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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 — Retail sales fell sharply in June; well below expectations

  1. Retail sales down by 2.9 percent in June, following +2 percent in May
  2. Far below market expectations
  3. Partly volatility, partly a hot summer, in our view

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

UK Comment — Preview Bank of England: A close call

  1. BoE surprisingly hawkish in June
  2. New data somewhat on the weak side of BoE expectations
  3. A close call in August

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

Fast Comment Sweden — Sentiment indicators in July and unemployment in June

  1. ETI surprisingly rose, much due to strong signals from the manufacturing sector
  2. High labour shortages and capacity utilisation
  3. Unemployment slightly higher than expected but close to the bottom

Helena Bornevall, Senior Economist | hebo12@handelsbanken.se

EMU Comment — Trade fears beginning to weigh?

  1. Flash PMI surprises on the upside
  2. Underlying signs of mounting trade war fears
  3. Lower but stable GDP growth for now

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

Fast Comment Norway — Business tendency survey for Q2: positive signals

  1. The industrial confidence indicator for Q2 was 9.2, up from 6.8 in Q1.
  2. The fourth consecutive quarter where the indicator was positive
  3. Pointing to improved momentum in the coming months

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