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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

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2018-08-03

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Fast Comment Norway — Preview next week: Retail sales, registered unemployment and housing prices

  1. Retail spending probably contracted in June, following a spike in May
  2. Housing prices probably rose again in July (S.A)
  3. Further downtrend in registered unemployment

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

Fast Comment Norway — Preview: LFS unemployment in May (Wednesday)

  1. We estimate LFS unemployment was 3.8 percent in May (3.7 percent in April)
  2. Labour supply probably picked up again in May
  3. Downtrend in unemployment still intact; recall it was 3.9 percent at the end of Q1

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

Fast Comment Sweden — Housing prices in June

  1. Slow increases in housing prices in June (SA), no surprises in sight
  2. Persistently elevated supply of housing units up for sale
  3. Risks remain, but so far the overall trend has been closely in line with expectations

Helena Bornevall, Senior Economist | hebo12@handelsbanken.se

Fast Comment Sweden — Inflation in June: Another step on the path to December rate hike

  1. Inflation once again above the Riksbank's 2 percent
  2. Usual for this time of year, noisy components affect inflation...
  3. ...but underlying inflation AND energy prices are paving the way for a Riksbank rate hike in December

Johan Löf, Senior Economist | jolo22@handelsbanken.se