Talouden sykkeessä

Mitä USA:ssa ajatellaan taloudesta vaalien alla? Miksi Ranskan julkinen talous herättää kasvavaa huolta? Entä millaisia vaikutuksia datakeskuksilla on sähkön hintaan Suomessa? USA:n talousnäkymä on vahva, eikä lähestyvien vaalien odoteta muuttavan yleiskuvaa merkittävästi. Julkisen sektorin vajeet tai velka eivät ole nousseet vaaliteemoiksi. Sen sijaan Ranskassa julkisen sektorin tilanne on pykälää haastavampi ja ensi vuoden vaalien ehdokkaat ovat jo väläytelleet omia talouspoliittisia linjojaan. Ajankohtaisista aiheista keskustelemassa tutkimustiimimme Janne, Juho sekä juuri USA:ssa vieraillut Tuuli. Jakson lukuvinkit 📃👇 Skenaarioita datakeskusten vaikutuksesta sähkön hintaan Valtiovarainministeriön Virkapuheenvuoro: Luota tulevaan IMF:n World Economic Outlook (englanniksi) Isabel Schnabelin puhe (englanniksi) 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.…

Maailmantalous on saanut teknologiamurroksesta uuden kasvuveturin, joka kompensoi nousseita energianhintoja ja korkoja sekä hyödyttää myös Suomen taloutta. Studiossa ajankohtaisista talousteemoista on keskustelemassa tuttu tutkimustiimimme Tuuli Koivu, Jan von Gerich ja Juho Kostiainen. Edessä on tapahtumarikas syksy, jota tutkimustiimimme seuraa tiiviisti. Jakson lukuvinkit 📄👇 Talousennuste Tutustu myös muiden Pohjoismaiden ennusteisiin englanniksi täällä. 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…

Suomessa ja maailmantaloudessa on jatkunut positiivinen vire Lähi-idän konfliktin vastatuulesta huolimatta. Mikä ajaa Suomen ja maailmantalouden kasvua? Entä mikä voisi katkaista kasvun? Studiossa ajankohtaisista talousteemoista on keskustelemassa tuttu taloustiimimme Tuuli Koivu, Juho Kostiainen ja Janne von Gerich. Jakson lukuvinkit 📄👇 Suomi pääsi kesäkuntoon Kulutusmittari: Hillitty heinäkuu Nordean Economic Outlook -talousennuste julkaistaan 2. syyskuuta. Ilmoittaudu webinaariin, jossa ekonomistimme esittelevät Nordean tuoreimmat talousennusteet. 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…

Uutiset rauhanneuvotteluiden edistymisestä ovat saaneet öljyn hinnan ja koronnosto-odotukset laskuun. Suomessa tuottavuuskehitys on piristynyt, mutta työmarkkinoilla tilanne on edelleen heikko. Mitä rauhanneuvottelujen eteneminen tarkoittaa markkinoille? Entä näemmekö pian käännettä Suomen työllisyydessä? Ajankohtaisista aiheista podistudiossa ovat keskustelemassa tutut ekonomistimme Juho Kostiainen, Tuuli Koivu ja Jan von Gerich. Jakson lukuvinkki 📄👇 Datakeskukset: sähkösyöppöjä vai kasvun vetureita? 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…

Suomen taloudessa on nähty alkuvuonna laaja-alaista kasvua. Kestävätkö Suomen ja euroalueen taloudet kohonneet energiahinnat ja heikentyneen kuluttajien luottamuksen? Miten EKP toimii kohonneen inflaation ja hidastuvan kasvun alhossa? Studiossa ajankohtaisista talousteemoista on keskustelemassa tuttu taloustiimimme Tuuli Koivu, Juho Kostiainen ja Janne von Gerich. Jakson lukuvinkki 📃👇Economic Outlook: Kestääkö kasvu? Katso Economic Outlook: Kestääkö kasvu? -webinaari. 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…

Millaista liikkumatilaa suomalaisyrityksille jää Kiinan kiihtyvässä teknologiakehityksessä? Kestävätkö positiiviset merkit Suomen taloudesta? Joutuuko EKP taas oikeasti koronnostojen tielle? Studiossa ajankohtaisista talousteemoista on keskustelemassa tuttu taloustiimimme Tuuli Koivu, Juho Kostiainen ja Janne von Gerich. Jakson lukuvinkki 📃👇 Kulutusmittari Nordean Economic Outlook -talousennuste julkaistaan 12. toukokuuta. Ilmoittaudu webinaariin, jossa ekonomistimme Tuuli Koivu, Juho Kostiainen ja Jan von Gerich esittelevät Nordean tuoreimmat talousennusteet. 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…

Lähi-idän kriisi on näkynyt etenkin energiahintojen nousuna, mutta vaikutukset ovat levinneet nopeasti myös korkomarkkinoille. Miten keskuspankki tulee reagoimaan kohonneisiin energiahintoihin? Millaisia vaikutuksia kriisillä on euroalueen ja Suomen talousnäkymiin? Ajankohtaisista käänteistä keskustelemassa ekonomistimme Tuuli Koivu, Janne Von Gerich ja Juho Kostiainen. Jakson lukuvinkeihin pääset klikkaamalla linkkejä alla: Asuntomarkkinakatsaus Macro & Markets 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…

Suomen taloudesta on saatu positiivisia signaaleja niin teollisuuden kuin kulutuksenkin osalta, mutta asuntohintojen alamäki jatkuu ja työmarkkinatilanne on edelleen heikko. USA:n tullisotkut eivät ota loppuakseen, mutta yhdysvaltalaiset kuluttajat pitävät edelleen kasvua yllä. Oikeistopopulistien nousu puhututtaa Euroopassa, minkä huhutaan säteilevän keskuspankkinimityksiin asti. Ajankohtaisista aiheista studiossa keskustelemassa tutkimustiimimme ekonomistit Tuuli Koivu ja Juho Kostiainen sekä analyytikko Jade Halme. 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…

Vuosi on lähtenyt varsin vauhdikkaasti käyntiin varsinkin geopolitiikan osalta. Julkaisimme tuoreen talousennusteemme viime viikolla, ja tammikuun podissa pohdimme viime aikojen uutisvirran sekä markkinaliikkeiden merkitystä ennusteisiimme ja näkymiin yleensä. Studiossa talouden käänteistä ovat keskustelemassa ekonomistimme Tuuli Koivu, Jan Von Gerich ja Juho Kostiainen. 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…

Perinteisessä joulupodissamme muistellaan, mitä jäi mieleen kuluneesta vuodesta ja miltä näyttää talousvuosi 2026. Miten suomalaiset kuluttivat tänä vuonna? Millaisia vaikutuksia Yhdysvaltojen politiikalla on ollut Euroopan taloudelle? Entä mitä ekonomistimme odottavat vuodelta 2026? Studiossa koko tutkimustiimimme – Tuuli Koivu, Jan Von Gerich, Juho Kostiainen ja Jade Halme – vetämässä yhteen kulunutta vuotta ja jakamassa näkemyksiä tulevasta vuodesta. 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…

Syksy on ollut täynnä jännittäviä kehityskulkuja niin kansainvälisessä kuin Suomenkin taloudessa. Lähiajan näkymää ja loppuvuoden mahdollisia yllätyksiä käyvät läpi tutkimustiimimme ekonomistit Jan Von Gerich, Juho Kostiainen ja Tuuli Koivu. 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…

Asuntomarkkinoiden alamäki on jatkunut jo kolme vuotta. Joko ensi vuonna nähdään käänne asuntohinnoissa? Mitä myyjän ja ostajan kannattaisi tehdä kauppaa jouduttaakseen? Voisiko sääntelyä keventämällä vauhdittaa asuntokauppaa? Näistä sekä muista polttavista asuntomarkkinakysymyksistä studiossa ovat keskustelemassa Nordea Kiinnitysluottopankin toimitusjohtaja Jussi Pajala, analyytikkomme Jade Halme sekä ekonomistimme Juho Kostiainen. 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…

Nordean syysennuste odottaa talouskasvun kiihtyvän euroalueella ja Suomessa. Ratkaisevassa asemassa ovat kuluttajat, jotka ovat pysyneet tähän asti varovaisina. Ekonomistimme Tuuli Koivu ja Juho Kostiainen pohtivat, mikä voisi saada kuluttajat liikkeelle. 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…

Kesä oli täynnä kiinnostavia tapahtumia. EKP lopetti koronlaskut, kun taas USA:ssa talouskehityksen hidastuminen avasi loppukesää kohti ovea laskuille. Suomalainen kuluttaja on osoittanut varovaisia piristymisen merkkejä, vaikka Suomen talouden näkymät ovatkin lähikuukausille haastavat. Suomen ja maailmantalouden näkymistä keskustelemassa ekonomistimme Juho Kostiainen, Jan von Gerich ja Tuuli Koivu. 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…

Kuluneen kevään tapahtumista ja alkaneen kesän tulevasta kehityksestä keskustelemassa ekonomistimme Jan von Gerich, Jade Halme, Tuuli Koivu ja Juho Kostiainen. 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,…

Julkinen velkaantuminen puhuttaa taas ympäri maailmaa, myös Suomessa. Kuinka huolissaan tilanteesta pitäisi olla? Velkaproblematiikkaa pohtimassa studiossa ekonomistimme Juho Kostiainen ja Jan von Gerich. 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…

Miten kauppasodan koukerot vaikuttavat maailman ja erityisesti Suomen ja Kiinan talouskasvuun? Entä mitä Tuuli oppi Kiinan matkalla ja mitä Juho pohtii hallituksen talouspolitiikan käänteistä? Maailmantalouden nykytilasta keskustelemassa Jan von Gerichin johdolla Juho Kostiainen ja Tuuli Koivu. 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…

Saksan mittavat investointisuunnitelmat ovat tuoneet uutta toivoa koko euroalueelle. Saksan suurista suunnitelmista ja niiden vaikutuksista Suomen ja euroalueen talouteen sekä korko- ja markkinanäkymiin keskustelemassa ekonomistimme Tuuli Koivu, Juho Kostiainen ja Jan von Gerich. 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…

Korkojen lasku on ollut tärkeä tekijä Suomen asuntomarkkinoiden käänteen taustalla. Jatkuvatko korkojen laskut ja miltä näyttää Suomen asuntomarkkinoiden ja rakentamisen jatko? Podcast-studiossa aiheesta keskustelemassa ekonomistimme Jan von Gerich, Juho Kostiainen ja Tuuli Koivu. 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…

Trumpin toinen kausi on ollut alkuvuoden kuumin puheenaihe. Trumpin mahdollisista toimista ja niiden vaikutuksista keskustelemassa ekonomistimme Jan von Gerich, Juho Kostiainen ja Tuuli Koivu. 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,…

Miltä kulunut vuosi näytti markkinoilla ja taloudessa? Mitkä asiat yllättivät? Entä millaiset ovat näkymät vuodelle 2025? Perinteisessä joulupodissa mukana Juho Kostiainen, Tuuli Koivu, Kristian Nummelin ja Jan von Gerich. 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…

USA on ollut viime vuosina Suomen tärkein vientimaa. Miten presidentiksi nousevan Donald Trumpin väläyttelemät jopa 20 prosentin tuontitullit iskisivät Suomeen talouteen? Tullien monitahoisia vaikutuskanavia Suomelle taloudelle analysoivat ekonomistit Kristian Nummelin ja Juho Kostiainen. 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…

Yhdysvaltain vaalit ovat poikkeuksellisen jännittävät. Millaista talous- ja kauppapolitiikkaa vaalit voivat tuoda mukanaan ja miten markkinat reagoivat? Teemasta keskustelevat Nordean asiantuntijat Jan von Gerich, Kristian Nummelin ja Tuuli Koivu. 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…

Kiinan talousluvut ovat olleet viime kuukausina heikkoja ja erityisesti kiinalaiskuluttajien tilanne on haastava, kun asuntomarkkinoiden alamäki jatkuu ja talousnäkymä on epävarma. Kiinan johto on reagoinut heikkoon kehitykseen elvytyksellä, mutta riittävätkö nämä toimet kääntämään Kiinan suunnan? Tätä pohtii pääekonomisti Tuuli Koivu analyytikko Rono Nihtisen haastattelussa. 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…

Suomen asuntomarkkina lähtee hiljalleen kääntymään, mutta kuinka hitaasta käänteestä oikeastaan puhutaan? Kannattaako asuntojen hintapohja nyt hyödyntää vai jäädä sittenkin vuokralle? Onko Christine Lagarde asuntovelallisen paras ystävä, ja mikä korko asuntolainalle kannattaa valita? Keskustelemassa Nordea Kiinnitysluottopankin toimitusjohtaja Jussi Pajala, ekonomisti Juho Kostiainen sekä analyytikko Rono Nihtinen. 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…

Fed aloitti tällä viikolla koronlaskut suurella liikkeellä. Kuinka huolissaan keskuspankki on talousnäkymistä? Kiihdyttääkö myös EKP laskujaan? Mitä tekevät muut keskuspankit? Korkonäkymistä keskustelemassa Kristian Nummelin ja Jan von Gerich. 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…

Suomen taloudessa on nähty alkuvuoden aikana ensimmäisiä positiivisia merkkejä, ja kasvun oraat puskevat jo esiin syyspellosta. Vaikka lähiajan näkymät ovat vielä hauraat, odotamme ensi vuodelta laaja-alaisempaa kasvun kiihtymistä. Nordean uusista talousennusteista ja Suomen näkymistä ovat keskustelemassa ekonomisti Juho Kostiainen ja analyytikko Rono Nihtinen. 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…

Mitä Skandinavian keskuspankeilla on mielessään, ja mihin Ruotsin ja Norjan kruunut seuraavaksi suuntaavat? Jääkö Suomen talous taas jalkoihin Pohjoismaisessa vertailussa, vai joko lähtisi piristymään? Asuntomarkkinaa, kulutusta, öljyä ynnä muuta ovat pohtimassa ekonomistit Juho Kostiainen ja Kristian Nummelin sekä analyytikko Rono Nihtinen. 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…

Kesälomien jälkeen podimme pohtii etenkin euroalueen ja Suomen talouden näkymiä nykyisissä epävarmoissa tunnelmissa. Studiossa pääekonomisti Tuuli Koivu, ekonomisti Juho Kostiainen ja pääanalyytikko Jan von Gerich. 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…

Mitä kevään talouskehityksestä jäi mieleen ja mitä yllätyksiä kesä voi tuoda tullessaan? Keskustelemassa Nordean Research-tiimi. 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…

Ovatko asunnot nyt halpoja vai kalliita? Joko käänne kolkuttelee kulman takana, kun EKP ryhtyy laskemaan korkoja? Mistä asuntojen ylitarjonta kumpuaa? Näitä kysymyksiä pohtivat ekonomisti Juho Kostiainen, Nordean Kiinnitysluottopankin toimitusjohtaja Jussi Pajala ja analyytikko Rono Nihtinen. 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…

Markkinoilla maailmantalouden näkymät hinnoitellaan tällä hetkellä melko positiivisessa valossa. Riskejä kuitenkin riittää niin ylä- kuin alasuuntaankin kiinteistösektorista Kiinaan ja inflaatiosta geopolitiikkaan. Maailman ja Suomen kasvuriskejä sekä mahdollisuuksia pohtimassa pääekonomisti Tuuli Koivu, ekonomisti Juho Kostiainen ja pääanalyytikko Jan von Gerich. 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…

Kiina-riskeistä on puhuttu vähemmän viime aikoina, mutta haasteita on edelleen paljon. Juankin on ollut taas heikkenemispaineessa. Miltä Kiinan lyhyemmän ja pidemmän aikavälin tulevaisuus näyttää? Podistudiossa pääekonomisti Tuuli Koivu, ekonomisti Kristian Nummelin ja pääanalyytikko Jan von Gerich. 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…

Nordea julkaisi juuri uuden talousennusteen, jossa maailmantalouden yleiskuva on pykälän talviennustetta pirteämpi. Euroalueella koronlaskujen odotetaan olevan nurkan takana, kun taas Yhdysvaltojen talouskehitykseen sisältyy epävarmuutta suuntaan jos toiseen. Tuoreen maailmantalouden ennusteen pääkohtia kertaamassa ja vastaamattomia webinaari-kysymyksiä puimassa ekonomistit Tuuli Koivu ja Kristian Nummelin. 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…

Miten vihreä siirtymä etenee Suomessa ja onko investointihalukkuutta riittävästi? Miltä yrityksien päästövähennykset näyttävät, ja toisaalta mikä on rahoitusmarkkinoiden rooli vihreässä siirtymässä? Aiheesta keskustelemassa kestävän rahoituksen asiantuntija Juho Maalahti sekä ekonomistit Juho Kostiainen ja Kristian Nummelin. 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…

Keskuspankit liikkuvat kohti koronlaskuja, mutta kuinka paljon korkoja tarvitsee edes laskea ja minkälaista korkotasoa on lupa odottaa pidemmällä aikavälillä? Mukana keskustelemassa Juha Vainikainen, Jan von Gerich ja Kristian Nummelin. 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…

Asuntomarkkinoilla alkuvuosi on ollut vielä hiljainen. Mitkä tekijät jarruttavat asunnon ostoa ja miltä näyttää asuntojen hintakehitys? Miksi uudiskohteet eivät käy kaupaksi? Korkojen nousu on näkynyt etenkin lapsiperheiden kulujen kasvua. Mitä se on tarkoittanut perheasuntojen markkinoilla? Lopuksi perehdytään maahanmuuton asuntomarkkinavaikutuksiin. Näistä aiheista juttelemassa Nordea Kiinnitysluottopankin toimitusjohtaja Jussi Pajala ja ekonomisti Juho Kostiainen. 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…

Keskuspankkien viesti on vihdoin uponnut markkinoilla ja korot ovat korjanneet korkeammalle. Paljon on silti avoimia kysymyksiä – helpottavatko hintapaineet, kuihtuuko kasvu? Millainen koronlaskusykli on lopulta näkyvissä? Taloutta ja markkinoita tulkitsemassa pääanalyytikko Jan von Gerich, ekonomisti Kristian Nummelin ja analyytikko Olli Malinen. 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…

Suomen talous vajosi taantumaan viime vuoden lopulla. Millaiset ovat Suomen lyhyen ja pidemmän aikavälin kasvunäkymät? Näkyykö asuntomarkkinoilla jo valoa tunnelin päässä? Tuntuvatko lakot Suomen talouskasvussa? Suomen talouden kuvaa maalaamassa Juho Kostiainen ja Olli Malinen. 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…

Inflaatio jatkaa hidastumistaan sekä euroalueella että USA:ssa, mutta talouskasvunäkymät eroavat voimakkaasti. Euroopan talous polkee paikallaan, kun USA:n talous porskuttaa eteenpäin osittain elvytyksen vetämänä – ja samaan keinoon on tartuttu nyt myös Kiinassa. Spekulaatiot keskuspankkien korkojen laskun ajankohdasta käyvät kuumina, mutta voiko laskujen osalta tulla vielä mutkia matkaan? Muun muassa näistä aiheista keskustelemassa Tuuli Koivu, Jan von Gerich ja Juho Kostiainen. 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…

Markkinoiden pikaiset koronlaskuodotukset ovat ottaneet osumaa viime aikoina. Keskuspankit ovat yrittäneet vakuutella, ettei koronlaskujen aika ole vielä, kun taas geopoliittiset jännitteet ovat lisänneet yläsuuntaisia inflaatioriskejä. Näitä teemoja pohtivat ekonomisti Kristian Nummelin, pääanalyytikko Jan von Gerich ja analyytikko Olli Malinen. 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…

Kuluneena vuonna käänteitä riitti niin taloudessa kuin rahoitusmarkkinoillakin. Mikä käänteistä jäi parhaiten mieleen ja mitkä ovat vuoden 2024 puheenaiheet markkinoilla? Muun muassa näitä aiheita pohtii Nordea Marketsin tutkimusporukka. 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…

Ekonomistit Tuuli Koivu ja Juho Kostiainen keskustelevat Tuulin tunnelmista Kiinan matkan jälkeen ja käyvät lyhyesti läpi tuoreita talouslukuja myös Suomesta ja euroalueelta. 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…

Suomen talous supistui syksyllä ja lähiajan näkymät ovat heikot sekä teollisuudessa että rakentamisessa. Inflaation hidastuminen ja odotukset koronlaskuista tuovat valoa, mutta jaksaako talous piristyä jo ensi vuonna? Keskustelemassa ekonomistit Juho Kostiainen ja Kristian Nummelin. 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…

Keskuspankkien viesti alkaa olla linjassa sen kanssa, että koronnostot on vähitellen nähty. Onko pahin jo takana Suomen asuntomarkkinoilla, ja mitkä ovat edellytykset talouden toipumiselle? Näistä aiheista keskustelemassa ekonomistit Juho Kostiainen ja Kristian Nummelin sekä pääanalyytikko Jan von Gerich. 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…

Hintojen nousu ja korkeat korot painavat talousnäkymiä globaalisti. Miten pohjoismaiden taloudet ovat pärjänneet muuttuvassa ympäristössä? Millaiset ovat skandivaluuttojen näkymät? Miten kulutus Suomessa pärjää muihin pohjoismaihin verrattuna? Aiheista ovat keskustelemassa ekonomisti Kristian Nummelin ja analyytikko Olli Malinen. 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…

Asuntomarkkinoilla on nähty vuoden verran laskevia hintoja ja pieniä kauppamääriä. Onko asuntohintojen lasku jo lähenemässä loppuaan? Mitä suomalaiset ajattelevat tulevasta korkotasosta? Myös taloyhtiöiden tilanne keskusteluttaa. Näistä aiheista ovat keskustelemassa ekonomisti Juho Kostiainen ja Nordean Kiinnitysluottopankin toimitusjohtaja Jussi Pajala. 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…

Viimeinen viikko on ollut täynnä keskuspankkikokouksia, ja mukaan on mahtunut myös monia yllätyksiä. Mitä suurten keskuspankkien viimeisimmistä päätöksistä voi päätellä? Ovatko paljon puhutut korkohuiput nyt vihdoin käsillä? Korkonäkymiä pohtimassa pääekonomisti Tuuli Koivu ja pääanalyytikko Jan von Gerich. 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…

Vieläkö korot kiipeävät, vai onko huiput jo nähty? Miten EKP navigoi heikentyvän talouskuvan ja sitkeän inflaation keskellä? Miltä näyttää valuuttamarkkinoilla? Dominoiko dollari vielä? Näitäkin kysymyksiä pohtimassa ekonomistit Juho Kostiainen ja Kristian Nummelin sekä pääanalyytikko Jan von Gerich. 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…

Suomen talouskasvu on yllättänyt positiivisesti alkuvuonna, mutta pystyykö palvelusektori kannattelemaan taloutta jatkossa, kun rakentaminen ja vientikysyntä hiipuvat? Miten suomalaiset ovat kuluttaneet kesällä? Miten käy työllisyyden kasvun hidastuessa? Lopuksi vielä katsaus vihreän siirtymän investointinäkymiin. Näistä aiheista keskustelemassa ekonomisti Juho Kostiainen ja analyytikko Olli Malinen. 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…