Nøgletal løfter aktierne og forventningerne til Fed

Ugen bød på nye aktierekorder. Nøgletallene ser nu markant bedre ud end længe, og Trumps første tale i Kongressen gav anledning til et lettelsens suk. Bagsiden af medaljen er dog, at markederne nu forventer, at Fed hæver renten i marts. Hvad siger Fed-chef Yellen om den sag i sin tale? Kan markederne endda finde spor af optimisme hos ECB Præsident Draghi på torsdag? Og vil det egentligt være godt eller dårligt for markederne? Hør vores bud her med Chefanalytiker Anders Svendsen. 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.