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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

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2018-07-06

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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

Fast Comment Norway — Manufacturing output weaker than expected (again)

  1. Unchanged manufacturing output in June; weaker than expected
  2. Positive growth in Q2, but did not make up for the decline in Q1
  3. Negative overhang to Q3

Marius Gonsholt Hov, Senior Economist | maho60@handelsbanken.no

Fast Comment Sweden — Preview of July inflation

  1. Inflation moving sideways, rejoining the Riksbank forecast path
  2. Unusual weather to cause surprises?
  3. Summer data reinforces our forecast for rising near-term inflation

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Norway — Preview: CPI-ATE, manufacturing output and credit indicator growth

  1. CPI-ATE expected at 1.2 percent in July, up from 1.1 percent in June
  2. In line with Norges Bank
  3. Probably higher manufacturing output, but lower debt growth in June

Marius Gonsholt Hov, Senior Economist | maho60@handelsbanken.no