Podcasts about Norges Bank

In this podcast Francis Diamond and Khagendra Gupta discuss the Riksbank and Norges Bank meetings this month and implications for Scandinavian rate markets as well as recent noise around UK politics.   This podcast was recorded on 26 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-5087057-0  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.

Både Norges Bank og Fed kuttet renta i forrige uke. Norges Bank var i tvil men kuttet likevel, og innrømmet langt på vei at behovet ikke var særlig stort. Vi er styrket i troen på at vi har det siste rentekuttet bak oss og mener at utfallsrommet framover er nokså balansert og ganske lite. I USA er utfallsrommet langt større, først og fremst fordi Fed i økende grad kan bli politisk styrt. Vi diskuterer mulige markedskonsekvenser av et slikt scenario. 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.

Latest business activity PMIs from Europe showed a mixed picture in the Eurozone and brought fresh concerns over the health of the British economy. Does the latter shift the outlook for the BoE? And what do bond investors think about the Federal Reserve's latest decision? Our analysts also dissect the latest monetary policy decisions in Scandinavia, where both the Riksbank and the Norges Bank joined the Fed in cutting interest rates.We'd like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!

I denne episoden har Marius Brun Haugen med seg Paul Harper fra DNB Carnegie for en oppdatering om både aksjer og makro. På menyen står markedsutviklingen, rentekutt, kunstig intelligens og bank- og sjømatsektoren.Du hører også fra makroøkonomene Magne Østnor og Kyrre Aamdal.00:00 – 03:17: Aksjemarkedene til nye høyder03:18 – 10:39: Hva betyr amerikanske rentekutt for aksjer?10:45 – 21:57: Kunstig intelligens – stormaktsspill og aksjerisiko22:04 – 26:24: Høydepunkter fra sjømatseminaret til DNB Carnegie26:24 – 30:41: Norges Bank kutter og heverEpisoden ble spilt inn fredag 19. september 2025Produsent: Kim-André Farago, DNB Wealth Management Hosted on Acast. See acast.com/privacy for more information.

Following DM central bank Superweek, we discuss currency take-aways from the Fed, BoC, Norges Bank and BoE and preview FX implications from the SNB and Riksbank next week.   Speakers: Patrick Locke, Global FX Strategy Meera Chandan, Global FX Strategy James Nelligan, Global FX Strategy Junya Tanase, Global FX Strategy   This podcast was recorded on 19 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5085230-0 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.

Var det en god eller dårlig nyhet som kom torsdag? Jonas Gahr Støre var ikke i tvil. Rett etter at Norges Bank satte ned renten med et kvart prosentpoeng var han på Facebook med en jubelmelding. Men har han grunn til å feire? Hør Maria Berg Reinertsen, Aslak Bonde og Maria Dyrhol Sandvik i Morgenbladets økonomi- og politikk-podkast. Hosted on Acast. See acast.com/privacy for more information.

Jada, det er flott med rentenedgang, men kven tek ansvaret for å fortelje heile nasjonen at vi no ikkje må gå heilt bananas? For då er det eitt steg fram og to tilbake. Hildegunn tek ansvar og ringer Norges Bank!Hildegunn & Leif-Per er turné!Publikum og presse jublar! 14.000 selde billettar til no! Sunnmørsposten ga showet terningkast 5 og skriv mellom anna: "Meget tekststerke, helt på hugget med timing...""Dette gir puls!""Duoen er så lekende også på dette planet at de durer innom en rekke sjangere, fra det smålune til det helt pompøse, som de bevilger seg sjøl og oss helt mot slutten. Ja takk, alle deler!"Sjekk ut turnéplanen og ledige billettar her:www.zenario.no Hosted on Acast. See acast.com/privacy for more information.

En rentethriller er forløst. Norges Bank kutter faktisk styringsrenten nok en gang. Bankene kaster seg på. Svært mange vil få bedre råd. Hvorfor kom dette nå? Og kan nye rentekutt lure rundt hjørnet? Med sjeføkonom og adm. dir. i Akershus Eiendom, Kari Due-Andresen. Programleder Sindre Heyerdahl. Produsent Jenny Neraal og Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

I USA ble renten satt ned med en kvarting, Det samme skjedde i Norge. Men begge sentralbankene er usikre på veien videre.Norges Bank satt ned styringsrenten med 0,25 prosentpoeng fra 4,25 til 4 prosent torsdag. Det samme gjorde den amerikanske sentralbanken onsdag kveld. Det snakker vi om i ukens episode av Finansredaksjonen, en podkast som lages av oss i DN.For norske boliglånstakere betyr at de beste boliglånsrentene vil bikke under fem prosent i alle bankene, ikke bare i et par tre banker som nå, men så kommer det til å stå stille en stund, skal vi tro Norges Banks prognoser fremover. I USA var det et overveldende flertall for å kutte styringsrenten 0,25 prosentpoeng, til tross for at The Feds dobbelmandat ( lav inflasjon og full sysselsetting) pekte i hver sin retning. Inflasjonen er på vei opp, sysselsettingen på vei ned. I ukens episode snakker vi om veien videre for Norges Banks rentesetting - kun ett rentekutt neste år og ett året etter, og så snakker vi om Trump-lojalisten Stephen Miran som kom inn i Feds rentekomite denne uken, og som var den eneste som foreslo 0,50 prosentpoengs kutt. Hosted on Acast. See acast.com/privacy for more information.

Torsdag kl. 10:00 faller rentedommen fra Norges Bank. Uansett hva sentralbanken gjør bankene kan sette ned boliglånsrenten. Hvordan fungerer dette, og hva kan du som kunde gjøre for å få lavere rente – enten Norges Bank kutter eller ikke? Gull: Gullprisen har hatt en historisk oppgang de siste årene. Vi forklarer hvorfor, hvordan gull kan fungere som en del av en bred spareportefølje, og hvilke alternativer du har: fysisk gull, gullfond eller ETF-ETC-er. 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.

I denne episoden snakker Anders Johansen og Eirik Torsnes Kveldro om rentemøtene i Fed og Norges Bank, og hvorfor både inflasjonstall, kronekurs og arbeidsledighet setter økonomien på vippepunktet. Vi diskuterer valgresultatet i Norge, den nye «tutti-frutti-regjeringen» og hvordan skattedebatten kan forme investeringer fremover. På den andre siden av Atlanteren er det et mulig "Goldilocks-scenario", økende polarisering, tariffpress og tech-raketter som Oracle som driver markedene – mens OPEC, energibehov og boligkrise gir oss egne utfordringer her hjemme.Disclaimer: Podcasten er et markedsføringsmateriale fra Danske Bank. Uttalelsene i podcasten er ikke å regne som investeringsrådgivning eller en anbefaling til å investere, og uttalelsene er ikke et tilbud eller en oppfordring til å kjøpe eller selge et finansielt instrument. Vær alltid oppmerksom på at historisk avkastning ikke er en pålitelig indikator for fremtidig utvikling eller avkastning på en investering. Søk råd hos profesjonelle rådgivere omkring juridiske, skattemessige, finansielle eller andre forhold knyttet før du foretar en investering.

Mange har ventet på rentekutt neste uke. Men med torsdagens ferske tall, venter dagens gjest at Norges Bank ikke rører styringsrenten. Kanskje kommer det null nye rentekutt resten av året - og bare ett i årene som venter. Med seniorstrateg Sara Midtgaard i Nordea Markets. Produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

I denne episoden står stortingsvalget, forsvarsinvesteringer, norsk økonomi og forventningene til aksjehøsten på menyen.I første del av episoden har Marius Brun Haugen med seg politisk kommentator Aslak Bonde, sjeføkonom Kjersti Haugland og aksjestrateg Paul Harper i studio. Går det mot seier for høyre- eller venstresiden, og hvilke regjeringskonstellasjoner er i så fall realistiske? Hva vil disse kunne levere i form av politiske endringer, blant annet i den økonomiske politikken, og hvilke snublesteiner finnes?I andre del av episoden, som starter fra 29:00 minutter, forklarer Paul hvordan han vurderer utsiktene for aksjehøsten og Kjersti hva hun forventer av rentekutt fra både Norges Bank og den amerikanske sentralbanken Fed.I siste del av episoden, som starter fra 37:20 minutter, har Marius med seg Stian Ueland som forvalter DNB European Defence. Han forteller hvordan det nye forsvarsfondet til DNB har gjort det siden oppstart i april og hvordan han posisjonerer fondet for veien videre. De er blant annet innom Kongsberg Gruppen, Rheinmetall, Norbit, INVISIO og Norges kjøp av britiske fregatter.Episoden ble spilt inn tirsdag 2, og torsdag 4. september 2025Produsent: Kim-André Farago, DNB Wealth Management Hosted on Acast. See acast.com/privacy for more information.

Norsk ledighet er litt på vei opp. Men er det noe å bekymre seg for? Hvordan er egentlig tempen til AS Norge nå? Og er Norges Bank i rute for å kutte i styringsrenten om nøyaktig tre uker? Med sjeføkonom Kjersti Haugland i DNB Carnegie. Programleder Sindre Heyerdahl. Produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

Paul Harpers portefølje med anbefalte aksjer har rykket fra markedet i sommer. Hva er oppskriften for meravkastningen?Denne uken har det vært action i både Ørsted, Nordic Semiconductor og Autostore. De to sistnevnte er blant vinner- og taperaksjene på Oslo børs hittil i år. Hva nå?På rentefronten har Norges Bank holdt styringsrenten uendret og sådd noe tvil om hvorvidt det blir kutt i september. I tillegg fortsetter overskriftene fra Trump-administrasjonen å prege markedet.Alt dette hører du mer om i dagens episode. Paul Harper og Marius Brun Haugen er tilbake på aksjedesken i Bjørvika. Du hører også fra makroanalytikerne Magne Østnor og Kyrre Aamdal om styringsrenten.Episoden ble spilt inn fredag 15. august 2025.Produsent: Kim-André Farago, DNB Wealth Management Investment Office Hosted on Acast. See acast.com/privacy for more information.

Norges Bank venter ett til to nye rentekutt i år. Men i dagens ferske annonsering kommer det ingen hint om september direkte. Bør vi bry oss om det? Med Kari Due-Andresen, sjeføkonom og daglig leder i Akershus Eiendom. Programleder Sindre Heyerdahl. Produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

In the week ahead, all eyes will be on US CPI data which is likely to tick up. We preview the key data releases from the UK and Europe, as well as the Norges Bank decision coming up. We discuss the contrasting outcomes that we expect from the Reserve Bank of Australia and the Bank of Thailand. Finally, in a special segment in this episode, we focus on the US Dollar and why keeping a soft medium-term dollar view makes sense. Chapters: (US: 01:36, EMEA: 08:18, Asia: 14:57, FX Special Segment: 21:18).

I første episode etter ferien fikk vi gleden av å prate med Jan Ludvig Andreassen, Sjefsøkonom i Eika Gruppen og en av Norges mest profilerte økonomier.  Med over 30 års erfaring fra institusjoner som Norges Bank, DNB og Alfred Berg, samt en samfunnsøkonomiutdanning fra Universitetet i Oslo, er Jan Ludvig kjent for sine ukonvensjonelle analyser og treffsikre kommentarer om makroøkonomi. Gjennom sin blogg «Jans Blogg» og hyppige opptredener i media utfordrer han etablerte perspektiver på temaer som renter, boligmarked og global økonomi.I episoden dykker vi inn i klassiske makrotemaer rundt handelskrig, krig, renter, valuta og mye mer. Aksjeinvestorer får noen klare tips fra Jan Ludvig om hvordan man kan tenke rundt viktige makroforhold. Vi fikk også tid til å prate en del om kronekursen og utsiktene for økonomisk vekst i Europa og over dammen, men mest av alt fikk vi pratet om fremtidsutsiktene til Norge og norsk økonomi.Mer fra Jan Ludvig kan du finne her:Jans Blogg: https://jansblogg.eika.no/ X: https://x.com/makroblogger Vel lytt!Ønsker du å være med på discord?Gå hit: https://discord.gg/CsxNmyXGbE Hvis du ønsker å støtte podcasten, har vi satt opp en Patreon: https://www.patreon.com/StockUp831 

This week's Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway's $1.5 trillion pool five years ago after a stellar career in the hedge fund world. He has done a remarkable job as a universal owner of assets, dramatically increasing transparency with his constituents, including on his terrific podcast – In Good Company. Original Release Date: December 4, 2023 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Norges Banks rentekutt i juni tok både økonomer og markedet på sengen. Styringsrenten ble satt ned etter at den har ligget uendret siden desember 2023. Dermed blir det litt billigere boliglån, og det er også utsikter til flere rentekutt i år i følge Norges Bank. Men hvor mye kan vi stole på sentralbankens prognoser om flere rentekutt i år? Med sjeføkonom Kjersti Haugland i DNB Carnegie og sjeføkonom Jan L. Andreassen i Eika Gruppen. Programleder er 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. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

Oslo Børs noterer rekord på rekord, S&P 500 bryter 6 000-merket og Norges Bank senker styringsrenten – alt mens Israel og USA bombet Iran. På kort tid svingte oljeprisen innom 80 dollar før den igjen var under 70 - vil våpenhvilen i Midtøsten vare?Anders Johansen og Eirik Torsnes Kveldro forklarer hvorfor markedet likevel holder seg rolig, hva Irans olje-eksport via Hormuz betyr for energiprisene , og hvordan Trumps «TACO – Trump Always Chickens Out» setter scenen for en ny tariffdeadline 8. juli . Vi oppsummerer første halvår, peker ut risikofaktorene for høsten og deler boktips til sommerferien.Boktips:Invested: How Warren Buffet and Charlie Munger taught me to master my mind, my emotions and my money – Danielle, Phil TownCapital returns – Ed ChancellorThis time is different – Reinhart og RogoffThe Geek way – Andrew McAfeeApple in China Patrick McGeeLandet som ble for rikt - Martin Bech HolteMaskiner som tenker - Inga StrumkeThe Big Short - boken/filmen Skjermhjernen – Anders HansenPulskuren – Torkil FærøDisclaimer: Podcasten er et markedsføringsmateriale fra Danske Bank. Uttalelsene i podcasten er ikke å regne som investeringsrådgivning eller en anbefaling til å investere, og uttalelsene er ikke et tilbud eller en oppfordring til å kjøpe eller selge et finansielt instrument. Vær alltid oppmerksom på at historisk avkastning ikke er en pålitelig indikator for fremtidig utvikling eller avkastning på en investering. Søk råd hos profesjonelle rådgivere omkring juridiske, skattemessige, finansielle eller andre forhold knyttet før du foretar en investering.

Norges Bank kuttet renta i forrige uke og varsler en god del flere. Rentekutt vil imidlertid stimulere en økonomi som i utgangspunktet går ganske godt. Mest trolig blir det derfor færre kutt enn det signalene fra Norges Bank nå indikerer. 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.

US equity futures slightly softer. European equities opened firmer, while Asian markets were mixed with South Korea and Hong Kong outperforming. Trump to decide within two weeks on potential Iran strike, extending earlier timeline amid reported backchannel talks between US envoy Witkoff and Iran's foreign minister. Japan's May core inflation came in above expectations, keeping BOJ tightening speculation in play, while China held loan prime rates steady. BoE kept rates steady while SNB and Norges Bank cut rates; ECB bulletin released. Japan's Akazawa downplayed July 9 as deadline for US trade talks, mirroring tone from EU officials as negotiations drag on.Companies Mentioned: GMS Inc, Home Depot, QXO, Inc, Paramount Global, Ares Management Corp.

In this podcast, Francis Diamond, Khagendra Gupta and Frida Infante discuss the Norges Bank, Riskbank and BoE meetings this week and implications for European rate markets.   Speakers: Francis Diamond, Head of European Rates Strategy Khagendra Gupta, European Rates Strategy Frida Infante, European Rates Strategy   This podcast was recorded on 20 June 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5009094-0, https://www.jpmm.com/research/content/GPS-5012102-0, https://www.jpmm.com/research/content/GPS-5012114-0, 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.

Israel has confirmed it has struck nuclear sites in Iran overnight but U.S. President Trump says he has not yet made a final decision on whether to join the campaign and will announce his move at short notice. The U.S. Federal Reserve keeps rates steady but policy makers suggest two cuts by the end of the year. Chairman Jerome Powell has warned that tariffs will lead to price increases. The BoE, the SNB and the Norges Bank are due to make rate decisions later today. And we are live at the London Stock Exchange where the AIM exchange celebrates its 30th anniversary with almost £136bn raised so far. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

APAC stocks traded subdued following the mixed close on Wall Street, where traders juggled the FOMC alongside geopolitics, with markets apprehensive as US President Trump keeps participants in the dark about his touted move on Iran.The Federal Reserve left rates unchanged at 4.25-4.5%, as was widely expected, with the 2025 dot plot left unchanged although the composition saw a hawkish shift; Fed Chair Powell pushed back on any dovish interpretation of policy in the short term.The US is reportedly eyeing this weekend as a possibility for an attack on Iran and is preparing for a possible strike in the coming days, according to Bloomberg.US President Trump is reportedly getting comfortable with the idea of taking out Iran's Fordow nuclear facility with multiple strikes. “There was now a movement to get ready for this,” ABC sources said.US President Trump is scheduled to be in the Situation Room for an intelligence briefing at 11:30 EDT on Thursday, according to CBS' Jacobs.European equity futures are indicative of a slightly softer open with the Euro Stoxx 50 -0.2% after cash closed down -0.4% on Wednesday.Looking ahead, highlights include BoE, SNB, Norges Bank, and CBRT, Speakers include ECB's Lagarde, Nagel, de Guindos, SNB's Jordan, Norges Bank's Bache, supply from Spain and France.Holiday: On Thursday 19th June, on account of the Juneteenth Holiday, the Desk will shut at 18:00BST/13:00EDT and re-open the same day for the beginning of Asia-Pac coverage at 22:00BST/17:00EDT.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Nesten ingen så dette rentekuttet komme. Og ifølge sentralbanken får vi minst en rentebarbering til i år. Hvor voldsom kan denne effekten bli for norske lommebøker? Og hva skjer nå med boligprisene? Med sjeføkonom og daglig leder i Akershus Eiendom, Kari Due-Andersen. Programleder Sindre Heyerdahl. Produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

Krigen mellem Israel og Iran er optrappet hen over weekenden, og olieprisen er steget ca. 1 % yderligere hen over natten. Reaktionen på aktiemarkederne har indtil videre været behersket, og futures signalerer kun små fald ved starten på dagens europæiske aktiehandel. Renterne stiger lidt, og dollaren har stabiliseret sig. I dag er der fokus på G7-mødet, og på makrofronten er ugens hovedbegivenhed onsdagens Fed-møde. Markedsfokus• Krigen i Mellemøsten sender aktierne (lidt) ned og olieprisen op• Fed fortsætter sin rentepause på onsdagens møde• Riksbanken sænker renten igen, mens BoE og Norges Bank venter• Ingen fysisk mangel på olie til verdens forbrugereVigtig investorinformation.

Forskjellen på en god og en dårlig pensjonsavtale kan utgjøre millioner av kroner. Hallgeir forteller deg hvordan dette henger sammen, og hvilke grep du kan gjøre for å hindre at du går på en pensjonssmell. I tillegg snakker vi om den siste inflasjonsstatistikken og når du kan forvente deg det første rentekuttet fra Norges Bank. 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.

Prisveksten tar seg igjen opp. Mat og strøm biter. Men det tallet som Norges Bank bryr seg mest om, var bedre enn fryktet. På marginen rykker dermed første norske rentekutt nærmere. Med Ina Vedde-Fjærestad. Programleder Sindre Heyerdahl. Produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv.

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.

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.

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.

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

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

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.

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.

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.

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.

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

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.