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Sweden

Fast Comment Sweden — Housing prices in November: in line with expectations

  1. Small decrease in the monthly figure, but stable trend
  2. Similar trend for houses and tenant-owned apartments
  3. We expect a gradual stabilisation on the housing market

Helena Bornevall, Senior Economist | hebo12@handelsbanken.se

Macro Comment Sweden — As safe as houses?

We expect upward price pressure from strong employment and income conditions to counterbalance increased supply and rising borrowing costs, resulting in a stable price trend ahead. Housing starts are likely to continue falling next year, but we think it will stabilise thereafter, given the housing shortage and strong household finances. The high number of projects up for completion in 2019 could pose risks to prices and bring further pain to smaller developers, especially given limited scope to change regional focus or switch to rental accommodation. However, the relatively low importance of smaller developers to the wider economy should mean that any fallout is contained, in our view.

Helena Bornevall, Senior Economist | hebo12@handelsbanken.se

Fast Comment Sweden — November CPI not in tune with Riksbank's wishlist; we stick to our forecast for a February rate hike

  1. Inflation below Riksbank forecast for a second consecutive month
  2. Not in tune with the Riksbank’s view, unforgiving details
  3. With disappointing inflation, preference for a united board tips the scales to a February hike

Johan Löf, Senior Economist | jolo22@handelsbanken.se

Fast Comment Sweden — Preview: Housing prices in November

  1. Nothing new under the sun, it seems
  2. Many newly-produced homes for sale, meaning longer selling times and lowered prices
  3. Higher incomes and employment to stimulate housing prices

Helena Bornevall, Senior Economist | hebo12@handelsbanken.se

Fast Comment Sweden — Preview of November CPI: Riksbank target reached, but underlying inflation continues to frustrate

  1. Inflation stays below the Riksbank forecast...
  2. ...But outlook for 2019 remains positive, so will it matter?
  3. More risks than usual to this November-CPI?

Johan Löf, Senior Economist | jolo22@handelsbanken.se

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