Inflation i verden - Effekten på din portefølje
-
Jeg har lige lavet en engelsk video, hvor jeg gennemgår ECBs og FEDs udtalelser om, at inflationen vil være under kontrol i slutningen af året.
I min optik er det ikke super realistisk, og det lader heller ikke til at markedet er overbevist.
Derudover kigger jeg på, hvad de forskellige inflationsscenarier gør ved aktierne. -
Virker som doomsday
-
Better to normalise monetary policy step-by-step, ECB's Rehn says
BY REUTERS ' ECONOMIC ' 05:55 AM EST
HELSINKI, Feb 10 (Reuters) - It is better to adjust euro zone monetary policy gradually in the current uncertain environment, European Central Bank policymaker and Finnish central bank chief Olli Rehn said on Thursday.
The ECB last week walked back on a pledge not to raise rates in 2022 and policymakers are now looking at how to start unwinding stimulus that has kept the euro zone afloat for years.
"In an uncertain situation - I also refer to the remaining geopolitical tension and its possible implications on energy prices and growth - it is better to watch than be sorry as the old saying goes, or to progress gradually and step by step in normalising the monetary policy," Rehn said in Helsinki.
Rehn echoed the words https://www.reuters.com/world/europe/euro-zone-inflation-could-subside-before-becoming-entrenched-lagarde-2022-02-07 of the ECB's President Christine Lagarde who on Monday said that any adjustment to monetary policy would be gradual.
Speaking at an event he organised to mark two decades of common currency in the euro zone, Rehn highlighted the euro's importance in strengthening unity within the European Union amid geopolitical turmoil that causes energy prices to rise and inflation to speed up.
Rehn said the ECB board had estimated there was a risk of inflation speeding up faster than expected.
"The ECB board works with all its tools to ensure that inflation will stabilize at its 2% target on medium term," Rehn said.
However, Rehn reminded that energy prices were out of monetary policy's scope of influence.
He said he believed energy prices would remain at a high level for a number of reasons, including low reserves and the need to replenish them after high demand caused by the cold season will subside in Europe.
The ECB board is closely watching wage inflation in Europe, in order to define the right moment for its rate hike, Rehn said.
When comparing the ECB's policy decisions with those of the U.S. Federal Reserve, he said it was worth noting that amid pandemic recovery wages have risen 5% to 10% in the United States and only around 2.5% in Europe on average.
"It's good to keep in mind the rate hikes back in 2008 and 2011 that stifled growth too early," he said.
(Reporting by Anne Kauranen; Editing by Catherine Evans and Toby Chopra) -
Derfor kan det ikke gå for hurtig med XRP, så risiko og likvitet spredes: Så håber at Sec gi sig snart.
https://www.bankofengland.co.uk/research/digital-currencies -
Socialdemokraterne fester nok idag , da væksten skønnes stærk ( https://finans.dk/erhverv/ECE13736632/dansk-oekonomi-koerer-i-hoejeste-tempo-siden-2006/?ctxref=ext ). Ved man noget om hvor meget den voldsomme inflation bidrager med? Forbrugertilliden er dog fortsat negativ (opgjort december 21): https://www.dst.dk/da/Statistik/nyheder-analyser-publ/nyt/NytHtml?cid=32954
-
"
USA: Producentpriser steg mere end ventet i januar
15.2.2022 14.32·Producentpriserne i USA steg med 1,0 pct. i januar på månedsbasis, hvor økonomer adspurgt af Bloomberg havde ventet en stigning på 0,5 pct.
På årsbasis var der tale om en stigning på 9,7 pct. mod en ventet stigning på 9,1 pct. ifølge økonomerne.
Ser man på udviklingen eksklusive fødevarer og energi, også kaldet kerneproducentpriserne, var priserne 0,8 pct. højere end i måneden før, mens den årlige stigningstakt var på 8,3 pct.
Der var ventet stigninger på henholdsvis 0,5 og 7,9 pct. i kerneproducentpriserne ifølge Bloombergs adspurgte økonomer.
.\˙ MarketWire
Claus Mikkelsen
"Det går den forkert vej
-
Lyt til denne podcast fra Rødekro.
Konjunkturer med Jens Schjerning, Agrocura
I denne episode taler jeg med cheføkonom Jens Schjerning om konjunkturer og renter. Jens arbejder hos Agrocura, hvor de rådgiver landmænd om deres forskellige r
Apple Podcasts (podcasts.apple.com)
Så kan det være du bliver mere rolig
-
Forbrugertilliden falder igen:
"
Danmark: Forbrugertilliden faldt i februar
18.2.2022 08.09·Den danske forbrugertillid faldt i februar til minus 3,2 fra minus 1,5 måneden forinden.
Det fremgår af tal fra Danmarks Statistik fredag morgen.
- Faldet i forbrugertilliden kan primært tilskrives et kraftigt fald i forbrugernes forventninger til familiens økonomiske situation om et år samt i købelysten, skriver Danmarks Statistik.
Indikatorerne for familiens situation og Danmarks økonomiske situation i dag er henholdsvis 2,4 og minus 6,1, hvor gennemsnittet for disse indikatorer i det seneste halve år er henholdsvis 3,5 og 0,8.
Forventningerne til fremtiden for Danmarks økonomi stiger forsigtigt og endte på 0,5 mod et gennemsnit de seneste seks måneder på 2,4.
.\˙ MarketWire
Christian Iversen Kielberg
"
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind