External broker reports, Nordea

Nordea

External broker reports

External broker reports(aggregated public sources)

Nordea is the bank in the Nordics dedicated to serving corporations and institutional customers. Our offering includes a diverse range of financing, cash management and payment services, investment banking, capital markets products, securities services and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

FX & Rates

<ul><li>In June, Norges Bank signalled that “it will likely be necessary to raise the policy rate further at one of the forthcoming monetary policy meetings”.</li><li>Based on the published rate path, our calculations suggested roughly a 50/50 probability that the next hike would come in August.</li><li>The key question ahead of next week’s meeting is therefore whether Norges Bank will raise rates or remain on hold.We are fairly confident that there will be no rate hike next week.</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.

In June, Norges Bank signalled that “it will likely be necessary to raise the policy rate further at one of the forthcoming monetary policy meetings”.Based on the published rate path, our calculations suggested roughly a 50/50 probability that the next hike would come in August.The key question ahead of next week’s meeting is therefore whether Norges Bank will raise rates or remain on hold.We are fairly confident that there will be no rate hike next week.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.

Norges Bank preview: Policy Rate Unchanged Next Week

<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

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)

Norges Bank preview: Policy Rate Unchanged Next Week

In June, Norges Bank signalled that “it will likely be necessary to raise the policy rate further at one of the forthcoming monetary policy...

Nordea

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

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

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