- 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
- The end of asset purchases is a fact
- Risks are still broadly balanced
- ECB delivered a vague dovish signal
- The two planned interest rate hikes in 2019 intact, while one hike is removed from the period 2020-21
- International factors pull down, while domestic factors pull slightly up
- We believe all hikes after 2019 eventually will be postponed