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Nordea

Nordea
External broker reports(aggregated public sources)

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bullishMacroeconomics
05 Dec 2025 16:22Broker

Swedish November flash inflation review: Below forecasts

CPIF inflationstood at 2.3% y/y andCPIF ex energyat 2.4% y/y in November. We saw CPIF ex energy at 2.6% and the Riksbank at 2.5%.Energy priceswere...

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bullishSEK
05 Dec 2025 05:29Broker

SEK Covered Monthly: November 2025

Issuance volumes in November were in line with their historical average. A total of SEK 28.3bn was issued, bringing the YTD aggregate to SEK 388.4bn.

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bearishMacroeconomics
04 Dec 2025 08:51Broker

Bonds & bold: Sell callables bonds!

While further tightening remains possible, current OAS levels fail to adequately compensate for the fundamental risks inherent in these complex...

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bullishMacroeconomics
04 Dec 2025 08:48Broker

Euro-area flash inflation: In support of unchanged ECB rates

The Euro-area flash inflation estimate for November remained close to the ECB’s target at 2% y/y, supporting an ECB that is on hold unless new...

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Nordea
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bullishMacroeconomics
02 Dec 2025 14:56Broker

Swedish November PMI: Hovering around 55

The manufacturing PMI fell to 54.6 in November, down from 55.0 in October. Details are better than the headline index suggests.

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Nordea
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