This podcast episode of "Markedspladsen" on December 5th, 2025, features Lars Olsen and Jens Nervig-Petersen discussing the economy and financial markets, with a focus on the American Central Bank. They preview the upcoming interest rate decision, acknowledging the mixed signals from recent data, including delayed employment reports and fluctuating ISM figures. The speakers address the dilemma the Federal Reserve faces between controlling inflation and maintaining employment, and the potential impact of their decision on market expectations. They also discuss the possible appointment of Kevin Hassett as the new chairman and the implications for monetary policy, as well as the potential influence of Trump's administration on regional bank presidents. The conversation touches on the impact of these factors on the dollar and Danish pension funds' investments in American stocks. Finally, they mention upcoming economic data releases and a pending Supreme Court decision on tax matters.
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