Kronekursen har hatt medvind i det siste. Mens oljeprisen både kan gå opp og ned fra dagens nivåer, kan økende uro rundt Frankrike forsterke vibbene fra eurokrisen for 15 år siden og svekke euroen ytterligere. Også USA har utfordringer med statsgjelden, og skulle AI-euforien i tillegg slå sprekker kan dollarens status som trygg havn svekkes. I en slik situasjon kan norske kroner komme til å skinne ganske bra.
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.
1 Oct 2026
#104 Er rentetoppen nådd?
Har vi nå nådd rentetoppen her hjemme eller er det mer i vente fra Norges Bank? Og hva ligger egentlig bak den kraftige oppgangen i markedsrentene globalt?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.
17 Aug 2026
#103 Inflasjonen avgjør
Inflasjonsutviklingen utover høsten vil avgjøre om Fed og Norges Bank hever renta. Selv om Warsh i Fed er ullen er komiteen klar: Blir inflasjonen værende høy, som vi tror, skal renta opp. Her hjemme tror vi prisveksten tar seg opp igjen etter en liten sommerdupp og at Norges Bank leverer sin varslede økning i løpet av høsten.
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 NordeaMarkets 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 nottake 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/herfinancial 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’sfinancial advisor.
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