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Markkinakatsaus — Viikko 47/2017

• Kiinan lokakuun data enteilee hitaampaa kasvua
• Ruotsin asuntojen hinnat laskussa lokakuussa

Janne Ronkanen, Senior Economist |

FX Pilot — We stick to our EURNOK forecast

The cooling Norwegian housing market is increasingly getting attention, and the heightened uncertainty is undermining the NOK. The decoupling of the NOK from higher oil prices is another factor adding to the uncertainty for the currency. Our main scenario is for a soft landing in the Norwegian housing market and that a '2-percent economy' should eventually result in a stronger NOK against the EUR. Our year-end target for the EURNOK remains at 9.30. In this report, we also investigate what will happen in the SEK market this year once the big pension flow in Sweden occurs on December 11. We find there is a good chance of more volatility.

Lars Henriksson, Strategist |

Markkinakatsaus — Viikko 46/2017

• Ruotsissa pelätään asuntokuplaa

Janne Ronkanen, Senior Economist |

Markkinakatsaus — Viikko 45/2017

• Republikaaneilla yhä haasteita verouudistuksen kanssa
• Fedin uusi pääjohtaja Powell edustaa jatkuvuutta

Tiina Helenius, Chief Economist Finland |