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Macro Forecast

Monthly Macro Update — Stimulus quickly trumped by overheating

US: Low unemployment implies limited room for expansion
Eurozone: Weak growth points to further policy stimulus
The Nordics: Labour market mismatch keeps Nordic unemployment high

Ann Öberg, Chief Economist | anob04@handelsbanken.se

Monthly Macro Update — The fog of uncertainty persists

US: A new Fed pace of 25bp per year
Eurozone: Brexit cements modest growth further ahead
Sweden: Rapid growth deceleration expected to end
Featured themes: Brexit in motion and European banks

Jimmy Boumediene, Head of Forecasting | jibo01@handelsbanken.se

Monthly Macro Update — At a crossroads

US: Next rate increase likely in September
Eurozone: Consumption as good as it gets
United Kingdom: What will happen after June 23?
Sweden: The door may be open for a rise in domestic inflation

Ann Öberg, Chief Economist | anob04@handelsbanken.se

Monthly Macro Update — Currency tug of war continues

US: Fed surprised by strong data, rate hike likely in June
Eurozone: Oops, they did it again
Emerging markets: A diverse bunch coping with China's worries
Sweden: Domestic demand to remain the driver of GDP growth
Commodities: A glimmer of hope for commodities

Monthly Macro Update — Global markets despair

US: No rate hike in March, Fed likely to wait until June
Eurozone: Bank troubles brewing again
Emerging markets: Financial concerns
Sweden: Full speed into a boom economy
Oil market: Short-term upside, long-term crude oil price downside

Monthly Macro Update — All eyes on China

US: Policy shift boosts credibility of forward guidance
Eurozone: Weak inflation will prod ECB into further action
Emerging markets: China fears probably overblown but EM being hurt anyway
Sweden: Riksbank pondering the merits of intervention