External broker reports, Nordea

Nordea

External broker reports

External broker reports(aggregated public sources)

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FX & Rates

<ul><li>The US attack on Iran has led to renewed increases in oil and gas prices.</li><li>Iran controls the Strait of Hormuz, through which a large share of the oil and gas produced in the Middle East is transported every day.</li><li>The strait accounts for roughly 20% of global oil supply.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The US attack on Iran has led to renewed increases in oil and gas prices.Iran controls the Strait of Hormuz, through which a large share of the oil and gas produced in the Middle East is transported every day.The strait accounts for roughly 20% of global oil supply.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The recent NOK strengthening may prove temporary

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioning themselves in the current market.</li><li>As with every other rally, retail investors end up blindly following the big players, and long risk might very well be the play to make as flows from ETFs and retail investors continue to lift markets.</li><li>And with that in mind, we have spiced up today’s version, moving away from the CFTC report and instead trying to have a look at what various surveys are telling us about the current market.</li></ul>

Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioning themselves in the current market.As with every other rally, retail investors end up blindly following the big players, and long risk might very well be the play to make as flows from ETFs and retail investors continue to lift markets.And with that in mind, we have spiced up today’s version, moving away from the CFTC report and instead trying to have a look at what various surveys are telling us about the current market.

Positioning Watch – The Goldilocks Scenario is Intensifying

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Rent has increased more than expected, leading to higher inflation</li><li>Core inflation in Norway is running above forecast, keeping policy on hold through 2026</li><li>In Sweden, near term inflation risks are skewed to the downside, potentially leading to a cut by the Riksbank</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rent has increased more than expected, leading to higher inflationCore inflation in Norway is running above forecast, keeping policy on hold through 2026In Sweden, near term inflation risks are skewed to the downside, potentially leading to a cut by the RiksbankThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

European Rates: Scandinavian rate outlook – a long winter hibernation

<ul><li>This analysis examines a range of NOK transactions to assess how the Norwegian krone has developed over time.</li><li>A large number of participants buy and sell NOK in the foreign exchange market every day.</li><li>However, there is no comprehensive overview of all transactions.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

This analysis examines a range of NOK transactions to assess how the Norwegian krone has developed over time.A large number of participants buy and sell NOK in the foreign exchange market every day.However, there is no comprehensive overview of all transactions.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Structural Flows Turning NOK-Positive Now

<ul><li>The Norwegian and Swedish currencies are trading at historically weak levels against the euro.</li><li>We discuss the underlying drivers and highlight that interest rate differentials are often given too much weight.</li><li>We expect a stable NOKSEK ahead. Introductory summary – strong economies with “weak” currencies Norway can in many respects be considered one of the world’s strongest economies. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The Norwegian and Swedish currencies are trading at historically weak levels against the euro.We discuss the underlying drivers and highlight that interest rate differentials are often given too much weight.We expect a stable NOKSEK ahead. Introductory summary – strong economies with “weak” currencies Norway can in many respects be considered one of the world’s strongest economies. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sweden and Norway: Persistent currency weakness

Norway

The Norwegian krone is the official currency of the Kingdom of Norway.  The US dollar is the official currency of the United States of America.

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NOK (USDNOK CURNCY)

The recent NOK strengthening may prove temporary

Iran controls the Strait of Hormuz, through which a large share of the oil and gas produced in the Middle East is transported every day.

Nordea

Positioning Watch – The Goldilocks Scenario is Intensifying

Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioned

Steno Research

European Rates: Scandinavian rate outlook – a long winter hibernation

Inflation in Norway is higher than expected, leading the Norges Bank to keep policy on hold through 2026, while Sweden may see a potential cut in...

At Any Rate

Structural Flows Turning NOK-Positive Now

This analysis examines a range of NOK transactions to assess how the Norwegian krone has developed over time.A large number of participants buy and...

Nordea

Sweden and Norway: Persistent currency weakness

We expect a stable NOKSEK ahead. Introductory summary – strong economies with “weak” currencies Norway can in many respects be considered one of...

Nordea

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)