Macro Research - Handelsbanken Capital Markets

 

Research


Choose type:


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

UK Comment — Muted rebound in Q2

  1. Adjusting for one-offs, the GDP trend is still deteriorating
  2. Services growth and construction pulled up, while manufacturing pulled down - exports particularly weak
  3. We expect the GDP trend to continue to weaken and the BoE to hike no further

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

Fast Comment Sweden — Inflation in July: better in line with the Riksbank after last month's miss

  1. Above the Riksbank's target
  2. Question marks surrounding CPIF excluding energy
  3. But underlying inflation holds up OK - we keep our Riksbank call

Johan Löf, Senior Economist | jolo22@handelsbanken.se

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