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Sweden

Fast Comment Sweden — Business sector production in October: Growth starts Q4 in surprisingly strong fashion

  1. Production growth rebound; a tentative pickup after bleak Q3
  2. Services revised upward and manufacturing appears robust
  3. Industrial orders add to our view that economic boom has more to give

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Negative growth in Q3 less of a concern that it might appear; expect a rebound in Q4

  1. GDP growth temporarily turned negative; outcome close to lower end of expectations range
  2. Weak headline GDP masks underlying strengths
  3. Will the Riksbank care? Perhaps. We stick with February hike

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Retail sales plummeted, but sentiment strong in decoupling from recent global tendency

  1. Pickup in manufacturing orders helps underpin economic sentiment
  2. Construction sector cooling as expected - no drama
  3. Puzzling drop in retail does not square with sector confidence

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Week ahead: negative GDP growth in third quarter? We think not, and near-term outlook is bright

  1. Strong economy, weak quarter
  2. Reasons to stay positive on third quarter growth...
  3. ...as well as the GDP outlook

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Aktuell ekonomi — Räntehöjningar trots lägre tillväxt

Vi håller fast vid att tillväxten i världen toppar i år, och räknar med en bredare konjunkturavmattning de kommande åren, som förstärks av att även USA bromsar in. Trots svagare utsikter och geopolitiska risker, som handelskrig och politisk oro, stiger fortfarande sysselsättningen. Även i Sverige ser vi en starkare arbetsmarknad och ett fortsatt gott konjunkturläge. Med allt tydligare tecken på att löner och inflation kommer att fortsätta stiga räknar vi med att centralbanker kommer gå vidare med normaliseringen av penningpolitiken. Likaså räknar vi med att Riksbanken inom kort höjer styrräntan för första gången på mer än sju år.

Christina Nyman, Head of Forecasting | chny09@handelsbanken.se

Fast Comment Sweden — Housing prices in October: trending somewhat higher

  1. Weak m-o-m, but stable trend in October
  2. Stronger trend in housing prices in Malmö
  3. Strong economy supporting the still fragile housing market

Helena Bornevall, Senior Economist | hebo12@handelsbanken.se