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Macro Comment Norway — Norges Bank set to lower its policy rate path again

In September, Norges Bank surprised analysts by lowering its policy rate path. It seemed global uncertain-ties had made the central bank reassess its outlook for the Norwegian economy. In December, we believe Norges Bank will lower its policy rate trajectory again, effectively cancelling one of the six rate hikes it had planned for the coming three years.

Kari Due-Andresen, Chief Economist Norway |

Morgenmelding Danmark —

Bjarke Roed-Frederiksen, Senior Economist |

Fast Comment Sweden — Preview of November CPI: Riksbank target reached, but underlying inflation continues to frustrate

  1. Inflation stays below the Riksbank forecast...
  2. ...But outlook for 2019 remains positive, so will it matter?
  3. More risks than usual to this November-CPI?

Johan Löf, Senior Economist |

Morgenrapport Norge —

Halfdan Grangård, Senior Economist |

Morgenmelding Danmark —

Rasmus Gudum-Sessingø, Senior Economist |

Macro Comment China — We expect the CNY to strengthen gradually

Following a marked CNY weakening over the summer, we now expect the CNY to strengthen gradually, as we believe China's authorities will stick to their goal of keeping the CNY "basically stable".

Bjarke Roed-Frederiksen, Senior Economist |