om dagen :PAndreas@walletofsatoshi.comKjøp bitcoin med min vervekode så støtter du også innholdet mitt, samtidig som du får rabatt på avgift ved første handel. Se lenke under:https://barebitcoin.no/invitert/OASt6Y3d

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss their thoughts on European rate markets following a busy week of events with the US election, Riksbank, Norges Bank and BoE meetings and the collapse of the German coalition government. Speakers: Francis Diamond, Rates Strategy Aditya Chordia, Rates Strategy Khagendra Gupta, Rates Strategy This podcast was recorded on 8 November 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4836095-0,  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.

Wall Street closes at record highs following Donald Trump's historic win to become the 47th U.S. President. The Dow rallies by 1,500 points thanks to bank stocks after Democratic nominee Kamala Harris concedes the election. In Germany the fragile governing ‘traffic light' coalition collapses as Chancellor Olaf Scholz fires Finance Minister Christian Lindner over major economic policy disagreements. The move paves the way for a January confidence vote and a likely snap election in March. The race for the U.S. House of Representatives' majority remains finely poised. The GOP are just nine seats short of a clean sweep of Congressional power. And investors await rate decisions from the Fed, BoE, Riksbank and Norges Bank all due later today.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

APAC stocks held a mostly positive bias as the dust settled from the US election, participants also digested Chinese trade data.European equity futures are indicative of a firmer cash open with the Euro Stoxx 50 future +0.3% after the cash market closed lower by 1.4% on Wednesday.DXY has pulled back onto a 104 handle with antipodeans leading the fight back vs. the USD, USD/JPY sits on a 154 handle.German Chancellor Scholz dismissed Finance Minister Lindner and will call for a confidence vote on January 15th which could allow elections by the end of March.Looking ahead, highlights include German Industrial Output, EZ Retail Sales, US Initial Jobless Claims, Wholesale Inventory, Riksbank, Norges Bank, BoE & Fed Policy Announcements, ECB's Lane, Schnabel, Elderson, BoE Governor Bailey & Fed Chair Powell, Supply from Spain & France.Earnings from Hochtief, Munich Re, Heidelberg Materials, Rheinmetall, Delivery Hero, Daimler Truck, Lanxess, Euronext, Engie, SES, Veolia Environment, Legrand, Zealand Pharma, GN Store Nord, Banca Monte dei Paschi di Siena, Azimut Holding, Leonardo, Nexi, Cellnex, Grifols, Telefonica, BT Group, Hiscox, Taylor Wimpey, National Grid, J Sainsbury, ITV, Hikma Pharmaceuticals, ArcelorMittal, PG&E Corp, Duke Energy Corp, Becton Dickinson and Co, Air Products and Chemicals Inc, Airbnb Inc, Ralph Lauren Corp, Moderna Inc & Warner Bros Discovery Inc.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

There are some things we need to know about who is actually buying stocks. Yields on the rise - estimate that they could be moving up to what level? Big tech earnings on tap - how will markets react? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Warm-Up - Gold on a tear - not just gen pop buying - Elephants buying up stocks - The BIG reveal - Musk giving away $ - E-Coli Alert Markets - Yields cranking higher - steepening means.... - A bit of profit taking ahead of tech earnings (next week) - More Tax abatements - Markets look a little tired.... Treasury Rates - The U.S. 10-year Treasury yield rose above 4.11% on Monday as investors awaited a flurry of speeches from Federal Reserve policymakers. - This is a far cry from the lows before the latest rate cut about a month ago. - Elections and debt loads are weighing as are the latest strong economic numbers Yield Curve This too... - The Biden administration rang up a budget deficit topping $1.8 trillion in fiscal 2024, up more than 8% from the previous year and the third highest on record, the Treasury Department said Friday. - The deficit came despite record receipts of $4.9 trillion, which fell well short of outlays of $6.75 trillion. - Government debt has swelled to $35.7 trillion, an increase of $2.3 trillion from the end of fiscal 2023. - Interest expense for the year totaled $1.16 trillion, the first time that figure has topped the trillion-dollar level. (23% of receipts are used for debt service) - The CBO expects deficits to continue to rise, hitting $2.8 trillion by 2034. On the debt side, the office expects it to rise from the current level near 100% of GDP to 122% in 2034. The Big Reveal - The central bank of the Czech Republic added to positions in some of the biggest tech names among U.S.-traded stocks, as well as increasing a bet on Warren Buffett. - Czech National Bank Bought Up Palantir, Nvidia, Apple, and Berkshire Stock - Here is my take.... (Central Banks reporting to other options as they are strapped and backs against the wall. They know they have enough firepower to pump stocks to try to dig themselves out of a death spiral of debt) - Is it legal - yes. Is it good for markets, yes. Is it dangerous? Yes and no - if you can print money - who cares? More... Let's not forget about China rolling out $112 Billion scheme to bolster stocks - China's central bank kicked off two funding schemes on Friday that will initially pump as much as 800 billion yuan ($112.38 billion) into the stock market through newly-created monetary policy tools. - The central bank also launched a relending program, initially worth 300 billion yuan, that would allow financial institutions to borrow from the PBOC to fund share purchases by listed companies or their major shareholders. - 1.75% is the rate to borrow and buy stocks Revealed - Just a quick look.... - The Swiss National Bank has 20% of its assets in equities. - The Bank of Japan buys Japanese ETFs as part of its domestic money market operations, but it doesn't buy foreign stocks. - The Bank of Finland does invest in equities - Norges Bank, the central bank of Norway, buys stocks. - Bank of Finland buys stocks - Last quarter - Norway's gigantic sovereign wealth fund on Tuesday reported third-quarter profit of 835 billion Norwegian kroner ($76.3 billion) - - - To date, the fund has put money in more than 8,760 companies in 71 countries around the world. NO TAXES! - Donald Trump said he'd consider exempting police officers, firefighters, active duty military and veterans from paying taxes - Why not just have no taxes for everyone? --- UPDATE:  Former President Donald Trump's tax r...

The proceeds from Norway's oil and gas industry have reached $1.7 trillion – so how do its leaders manage that wealth to its citizens' benefit? Emil Framnes, Global Head of Equity Trading and Transition at Norges Bank Investment Management, talks with Ronan and JR about how the fund invests that wealth across the more than 40 countries he and his team oversee. (Fun fact: The value of the fund per Norwegian, Framnes says, is about $200,000.) The trio also touches on topics including lit vs. dark trading, Norges' bank's perspective on market structure reform and whether or not we should accept chocolate as currency. The answer is yes.

Vil vi om noen år betale med digitale sentralbankpenger (DSP) med mulighet for utløpsdato, rabattkoder og ESG-begrensninger? Vil dette da kunne føre til et overvåkningssamfunn der staten ser alt du bruker penger på?Bitcoin-entusiast Torkel Rogstad debatterer disse spørsmålene med Lasse Meholm, som bl.a. har vært konsulent for Norges Bank i deres tilnærming til digitale valutaer.Agenda:(01:15) - Hva er DSP (digitale sentralbankpenger)?(05:15) - Argumenter for og mot DSP(12:55) - Beredskap og alternative betalingsmidler(26:28) - DSP og demokrati/overvåkning(36:24) - Markedet vs. statenDenne podcasten skal anses som markedsføringsmateriell, og innholdet må ikke oppfattes som en investeringsanbefaling. Podcasten er kun ment til informasjonsformål og generell spareveiledning. Nordnet tar ikke ansvar for eventuelle tap som måtte oppstå ved bruk av informasjonen i denne podcasten. Les mer på Nordnet.no Hosted on Acast. See acast.com/privacy for more information.

APAC stocks mostly gained following the rally stateside where the S&P 500 and the Dow surged to fresh record highs as the dust settled after the Fed over-delivered in its first rate cut in four years and US data topped forecasts.BoJ kept its short-term policy rate unchanged at 0.25%, as expected with the decision made by unanimous vote, with no fireworks; USD/JPY was choppy before heading marginally lower, and 10-year JGBs were eventually subdued.PBoC maintained LPRs at their current levels as expected; Hang Seng and Shanghai Comp were mixed whilst the Yuan was firmer overnight despite reports of Chinese major state-owned banks seen buying dollars.European equity futures are indicative of a softer cash open with the Euro Stoxx 50 future -0.4% after the cash market closed higher by 2.2% on Thursday.Looking ahead, highlights include UK Retail Sales, Canadian Producer Prices, Retail Sales, EZ Consumer Confidence, Quad Witching, Comments from Norges Bank's Longva & Bache, BoE's Mann, BoC's Macklem, ECB's Lagarde, Fed's Harker & Bowman.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US futures are pointing to a higher open today. European equity markets have opened in the positive territory, following higher levels in Asian markets. Fed's 50bp rate cut reverberating. Powell cautioned against presumption that outsized rate cuts will continue. But markets continue to price in more dovish rate path than implied by dot plot, expecting 70 basis points of additional cuts by end-2024. BOJ, Norges Bank, BOE expected to leave policy unchanged in coming days.Companies Mentioned: Vistra, Bel Fuse, Palantir Technologies

The Fed delivered a 50bps rate cut and the dot plot suggested a further 50bps of reductions this year.US indices finished marginally lower and yields higher with Powell stating that markets should not assume 50bps is the new pace.European equity futures are indicative of a positive cash open with the Euro Stoxx 50 future +1.1% after the cash market closed lower by 0.5% on Wednesday.DXY was seen lower post-FOMC decision before recouping lost ground during the press conference. JPY lags across the majors.Looking ahead, highlights include US Philly Fed Index, BoE, Norges, SARB & CBRT Policy Announcement, BoE Agents Summary of Business Conditions (Q3), Comments from ECB's Schnabel, Norges Bank's Bache & BoC's Vincent, Supply from Spain, France & USRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Best week in a long time - markets popping! Cats and Dogs - all anyone can talk about these days - DogCat Bounce anyone? More back to work directives .... Apple disappointing again. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Warm Up - Best week in a long time - markets popping! - Cats and Dogs - all anyone can talk about these days - DogCat Bounce anyone? - More back to work directives .... - Apple disappointing again - All of a sudden - Now the Biden-Harris administration Market Update - BIG week of central bank rate decisions - Rotation - still a big item keeping markets in check - Rates LOW - bond traders overconfident? - Oil comes back after miserable 2 weeks - TrumpCoin? Central Banks - The Federal Reserve's highly anticipated two-day meeting, which gets underway Tuesday, is poised to take center stage. - Elsewhere, Brazil's central bank is scheduled to hold its next policy meeting on Wednesday. - The Bank of England, Norway's Norges Bank and South Africa's Reserve Bank will all follow on Thursday. - Bank of Japan will provide its rate decision Friday --- Markets getting a bit more volatile ahead of this Fed rate decision BACK TO WORK! - Amazon is instructing corporate staffers to spend five days a week in the office, CEO Andy Jassy wrote in a memo on Monday. - The decision marks a significant shift from Amazon's earlier return-to-work stance, which required corporate workers to be in the office at least three days a week. Now, the company is giving employees until Jan. 2 to start adhering to the new policy. One Day Later - Oracle provide some really nice earnings and guidance that the market loved... (Discussed last week) - A day later: --- Oracle now sees at least $66 billion in fiscal 2026 revenue, around $1.5 billion more than analysts had expected. ---- Capital spending also will increase. ------The company plans for over $104 billion in revenue in the 2029 fiscal year. - Odd that  this was the next day - Stock up 55% - 2nd best of tech companies just behind Nvdia - Larry is now 2d richest person in the world behind Elon Musk Economics - August Retail Sales 0.1% vs -0.2% Briefing.com Consensus; prior revised to 1.1% from 1.0% - August Retail Sales ex-auto 0.1% vs 0.2% Briefing.com Consensus; prior unrevised at 0.4% - August Industrial Production 0.8% vs 0.1% Briefing.com Consensus; prior revised to -0.9% from -0.6% - August Capacity Utilization 78.0% vs 77.9% Briefing.com Consensus; prior revised to 77.4% from 77.8% --- Generally economy is speeding up again and looks like signs that manufacturing may be picking up More Issues - This is a bad apple - The Office of the Comptroller of the Currency (OCC), a top banking regulator in the United States, said on Thursday it has issued an enforcement action against Wells Fargo due to deficiencies in its risk management practices. - There will be no penalties - but company is still in the penalty box due to past issues China Apple - Online retailers in China have slashed the prices of Apple's new iPhone 16 series ahead of its official release, as consumers in the world's largest smartphone market hold out for the release of the US company's first on-device artificial intelligence (AI) software. - They are blaming this on the delay of any significant AI features Intel Gets $$$ - The Biden-Harris Administration announced today that Intel Corporation has been awarded up to $3 bln in direct funding under the CHIPS and Science Act for the Secure Enclave program. The program is designed to expand the trusted manufacturing of leading-edge semiconductors for the U.S. government.

Bruce Kasman is joined by Joe Lupton to discuss how the Fed will take center stage in a week marked by a number of significant central bank decisions that don't revolve around a common theme. We anticipate a 50bp rate cut from the FOMC as it responds to a material shift in risk bias. At the same time, we expect the BoE to follow the ECB in guiding toward a cautious rate normalization path while we anticipate the BoJ will continue to emphasize further rate hikes lie ahead. We also see Norges Bank on hold, an easing from SARB, and a tightening from Brazil's BCB.   This podcast was recorded on 9/13/2024. This communication is provided for information purposes only. Institutional clients 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.

Mens landene rundt oss kutter renten, holder Norges Bank igjen. I neste uke er det klart for nytt rentemøte, men hva skal til for at også Norges Bank setter ned renten? Og hvor stort er behovet for rentekutt i norsk økonomi? Dagens gjester er sjefstrateg Amanda Sundström fra SEB, og sjeføkonom Kjetil Martinsen i Swedbank. Programleder Asgeir Aga Nilsen. Produsent Magne Antonsen. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv, to ganger hver uke.

Norges Bank Investment Management has committed $1 Billion CIP's C IV renewables fund. Fortis Energy and PowerChina have agreed to collaborate on developing 850 MW of wind and solar in Serbia and southeast Europe. Evren, a renewable platform by Brookfield and Axis Energy, will invest $5 billion for renewables in Andhra Pradesh, India. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Allen Hall: I'm Allen Hall, president of Weather Guard Lightning Tech, and I'm here with the founder and CEO of IntelStor, Phil Totaro, and the chief commercial officer of Weather Guard, Joel Saxum. And this is your News Flash. News Flash is brought to you by our friends at IntelStor. If you want market intelligence that generates revenue, then book a demonstration of IntelStor at IntelStor.com. Norway's sovereign wealth fund, Norge's Bank Investment Management, has committed one billion dollars Billion dollars to Copenhagen Infrastructure Partners fifth flagship renewable energy fund, CIV. The fund invests in offshore and onshore wind, solar farms, grid and distribution, and also storage. Investments will be equally split between North America, Western Europe, and developed countries in Asia Pacific. But why is Norway putting a billion dollars into CIP? What's the plan for that fund? Philip Totaro: It's a good question, Allen. I, I think Nordisk Bank has actually had a fairly decent track record of diverting some funds and, and investing them into renewables funds. Including some much smaller previous investments in with CIP and, and other project development companies or investors in, in renewables. The reason that they're doing it is because and again, as you mentioned, this is the sovereign wealth fund of Norway. They're really just looking to diversify their investment stream beyond just oil and gas. And so I, I don't know what led them to this relationship with CIP to say, you know what, billion dollars, here you go. But that's that's a lot of money and a lot of trust in being able to invest it and, and see a return that I'm sure Norges Bank is, is looking for. Joel Saxum: Yeah, I think it's stable cash looking for a stable investment. And right now you, as you seen the big, the black rocks and the other pension funds these, what would be the equivalent of the size of like the sovereign wealth fund of Norway, putting money into renewables and into infrastructure for the future. Something to remember here is that CIP, the directors of CIP, and the direction of that company, they're all ex Ørsted. So when you see CIP and Orsted kind of playing in the same arenas, it's because they're from the same stock. So, but one of the things that CIP does is they do and I like the way they're spreading this fund around, but they do do a lot of work in the APAC region and other places around the world. So not only are you geographically diversifying your investment but putting it in infrastructure as well. Allen Hall: Turkish company Fortis Energy and Power China. I've signed an agreement to cooperate on the development and construction of over 850 megawatts of new solar and wind projects in Serbia and Southeast Europe. The partnership aims to support the region's transition to greener and more sustainable energy. Fortis is currently developing 509 megawatts of wind farms in Serbia. For which it recently secured permits. All right, Phil, we've seen a lot of action with Turkey and China,

Vil kryptovaluta bli en viktig aktivaklasse i fremtiden? Eller er alt «shitcoins» som kun er egnet som spekulasjonsobjekt? Duellantene er Torkel Rogstad, Bitcoin-entusiast og medgrunnlegger i Bare Bitcoin, og Lasse Meholm, som bl.a. har vært konsulent for Norges Bank i deres tilnærming til digitale valutaer.Agenda:(04:18) - Argumenter for Bitcoin(28:24) - Argumenter mot BitcoinDenne podcasten skal anses som markedsføringsmateriell, og innholdet må ikke oppfattes som en investeringsanbefaling. Podcasten er kun ment til informasjonsformål og generell spareveiledning. Nordnet tar ikke ansvar for eventuelle tap som måtte oppstå ved bruk av informasjonen i denne podcasten. Les mer på Nordnet.no Hosted on Acast. See acast.com/privacy for more information.

US futures are indicating a slightly positive open today. European equity markets are trading firmer, while Asian markets have finished mostly higher. Market attention is focused on the softer-than-expected US CPI data, which has reinforced expectations for a potential September Fed rate cut. Core inflation is down to its lowest annualized level since early 2021. Eyes are now on today's July retail sales and Walmart earnings for further indications on the health of the US consumer and the potential implications for the ongoing soft- vs. hard-landing debate. In Europe, Bank of England rate cut expectations have risen due to softer-than-expected inflation. Later today, the Norges Bank is expected to announce its policy decision, with markets anticipating the rate will remain at 4.5%.Companies Mentioned: T-Mobile US, Arm Holdings, INTC, NVIDIA, XPO Inc.

APAC stocks shrugged off the mixed lead from the US and gained as participants digested a slew of key data; Nikkei 225 was among the biggest gainers after GDP data topped forecasts.Chinese activity data was mixed as industrial production disappointed but retail sales topped forecasts; China's stats bureau said China's economic operation was generally stable in July and added domestic demand is likely to improve due to policy support.Fed's Bostic (voter) is open to a September rate cut as inflation cools, and noted the labour market is weakening but is not weak, according to the FT.European equity futures indicate a firmer open with Euro Stoxx 50 futures up 0.4% after the cash market finished with gains of 0.7% on Wednesday.Looking ahead, highlights include UK GDP, US NY Fed Manufacturing, Export/Import Prices, IJC, Retail Sales, Norges Bank Policy Announcement, Comments from Fed's Musalem, Harker & Norges Bank's Bache, Earnings from Zealand Pharma, Deere, Alibaba & Walmart.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Den notorisk svake kronen gjør rentekutt fryktelig vanskelig. Og nå er Norges Bank særlig opptatt av hvilken risiko kronen gir. Kan vi ta nye grep for å stoppe kronepinen? Med Olav Chen, leder for allokering og globale renter i Storebrand. Programleder Sindre Heyerdahl. Produsent Magne Antonsen. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv, to ganger hver uke.

Hear from George Moran, Host & European Economist, Jeremy Schwartz, Senior US Economist, and Dominic Bunning, Head of G10 FX Strategy, as they review the key market drivers over the week ahead. Market uncertainty is rife. Key data from the US and UK may set the record straight. Chapters: Week Ahead Key Themes with Dominic Bunning (01:12), US (05:11), Europe (09:38), Asia (13:41)

The BoE and Norges Bank are expected to hold rates steady today while the SNB looks set to make a second consecutive cut today. UK Prime Minister Rishi Sunak suffers another blow to his chances of re-election with one poll predicting the Tories are on track for its lowest ever seat total next month. In Brussels, Italian Prime Minister Giorgia Meloni's ECR party overtakes Macron's Renew bloc to become the third-largest party in the European Parliament. In autos news, Chinese automakers reportedly urge Beijing lawmakers to hike duties on ICE imports in retaliation for tariffs placed on EVs.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank Investment Management, the Norwegian wealth fund. It's the largest single equity owner in the world and sets out to be the most transparent. She is therefore likely the most powerful person in the world of ESG. In our podcast episode, Huw van Steenis and I discussed: How you can combine sustainability with the pursuit of returns The difference between the US and Europe when it comes to the energy transition How the fund takes action to divest and exclude companies on climate, enviromental and even tax grounds How NBIM conduct their reviews Issues with ESG ratings and how they can be improved Why companies pushing back targets paradoxically may be a sign of progress Carine is uniquely placed to comment on the energy transition and all things relating to governance and this was a fascinating conversation. Show Notes

Bloomberg's Francine Lacqua sits down with Nicolai Tangen, CEO of the world's biggest sovereign wealth fund. Valued at almost $1.6 Trillion, Norges Bank Investment Management was established to invest Norway's oil riches. But as the transition from fossil fuels to renewables gains momentum, it's sought to reduce its exposure to oil and gas and wants the firms it invests in to commit to net zero. Tangen discusses the fund's commitment to climate change, the link between AI and geopolitics, and why he thinks he has the most interesting job on the planet. Leaders with Lacqua Goes Green features interviews with key decision makers across a range of industries to see how they're navigating the climate transition. See omnystudio.com/listener for privacy information.