Johan Trocmé, Viktor Sonebäck and Thea Koren from Nordea Thematics talk about their 2021 treasury survey. How has the pandemic impacted financial performance and policies? Has digitalisation of corporate business models and automation of the treasury been helped or hindered? Are treasuries spending their time on the right things, and if not, what would they need to do? Find out in this podcast.

#nordeaonyourmind #noym #treasurysurvey

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.

Corporate treasuries after COVID

Hverken Norges Bank eller Fed kommer til å signalisere at de har noen hastverk med å kutte rentene neste uke. Etter påske blir det derimot mere action når Feds kvantiative innstrammingen omsider begynner å bite på markedene.

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.

#72 Lite Nytt Fra Sentralbankene Neste Uke

Både den norske og den amerikanske sentralbanken uttrykker skepsis til å kutte styringsrenten under null. Vi diskuterer fenomenet «negativ rente» nærmere og ser det opp mot prisingen i dagens rentemarked.

#1 Hit, men ikke lenger! Hilsen sentralbanken

Norsk økonomi går bedre enn de fleste andre økonomier. Selv om renteøkninger ikke er rett rundt hjørnet, kommer de trolig tidligere i Norge enn i andre land. Rentemarkedet tar det lite inn over seg, og det er ikke så uvanlig at renteendringer undervurderes av markedet.

#2 I annerledeslandet er sentralbanken annerledes også

Den amerikanske sentralbanken kom med nye signaler i forrige uke, vi ser nærmere på hva det betyr. Vi diskuterer også hvorvidt norske kroner i markedet prises som en ubrukelig aktiva.

#3 Nytt fedmandat og er krona dødsdømt?

Vi har sett litt nærmere på sammenhengen mellom NOK og aksjemarkedet og funnet aktørgruppe i markedet som vi mener forklarer sammenhengen bedre enn at NOK bare er en risikoaktiva.

#4 NOK følger aksjemarkedet, er det bare et spørsmål om risikoappetitt?

Norges Bank legger frem ny renteprognose neste uke, vi ser nærmere på hva man kan forvente seg fra den kanten. Den siste tiden har vi også sett et fall i aksjemarkedet uten at det har endret lange renter noe særlig, hvordan henger det sammen og hva kan vi vente fremover.

#5 Aksjemarkedet faller, men lange renter går sideveis

Nordea Markets fra innsiden er en podcast som gir deg perspektiver på økonomien og markedene sett fra innsiden av Nordens største meglerhus

#72 Lite Nytt Fra Sentralbankene Neste Uke

Nordea Markets fra innsiden

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