5 Things We Watch – PMIs, FX, Japan, Brazil, Inflation
Welcome to this week’s edition of ‘5 Things We Watch’, where we take you through 5 things that we have found particularly interesting in the past...
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Inflation Watch: Why Norway and the UK are the odd ones out on inflation
We have been banging the drum on soft inflation data in the US and in the Euro area for a while and we are currently seeing the very signs of that...
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Norway: When the Fax Change
Norway's election on 13 September is likely to yield a new coalition government containing members that favour a renegotiation of terms with the...
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Norway: Runway for September Lift-Off
The Norges Bank signals a Sep-21 rate hike on its high capacity utilisation view. Our relatively gloomy global view focuses later, so we do not...
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Norway: CPI Turns South
CPI inflation was 3.0% y-o-y in April, down from 3.1% in February and in line with both us and the consensus. The Norges Bank will be one of the...
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