- Inflation remains far below Riksbank path, but no new surprises today
- Cases for both sides of the argument about hiking the policy rate or not
- Our main scenario is still a Riksbank hike in September
- Inflation expected well below Riksbank's forecast in last reading ahead of policy meeting
- Harder to disentangle the signal from the noise, but we forecast near-term rise in underlying inflation
- Worsening outlook for business sector output
- We expect the CPI-ATE at 2.5 percent in March, slightly down from 2.6 percent in February
- Norges Bank is expecting 2.6 percent
- Deviation not significant; we continue to expect the next rate hike to come in September
- Inflation eased marginally and underlying inflation appears to have remained muted
- Mopping up the package tour mess, part II: As expected, no rebound in travel prices
- Diminishing probability of Riksbank hike this year, but we maintain our forecast of a September move
- The CPI-ATE rose sharply to 2.6 percent in February, well above expectations
- We and consensus had 2.1 percent, Norges Bank 2.0 percent
- Important factor in the call for a rate hike at the upcoming policy rate meeting
- Inflation expected sideways at 2 percent, while underlying inflation stays muted
- Unusually large risks to February estimate, after broad range of downside surprises last month
- Mopping up the package tour mess, part II?