Norway: NB Reaffirms H2 Hike Intention
The Norges Bank kept the policy rate unchanged at 0% and reiterated its view of an H2 rate hike. We see the risks skewed to a later hike, albeit...
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World Cup of Economic Growth
What if World Cup teams competed on the basis of economic growth? We answer this question by using a factor-based model that takes into account...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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Global Rates: Scandi Central Banks and noisy UK politics
- Riksbank keeps policy rates unchanged, market expects limited rate cuts and Norges bank cuts rates to support economy.
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Global Rates: Scandi Rates Outlook
Recent macro data has been strong, leading to upward growth forecasts, while the US job market weakens, increasing expectations for Fed easing in...
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