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Sweden

Aktuell ekonomi — Högtryck i svensk ekonomi – men svalare vindar väntar

Den svenska ekonomin är stark just nu, men mattas av framöver. Bostadsbyggandet växlar ned och så
småningom minskar draghjälpen från omvärlden. Konjunkturuppgången har bidragit till många fler jobb
och stigande inflation. Vi räknar därför med att Riksbanken kommer att börja höja styrräntan i december.

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Week ahead: rebound in orders no reason for over excitement

  1. Production growth trend starting to slow
  2. Construction sector weighs on otherwise healthy growth
  3. Boost to orders temporary; keep your eyes on the trend

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — GDP growth in the first quarter: sound start to the year, as the Swedish economy moves further into the boom

  1. GDP growth in line with expectations, but a downgrade to last year's data
  2. Healthy domestic demand, with consumption ever so steady
  3. We stick to our GDP forecast and our expectation for a Riksbank rate hike in December

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Sentiment indicators in May: Data digest shows increased dissonance among signals

  1. Buoyant overall sentiment, but subsector indicators a mixed bag
  2. No alarming threat to our GDP forecast, despite consumer confidence being weaker than expected
  3. Survey details reinforce our above-consensus forecast for inflation and expectation of a Riksbank rate hike

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Swedish economy in full swing...for now; preview of this week's key macro data

  1. Economy at full speed, GDP outcome is expected show (Wednesday)
  2. But leading indicators will continue to signal a dampening ahead (Tuesday)
  3. Wage increases keep rising in the latter phase of the global cycle (Wednesday)

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Unemployment in April

  1. Unemployment somewhat above expectations, but these are volatile monthly data
  2. If anything, our forecast now looks more likely to hold
  3. Peak employment growth behind us - we stick with our view that unemployment will not fall much further

Johan Löf, Senior Economist | jolo22@handelsbanken.se