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Morgenrapport Norge —

  1. Italias statsminister går av; skulle Salvini ta over øker det sannsynligheten for nye konflikter med EU
  2. Oppmerksomheten rettes nå mot Feds rentereferat, og ikke minst Powells tale under Jackson Hole
  3. Her hjemme: Overraskende oppgang i AKU-ledigheten, presset opp av økt yrkesdeltagelse

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

Global macro forecast — Global tensions - but no recession

• Challenging road ahead for the Nordics
• Monetary policy will ease but not remove the pain
• Markets will remain uneasy

Christina Nyman, Chief Economist | chny09@handelsbanken.se

Global konjunkturprognos — Globala spänningar - men ingen recession

• Mödosam väg framåt för Norden
• Penningpolitik mildrar men konjunkturen bromsar ändå in
• Finansiella marknader fortsatt skakiga

Christina Nyman, Chief Economist | chny09@handelsbanken.se

Morgenmelding Danmark —

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Fast Comment Finland — Decline in unemployment rate has come to a halt

  1. Unemployment rate (SA) at 6.6 percent in July
  2. Employment fell from the previous year
  3. We expect the unemployment rate will bottom out in 2019-20

Janne Ronkanen, Senior Economist | jaro06@handelsbanken.se

Morgenrapport Norge —

  1. Svenske boligpriser sidelengs i juli; veksten så langt i 2019 har vært litt sterkere enn vi ventet
  2. Oppsving for aksjer i går etter positive signaler rundt handelskonflikten

Halfdan Grangård, Senior Economist | hagr11@handelsbanken.no