Nordea Markets

"This week, Kevin Warsh appeared before the Senate; while his tone was at times somewhat hawkish, it is far from certain that he would remain so as the Fed’s new Chair." Read more from our latest Macro & Markets article by Sara Midtgaard 👇 corporate.nordea.com/article/103566…

"The ECB is set to keep rates unchanged at the April meeting and to signal that all options are open for the June meeting." Read more from our latest ECB Watch by Jan Von Gerich 👇 corporate.nordea.com/article/103564…

Tune in to our latest Nordea Markets Insights DK podcast with @helgejpedersen and @JanStorup here (in Danish). 👉 nordea.com/da/nyhed/stor-… #Økonomi #Nordea #Podcast

No policy changes should be expected from the ECB next week, but the central bank will most likely sound worried about upside inflation risks, paving the way for a hike in June. corporate.nordea.com/article/103564…

Tune in to our latest Nordea Markets Insights DK podcast with @helgejpedersen and @SvendsenAnders here (in Danish). 👉 nordea.com/da/nyhed/ecb-s… #Økonomi #Nordea #Podcast

"The inflation impulse we are seeing seems to turn ECB into hiking mode and Fed stepping away from cutting interest rates" Read more from our latest Macro & Markets article by Ole Håkon Eek-Nielsen and Jan von Gerich 👇 corporate.nordea.com/article/103467…

"Capital reallocation is set to hurt the USD further in the coming years and strengthen the Scandinavian currencies." Read more from our latest Macro & Markets article by Sara Midtgaard and Henrik Unell 👇 corporate.nordea.com/article/103466…

Tune in to our latest Nordea Markets Insights NO podcast with Kjetil Olsen and Ole Håkon Eek-Nielsen here (in Norwegian). 👉 nordea.com/no/nyheter/nor… #Økonomi #Nordea #Podcast

Hopes of a swift end to the war in the Middle East have risen and rate expectations have been hit hard. Plenty of question marks remain, and the ECB is still moving towards rate hikes. corporate.nordea.com/article/103365…

Tune in to our latest Nordea Markets Insights DK podcast with @helgejpedersen and Josephine Cetti here (in Danish). 👉 nordea.com/da/nyhed/aktie… #Økonomi #Nordea #Podcast

"Hopes of a swift end to the war in the Middle East have risen and rate expectations have been hit hard. Plenty of question marks remain, and the ECB is still moving towards rate hikes." Read more from our latest Macro & Markets article 👉 corporate.nordea.com/article/103365…

"We expect the ECB to prioritise inflation worries over growth concerns, and now forecast four 25bp rate hikes in total this year. Uncertainty remains high, though." Read more from our latest ECB Watch article 👉 corporate.nordea.com/article/103307…

Tune in to our latest Talouden sykkeessä podcast with Tuuli Koivu, Juho Kostiainen and Jan Von Gerich here (in Finnish). 👉 nordea.com/fi/uutiset/kui… #Talous #Nordea #Podcast

"Developments in the Middle East have continued to set the tone for financial markets in a very volatile manner." Read more from our latest Macro & Markets article by Jan Von Gerich 👉 corporate.nordea.com/article/103245…

Tune in to our latest Nordea Markets Insights DK podcast with @helgejpedersen and Peter Sand here (in Danish). 👉 nordea.com/da/nyhed/hormu… #Økonomi #Nordea #Podcast

Will higher energy prices alone justify hiking rates? A lot of uncertainty remains, but the ECB could raise rates as early as in April. corporate.nordea.com/article/103245…

"Implied volatility in both currency and interest rate markets has increased somewhat during March, but not nearly to the extent that the current geopolitical situation might justify." Read more from our latest Macro & Markets article by Sara Midtgaard 👉 corporate.nordea.com/article/103172…

"The ECB stands ready to act, if higher energy prices spill over to broader price pressures, but the central bank is not ready to raise rates yet." Read more from our latest ECB Watch article by Jan Von Gerich 👉 corporate.nordea.com/article/103166…

"Fed holds rates steady while signalling cautious path towards future rate cuts." Read more from our latest Fed Watch article by Sara Midtgaard here 👉 corporate.nordea.com/article/103161…

"The conflict in the Middle East may explain some of the dollar’s recent strength in the short term. However, it does little to change our broader view." Read more from our latest Macro & Markets article by Sara Midtgaard and Henrik Unell 👉 corporate.nordea.com/article/103088…