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.

FX & Rates

<ul><li>Recent macro data has been robust, leading to upward revisions in growth forecasts</li><li>Fed expected to resume easing in September due to weakening US jobs market</li><li>Market pricing in further cuts for Norges Bank and Riksbank, with potential opportunities in NIBOR Euro spreads and Riksbank easing probabilities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent macro data has been robust, leading to upward revisions in growth forecastsFed expected to resume easing in September due to weakening US jobs marketMarket pricing in further cuts for Norges Bank and Riksbank, with potential opportunities in NIBOR Euro spreads and Riksbank easing probabilitiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>revised Fed call expects easing in September with four consecutive cuts</li><li>ECB in data watching mode, final cut expected in October</li><li>Sweden may see lower growth due to trade war impact, inflation to decrease in the autumn, risk of falling below 2% next year. Norway has solid growth outlook, inflation above two and a half percent, minimal exposure to trade war.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

revised Fed call expects easing in September with four consecutive cutsECB in data watching mode, final cut expected in OctoberSweden may see lower growth due to trade war impact, inflation to decrease in the autumn, risk of falling below 2% next year. Norway has solid growth outlook, inflation above two and a half percent, minimal exposure to trade war.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates, FX & Economics: Scandinavian macro, FX, and rates update

<ul><li>Concerns about US fiscal policy have pushed term premium higher in the US, leading to a steeper yield curve globally.</li><li>US-China tariff de-escalation and improved sentiment have reduced recession risks in the US, leading to higher GDP forecasts and reduced easing expectations from central banks.</li><li>In Sweden, GDP forecasts have been revised higher, with a 25 basis point rate cut expected from the Riksbank in June. Opportunities in Sweden include cautious long positions in duration.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Concerns about US fiscal policy have pushed term premium higher in the US, leading to a steeper yield curve globally.US-China tariff de-escalation and improved sentiment have reduced recession risks in the US, leading to higher GDP forecasts and reduced easing expectations from central banks.In Sweden, GDP forecasts have been revised higher, with a 25 basis point rate cut expected from the Riksbank in June. Opportunities in Sweden include cautious long positions in duration.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: Scandinavian interest rate update

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.

<ul><li>Länsförsäkringar Hypotek is issuing their new 7Y benchmark bond this week, likely already tomorrow.Last week Danske Hypotek issued their new 3012, printing at +49 asw with good demand.</li><li>The new LFHY 525 will be the longest bond om the benchmark curve making it less liquid than the 5y-segmenmt.</li><li>This does somewhat limit the number of eligible investors - however, with global risk sentiments having continued being decent the past weeks, we expect the LFHY 525 to be well received by asw buyers.</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.

Länsförsäkringar Hypotek is issuing their new 7Y benchmark bond this week, likely already tomorrow.Last week Danske Hypotek issued their new 3012, printing at +49 asw with good demand.The new LFHY 525 will be the longest bond om the benchmark curve making it less liquid than the 5y-segmenmt.This does somewhat limit the number of eligible investors - however, with global risk sentiments having continued being decent the past weeks, we expect the LFHY 525 to be well received by asw buyers.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.

SEK Covered: New 7-Year Benchmark from LF Hypotek

<ul><li>Comments on main events in the Swedish covered bond market.</li><li>PDF containing data and charts on SEK covered bond market activity and pricing.</li><li>Issuance picked up speed again in April after a slower March and February, led by new prints from Nordea and SEB.</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.

Comments on main events in the Swedish covered bond market.PDF containing data and charts on SEK covered bond market activity and pricing.Issuance picked up speed again in April after a slower March and February, led by new prints from Nordea and SEB.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

The Swedish krona is the official currency of Sweden

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SEK (USDSEK CURNCY)

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...

At Any Rate

Global Rates, FX & Economics: Scandinavian macro, FX, and rates update

Central banks are expected to adjust monetary policy in response to economic conditions, with the Fed projected to make consecutive rate cuts and...

At Any Rate

Global Rates: Scandinavian interest rate update

Various global economic factors, including US fiscal policy, trade tensions between the US and China, and monetary policies of central banks like...

At Any Rate

SEK Covered: New 7-Year Benchmark from LF Hypotek

Länsförsäkringar Hypotek is issuing their new 7Y benchmark bond this week, likely already tomorrow.Last week Danske Hypotek issued their new 3012,...

Nordea

SEK Covered Monthly: April 2025

Comments on main events in the Swedish covered bond market. PDF containing data and charts on SEK covered bond market activity and pricing.

Nordea

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