Tip: To personalise the research list, click the gear symbol above.

Choose type:


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 |

Fast Comment Sweden — Housing prices in December

  1. Housing prices decreased by 2.5 percent y-o-y
  2. High supply, but sales activity has not dropped
  3. Soft landing for the housing market

Helena Bornevall, Senior Economist |

Fast Comment Sweden — Inflation in December

  1. Inflation marginally below the Riksbank's forecast, but only due to volatile components
  2. Package tours and, to some extent, airfares disappoint; prices for core services remain buoyant
  3. Outcome does not affect outlook for Riksbank policy, in our view

Johan Löf, Senior Economist |

Fast Comment Sweden — Preview of December inflation and November business sector production

  1. CPIF inflation to stay at the 2 percent target in December, slightly above market expectations
  2. Clothing and shoe prices on a miserable run, but expected to have ended last year on positive note
  3. Faster European growth one factor behind expected acceleration in November business sector production

Johan Löf, Senior Economist |

Fast Comment Sweden — Riksbank monetary policy decision: A dovish end to QE, as expected

  1. The end of QE - but the Riksbank will be very active in the bond market in 2018 and 2019
  2. Dovish communication did not include a change in the repo rate forecast, but we stick to our forecast for a September hike
  3. Reservations against the aggressive reinvestment plan

Johan Löf, Senior Economist |

Fast Comment Sweden — Housing prices in November

  1. Steeper price decline in November
  2. Higher supply of flats for sale
  3. Calmer developments ahead, in our view

Helena Bornevall, Senior Economist |