Research


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Global Macro Forecast - Global economy on shaky ground

  • A downturn is imminent
  • Time for politicians to step up
  • Interest rates remain low

   

Global Konjunkturprognos - Världsekonomin på skakig grund

 

  • Nu vänder konjunkturen ned
  • Upp till bevis för politikerna
  • Räntorna förblir låga
   

Christina Nyman

Head of Forecasting

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

UK Comment — Preview Bank of England: Its all up to Brexit now

  1. Monetary policy to be left unchanged
  2. Mixed data since the last meeing
  3. Brexit is as uncertain as ever

Lars Henriksson, Strategist | lahe06@handelsbanken.se

Fast Comment Norway — Housing prices rose further in January (S.A); we maintain our moderatly positive outlook

  1. Housing prices up 0.5 percent in January; Oslo up 0.3 percent (seasonally adjusted)
  2. Prices have risen faster than assumed by Norges Bank over the past couple of months
  3. We maintain our call for two rate hikes this year (March and September)

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

Fast Comment US — Employment growth continues to go from strength to strength

  1. Strong employment gains, while wage gains cool
  2. Payroll largely unaffected by the shutdown, but the unemployment rate is boosted
  3. We expect weaker growth and rising unemployment to prompt the Fed to cut rates next year

Anders Bergvall, Senior Economist | anbe83@handelsbanken.se

Fast Comment Sweden — Week ahead: December business production to confirm GDP pick-up toward the end of last year

  1. Mixed growth signals from hard and soft data
  2. NIER survey and PMI have at least one thing in common: good times now, worse to come
  3. We expect GDP to have finished 2018 on a strong note, but the sun is setting on the economic boom

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Norway — Preview: GDP, manufacturing output and housing prices

  1. Mainland GDP growth holding up well in the near term
  2. Upside risk to Norges Bank's near-term estimate; supporting a rate hike in March
  3. Housing market: Modestly positive outlook for Q1 (and 2019 as a whole)

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