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Macro Comment Sweden

Valet blir stökigt, men marknaden tar det med ro

Opinionsläget tyder på att det kommer att bli en utdragen och komplicerad regeringsbildning efter valet den 9 september. Valrörelsen kommer att präglas av regeringsfrågan. Men det finns ingenting som tyder på att partierna kommer att bringa klarhet hur landet ska styras efter valet. Det mesta talar för att det i slutändan blir en minoritetsregering med ett svagt och osäkert regeringsunderlag

Läs hela rapporten på svenska: 
Valet blir stökigt, men marknaden tar det med ro

Read full report in English:
The election will be messy, but the market is relaxed


Anders Bergvall

Anders Bergvall

Senior Economist

Thematic analysis and USA

anbe83@handelsbanken.se

Latest analyses

2018-08-03

Fast Comment US

2018-08-01

Fast Comment US

2018-07-06

Fast Comment US

Latest publications in

Fast Comment Finland — Manufacturing activity on a solid growth trend

  1. Finnish manufacturing grew 5.4 percent y-o-y in June
  2. Solid growth trend continues
  3. Finnish industry still supported by the global upturn

Janne Ronkanen, Senior Economist | jaro06@handelsbanken.se

Fast Comment Norway — Norges Bank to reinforce expectations of September hike

  1. Norges Bank to keep policy rate unchanged in August, in line with strategy
  2. Summer months are volatile - picture broadly in line with Norges Bank's forecast
  3. Norges Bank to indicate rate hike in September

Kari Due-Andresen, Chief Economist Norway | kadu01@handelsbanken.no

Fast Comment Denmark — Holiday houses and package tours drove up consumer prices

  1. Consumer prices rose 0.8% m-o-m in July - more than expected (0.5%)
  2. Package tours, food prices and rents on holiday were the primary reasons for the upside surprise
  3. Annual inflation was unchanged at 1.1%

Jes Asmussen, Chief Economist Denmark | jeas01@handelsbanken.dk

Fast Comment Norway — Core inflation increases more than expected in July

  1. The CPI-ATE at 1.4 percent in July, up from 1.1 percent in June
  2. Above consensus’ and Norges Bank’s expectations
  3. Volatility is high over the summer, but inflation supports Norges Bank's strategy from June

Halfdan Grangård, Senior Economist | hagr11@handelsbanken.no

Fast Comment Denmark — Comeback for exports of goods, but not enough to save Q2

  1. Exports of goods rose 3.5% m-o-m in June - stronger than expected
  2. Imports of goods declined 1.0% m-o-m and the surplus on the trade balance increased from DKK 5.3bn to 7.4bn
  3. Exports of services fell 1.1% q-o-q in Q2, while imports of services rose 3.1% q-o-q

Jes Asmussen, Chief Economist Denmark | jeas01@handelsbanken.dk

Fast Comment Denmark — Industry moving slowly ahead

  1. Industrial production rose 0.3% m-o-m in June - close to our expectation (0.5%)
  2. But slower growth in Q2 overall
  3. Slowdown in eurozone and trade conflict are risk factors in coming months

Jes Asmussen, Chief Economist Denmark | jeas01@handelsbanken.dk