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Global Macro Forecast - Meagre shelter for the global economy

  • Economic slowdown and long period of weak growth
  • Persistent political worries; households increasingly cautious
  • Central banks change course, but their toolboxes look empty

Christina Nyman

Chief Economist

Global Research

chny09@handelsbanken.se

Latest analyses

2018-11-22

Aktuell ekonomi

2018-09-13

Swedish Rate Wrap

2018-09-13

Ränterullen

Latest publications in

Fast Comment Sweden — March housing prices slightly up as the trend remains remarkably stable

  1. Housing prices up compared to a year ago, but start to 2019 not particularly strong
  2. Broad-based stabilisation in prices for existing homes, but concerns about new construction have not vanished
  3. Week ahead: plenty of interest in housing market developments (Riksbank, NIER Survey)

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment China — Strong economic data confirms policy-driven rebound

  1. GDP growth higher than expected
  2. Less stimulus in the pipeline

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Fast Comment Finland — Election results in a fragmented parliament in Finland

  1. Social Democrats win, but by a very thin margin
  2. Protest votes went to the Finns Party
  3. Process of forming a government likely to be difficult

Tiina Helenius, Chief Economist Finland | tihe01@handelsbanken.se

Fast Comment Sweden — Calm down! Inflation is "low" but March reading offered little news

  1. Inflation remains far below Riksbank path, but no new surprises today
  2. Cases for both sides of the argument about hiking the policy rate or not
  3. Our main scenario is still a Riksbank hike in September

Johan Löf, Senior Economist | jolo22@handelsbanken.se

EMU Comment — Downbeat ECB - details on TLTROIII and mitigating tools coming up

  1. Growth momentum slowing - no details of TLTROIII and mitigating tools yet
  2. We expect focus on ECB easing to strengthen

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk