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Tyska valet

Riksbank minutes with dovish tilt

Riksbank minutes: All participants basically concluded that Swedish inflation is rising but that more proof is needed showing Swedish inflation on a stable footing. The less dovish members, Ohlsson, Flodén, Skingsley signalled no immediate need to change course. Of the three, Flodén seems to be closer to argue in favour of an earlier rate hike, if signs of higher inflation continue to build. The doves are dovish and we don’t exclude that some may argue in favour of prolonging net QE into 2018. All in all, a dovish tilt.

En svensk unik budget

  • Regeringens budget är den mest kostsamma budgeten som lagts fram sedan 90-talets budgetsanering (i termer av effekt på sparandet i offentlig sektor) 
  • Den läggs fram under en högkonjunktur. Det normala är annars att man "sparar i ladorna" under en högkonjunktur för att ha medel att stimulera ekonomin i en lågkonjunktur...se och hör mer på EFN där Handelsbankens chefekonom Ann Öberg blir intervjuad av Petra Skoglund. Fler kommentare om budget i Svd här