Nordic & Swiss Economics Update Riksbank set to loosen further but tide will turn before long It seems very likely that the Riksbank will extend its bond purchase programme after it stepped up its dovish rhetoric and suggested that it might even cut the repo rate further. But given our... 27th October 2016 · 1 min read
Nordic & Swiss Central Bank Watch No need for the Riksbank to loosen policy further Inflation has undershot the Riksbank’s forecastssince it last met to set policy in September. Butwe expect inflation to rise again before long, andwith economic conditions strong there is lesspressure... 20th October 2016 · 1 min read
Nordic & Swiss Data Response Swedish Labour Force Survey (Sep.) September’s Swedish Labour Force Survey confirmed that the previous month’s poorresults were a one-off and highlights the tightness of the labour market. With firms’hiring intentions picking up in... 20th October 2016 · 1 min read
Nordic & Swiss Economic Outlook Policy divergences to favour Swedish krona The Nordic and Swiss economies’ reasonable economic performance, low public debt and stable political backdrop should help to maintain their safe haven status. But there will be some marked economic... 17th October 2016 · 1 min read
Europe Commercial Property Update Could Swedish industrial rents have reached a plateau? Buoyant occupier demand for logistics space in Sweden is being met by above-average levels of new supply. However, prime industrial rents in Stockholm will be driven upward as conversion of existing... 23rd September 2016 · 1 min read
Nordic & Swiss Economics Update Riksbank minutes suggest no extension of asset purchases The minutes of the Riksbank’s latest meeting revealed that at least half of the Executive Board thought that there is little need for the Bank to extend asset purchases beyond December. Indeed... 21st September 2016 · 1 min read
Europe Economics Update Riksbank minutes suggest no extension of asset purchases The minutes of the Riksbank’s latest meeting revealed that at least half of the Executive Board thought that there is little need for the Bank to extend asset purchases beyond December. Indeed... 21st September 2016 · 1 min read
Europe Data Response Swedish Consumer Prices (Aug.) Despite weaker-than-expected Swedish inflation in August, price pressures are set to increase in the coming months. And as higher inflation feeds through to inflation expectations, the Riksbank will... 13th September 2016 · 1 min read
Nordic & Swiss Data Response Swedish Consumer Prices (Aug. 16) Despite weaker-than-expected Swedish inflation in August, price pressures are set to increase in the coming months. And as higher inflation feeds through to inflation expectations, the Riksbank will... 13th September 2016 · 1 min read
Europe Economics Update Real rates in Sweden set to fall to 40-year low With the Riksbank on hold, rising inflation means that real interest rates in Sweden are set to dropto a 40-year low. Such an accommodative stance seems unnecessary given the sound economic outlook... 7th September 2016 · 1 min read
Nordic & Swiss Economics Update Real rates in Sweden set to fall to 40-year low With the Riksbank on hold, rising inflation means that real interest rates in Sweden are set to drop to a 40-year low. Such an accommodative stance seems unnecessary given the sound economic outlook... 7th September 2016 · 1 min read
Europe Data Response Swedish Consumer Prices (July) Swedish inflation unexpectedly reached a fresh four-year high in July. But inflation is still below the Riksbank’s target and it is too soon to rule out further policy action. 11th August 2016 · 1 min read
Nordic & Swiss Data Response Swedish Consumer Prices (Jul. 16) Swedish inflation unexpectedly reached a fresh four-year high in July. But inflation is still below the Riksbank’s target and it is too soon to rule out further policy action. 11th August 2016 · 1 min read
Europe Economics Update Swedish fundamentals stronger than Q2 GDP data suggest Sweden’s weak Q2 GDP growth rate is at odds with both the monthly economic data and the positive tone of recent surveys. As such, we suspect a decent rebound is on the cards for Q3. 2nd August 2016 · 1 min read
Nordic & Swiss Economics Update Swedish fundamentals stronger than Q2 GDP data suggest Sweden’s weak Q2 GDP growth rate is at odds with both the monthly economic data and the positive tone of recent surveys. As such, we suspect a decent rebound is on the cards for Q3. 2nd August 2016 · 1 min read
Europe Data Response Swedish GDP (Q2, 1st Estimate) The first estimate of Sweden’s GDP in Q2 was much weaker than expected, and the release also revealed a downward revision to growth in what was an already-soft Q1. 29th July 2016 · 1 min read
