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Global Markets

Global Macro Comment — The lay of "The Land"

What do we really know about inflation? The state of the art was recently laid out by top academics and central bank economists at the "Inflation: Drivers & Dynamics" conference, held at the Federal Reserve Bank of Cleveland. In this comment we give a first-hand account of what was discussed in "The Land". The conference gave greater insight into the anchoring of inflation expectations at central banks' targets, mixed with a new understanding of inflation fundamentals. Change is often hard work, but policymakers would be smart to embrace these latest insights.

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Global macro forecast — Global boom starting to cool

• Stimulus measures in the US fuel growth but add risk
• Bottlenecks and higher interest rates slowing global growth
• Protectionism causing uncertainty


Ann Öberg, Head of Economic Research | anob04@handelsbanken.se

Global Comment — Fears of trade war intensifying

  1. Trump has announced plans to impose tariffs of up to USD 60bn on Chinese imports
  2. Markets reacted with broad-based significant risk aversion
  3. Chinese retaliation might be on the cards

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

Global Konjunkturprognos - uppdatering — Mogen konjunktur förändrar riskbilden

• Stark inledning på 2018 - svagare avslutning
• Medvindar mojnar för tillgångsmarknader
• Uppåtrisk för inflation och räntor

Ann Öberg, Head of Economic Research | anob04@handelsbanken.se

Global Macro Forecast - update — Mature business cycle changes the risk profile

• Strong start to 2018, but a weaker ending
• Asset price tailwinds subsiding
• Upside risks to inflation and interest rates

Ann Öberg, Head of Economic Research | anob04@handelsbanken.se

Global makrokommentar — Bitcoin – så funkar det

I Sydkorea förbereds ett förbud mot handel med kryptovalutor, och det ryktas om att såväl handel som ut-vinning av Bitcoin kan komma att förbjudas eller regleras i Kina, där en stor del av de som utvinner nya Bitcoins, så kallade "miners", verkar. Samtidigt är intresset för kryptovalutan stort och Bitcoin-terminer har precis introducerats i USA. Men vad är egentligen kryptovalutan och hur tas den fram?

Kiran Sakaria, Junior Strategist | kisa02@handelsbanken.se