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Sweden

Fast Comment Sweden — May unemployment and preview of June sentiment indicators

  1. Unemployment trending down - we consider revising down forecast once again
  2. June sentiment indicators expected to support our forecast for an orderly cooling down of GDP
  3. Inflation expectations among consumers will continue to rise

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Global Macro Comment — The lay of "The Land"

What do we really know about inflation? The state of the art was recently laid out by top academics and central bank economists at the "Inflation: Drivers & Dynamics" conference, held at the Federal Reserve Bank of Cleveland. In this comment we give a first-hand account of what was discussed in "The Land". The conference gave greater insight into the anchoring of inflation expectations at central banks' targets, mixed with a new understanding of inflation fundamentals. Change is often hard work, but policymakers would be smart to embrace these latest insights.

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Housing prices in May

  1. Housing prices increased slightly; closely in line with expectations
  2. Overall turnover has slowed, but the number of houses sold was rather in line with last year
  3. Step by step, housing prices appear to be stabilising

Helena Bornevall, Senior Economist | hebo12@handelsbanken.se

Fast Comment Sweden — May inflation above Riksbank target as positive energy price trend continues

  1. Inflation in line with expectations, and will rise further in June
  2. The energy price rise is no longer a temporary nuisance for the Riksbank
  3. Another sign that the Riksbank will indeed hike its policy rate in December

Johan Löf, Senior Economist | jolo22@handelsbanken.se