External broker reports, Nordea

Nordea

External broker reports

External broker reports(aggregated public sources)

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Macroeconomics

<ul><li>The Minister of Finance has announced that the spring bill will contain reforms of SEK 11.5bn – thus reinforcing the expansionary stance.</li><li>The government will present its Spring budget bill for 2025 on Tuesday 15 April at 08.00 CET.</li><li>The government has so far announced detailed proposals amounting to SEK 7.9bn to be included in the Spring Bill. </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 Minister of Finance has announced that the spring bill will contain reforms of SEK 11.5bn – thus reinforcing the expansionary stance.The government will present its Spring budget bill for 2025 on Tuesday 15 April at 08.00 CET.The government has so far announced detailed proposals amounting to SEK 7.9bn to be included in the Spring Bill. 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.

<ul><li>The Riksbank lowered the policy rate by 25bp to 2.50% as widely expected.</li><li>According to the bank, “if the outlook for inflation and economic activity remains unchanged, the policy rate may be cut once again during the first half of 2025”.</li><li>First impression: Hawkish Policy rate: Cut to 2.50% Rate path: The rate path indicates a possibility of one more rate cut next year. The end-point at 2.25% in Q4 2027 (previous 2.25% in Q3 2027)</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 Riksbank lowered the policy rate by 25bp to 2.50% as widely expected.According to the bank, “if the outlook for inflation and economic activity remains unchanged, the policy rate may be cut once again during the first half of 2025”.First impression: Hawkish Policy rate: Cut to 2.50% Rate path: The rate path indicates a possibility of one more rate cut next year. The end-point at 2.25% in Q4 2027 (previous 2.25% in Q3 2027)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.

<ul><li>The headline ESI fell to 84.3 in December from 84.9 the previous month.</li><li>The ESI has been a good indicator for GDP growth during the past years and indicates that GDP will continue to fall.</li><li>As for the business sector, confidence deteriorated in the manufacturing industry and construction while there was an improvement for retailers and the service sector.</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 headline ESI fell to 84.3 in December from 84.9 the previous month.The ESI has been a good indicator for GDP growth during the past years and indicates that GDP will continue to fall.As for the business sector, confidence deteriorated in the manufacturing industry and construction while there was an improvement for retailers and the service sector.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.

Swedish Tendency Survey: Continued Contraction

<ul><li>In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays.</li><li>Reduced ECB buying and a rate hike pause while long-term inflation expectations rise suggest "risk-premium".</li><li>Tighter covered spreads=True</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 September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays.Reduced ECB buying and a rate hike pause while long-term inflation expectations rise suggest "risk-premium".Tighter covered spreads=TrueContent 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 rates weekly: Bond issuance about to level up

<ul><li>Home prices have stabilized and even rose somewhat in June m/m on a seasonality adjusted basis.</li><li>Home transactions are still low and supply of exisiting homes continues to build.</li><li>Lending growth for housing purpose continues to be at complete standstill.</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.

Home prices have stabilized and even rose somewhat in June m/m on a seasonality adjusted basis.Home transactions are still low and supply of exisiting homes continues to build.Lending growth for housing purpose continues to be at complete standstill.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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Sweden Spring Bill 2025 preview: Support

The Minister of Finance has announced that the spring bill will contain reforms of SEK 11.5bn – thus reinforcing the expansionary stance.

Nordea

Riksbank flash-comment: Hawkish cut

According to the bank, “if the outlook for inflation and economic activity remains unchanged, the policy rate may be cut once again during the...

Nordea

Swedish Tendency Survey: Continued Contraction

The Economic Sentiment Indicator (ESI) edged down in December. Price plans are sticky at elevated levels. The headline ESI fell to 84.3 in December...

Nordea

SEK rates weekly: Bond issuance about to level up

In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays. Reduced ECB buying and a rate hike pause...

Nordea

SEK covereds: Supply update July

Home prices have stabilized and even rose somewhat in June m/m on a seasonality adjusted basis. Home transactions are still low and supply of...

Nordea

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