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Japan

Monthly Macro Update — Recovery phase is about to end

US: 'Goldilocks scenario' will not last long
Eurozone: Approaching balanced growth
UK: Brexit negotiations thrown into chaos
Nordics: Short-term resilience

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

Global macro forecast — US toward recession

• Europe pressured by structural problems
• The economic and political toolbox is empty
• Low growth in the Nordics

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

Monthly Macro Update — No smooth sailing in sight

US: In for a boom/bust episode
Eurozone: A tall order for the ECB
Nordics: Growing confidence

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

Global Macro Comment — Can Trump reverse globalisation?

President Donald Trump claims that countries with large trade surpluses are stealing jobs from the US. Therefore, he wants to reverse existing trade deals, which have made it possible to move American jobs to low-cost countries. However, historically, trying to move jobs between countries has had a bad track record. In the 1930s, it led to aggressive trade wars. In our view, common sense should prevail to stop politicians, including Donald Trump, from implementing such policies before a full-scale trade war ensues.

Petter Lundvik, Senior Economist | pelu16@handelsbanken.se

Monthly Macro Update — Politics take centre stage

US: Moment of truth for Trump
Eurozone: Strong finish to 2016 bodes well for 2017
Nordics: Drifting apart

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