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>The Riksbank will keep policy rates unchanged at 1.75%, with no further cuts expected and a small probability of a hike in 4Q26.</li><li>The Swedish budget announcement of unfunded reforms totaling 120 billion in additional easing caused Swedish rates to rise and yield curves to adjust.</li><li>The Norges Bank surprised by cutting rates despite strong economic data, with markets pricing in further easing despite the bank's revised higher rate forecast.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Riksbank will keep policy rates unchanged at 1.75%, with no further cuts expected and a small probability of a hike in 4Q26.The Swedish budget announcement of unfunded reforms totaling 120 billion in additional easing caused Swedish rates to rise and yield curves to adjust.The Norges Bank surprised by cutting rates despite strong economic data, with markets pricing in further easing despite the bank's revised higher rate forecast.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: Scandi Central Banks and noisy UK politics

<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>Riksbank expected to stay on hold due to inflation moving along expected lines</li><li>Norges Bank has implicit easing bias but unlikely to deliver rate cuts based on incoming data</li><li>Bank of England keeps rates on hold with closer vote split, markets pricing in gradual rate cuts through early next year</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Riksbank expected to stay on hold due to inflation moving along expected linesNorges Bank has implicit easing bias but unlikely to deliver rate cuts based on incoming dataBank of England keeps rates on hold with closer vote split, markets pricing in gradual rate cuts through early next yearThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

European Rates: BoE and Scandi central bank roundup

<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

Sweden

The Swedish krona is the official currency of Sweden

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SEK (USDSEK CURNCY)

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.

At Any Rate

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

European Rates: BoE and Scandi central bank roundup

Central banks in Sweden, Norway, and the UK are expected to maintain their current interest rate levels, with market overpricing rate cuts and...

At Any Rate

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

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