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bearishMacroeconomics
02 Mar 2024 09:41Broker

Swedish Q4 GDP: Stagnation

GDP has contracted three consecutive quarters up to and including Q4. The outcome was nevertheless somewhat better than feared.

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bearishNOK
02 Mar 2024 09:39Broker

NOK Update: Sideways for now

Today’s announcement did not move the NOK which confirms that NOK sales have moved into the background.Lately, interest rates have been the main...

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bearishMacroeconomics
02 Mar 2024 09:38Broker

NO CPI Preview: Food prices lead the way

The data will be published on Monday 11 March at 8AM CET.The main factor for our view of lower core inflation is a lesser rise in food prices this...

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bullishMacroeconomics
02 Mar 2024 09:37Broker

ECB Watch: Not on the Verge of Cutting Yet

Next week’s ECB meeting is likely to feature another round of downward inflation forecasts, but given the ECB’s willingness to wait for more labour...

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bearishMacroeconomics
29 Feb 2024 22:29Broker

Foreign selling of callable bonds in January and households reduce in bullets

It’s my impression that the current level is driven by investors with an outright focus on the yield and the curve more than the pure alpha in the...

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