- Norges Bank hikes the policy rate to 1,00 percent and brings next hike forward
- Domestic activity and NOK pulling up while international factors and wage growth pulling down
- Norges Bank moves closer to our expectation
- Housing prices sideways in February; Oslo up 0.3 percent (seasonally adjusted)
- Prices have risen faster than assumed by Norges Bank over the last few months
- Supports our case for a rate hike in March
- Valutareserven ventes at være faldet med ca. 4 mia. kr. i januar som følge af fortsat - om end mere begrænset - intervention fra Nationalbanken
- Industriproduktionen ventes at være faldet med 1,5% m/m i december
- Vareeksporten ventes at være faldet med 2% m/m i december, mens vi venter en lille stigning i importen
- Unemployment at 2.6/2.4 percent, unadjusted/seasonally adjusted
- In line with Norges Bank’s and our expectation
- Neutral to the key policy rate path
- Policy rate unchanged at 0.75%; QE program also unchanged
- BoE says future monetary policy will depend on Brexit and could be in either direction
- We believe Brexit will force the BoE to stay on hold for the next two years
- Dovish hike, but the Riksbank board is not unified in its decision
- Krona strengthens after opinions were split ahead of the December announcement
- We change our forecast to 0.0 percent at year-end 2019; risk for no hike at all