MTS Logo

MTS Insights
Global Global / Danske Bank

Danske Bank Research

Commentary Macro

About

Source
Danske Bank
Source Link
https://research.danskebank.com/
Region
Global

Publications

939

Bank of England Review - On hold as hawkish arguments remain scarce

Jun 18, 2026
Open

Riksbank review - Small hawkish adjustment

Jun 17, 2026
Open

Sweden: Inflation forecast CPIF with constant taxes 2.6% in May

Jun 17, 2026
Open

Research US - Fed review: As committed as ever

Jun 17, 2026
Open

China Flash - Two-speed divergence increases as consumption falters

Jun 16, 2026
Open

China - Virtual China Tour - webinar with Mr. Simon Lichtenberg, 17 June, 10.00-11.00 CEST

Jun 16, 2026
Open

ECB Review: A robust hike, one more to come

Jun 11, 2026
Open

Spending Monitor - Spending rebounded in May despite energy headwinds

Jun 11, 2026
Open

China Headlines: Export engine still robust, CNY strength continues, stocks under pressure

Jun 10, 2026
Open

Global Inflation Watch - Energy shock propagating at normal speed

Jun 10, 2026
Open

Geopolitical Radar Extra: Stray Drones Scare Europe

Jun 09, 2026
Open

Bank of England Preview - On hold amid growing policy divide

Jun 08, 2026
Open

Research China - Navigating through new headwinds

Jun 08, 2026
Open

Research US - Nominal growth heats up

Jun 05, 2026
Open

Research Euro Area - Lower growth and higher inflation

Jun 04, 2026
Open

Swedish Inflation - May Flash CPI

Jun 04, 2026
Open

Market Movers - 8-19 June 2026

Jun 04, 2026
Open

Weekly Focus - Rate hikes coming from the big central banks

Jun 04, 2026
Open

Euro Area Macro Monitor - Momentum fades as energy shock bites

Jun 04, 2026
Open

ECB Preview - And so, the hiking begins

Jun 04, 2026
Open

Nordic Outlook - Ripple effects from the Strait

Jun 03, 2026
Open

Executive Briefing - Lack of clarity on oil situation and its inflation effect

Jun 03, 2026
Open

Research Sverige - Fortsatt aterhamtning trots storre risker

Jun 03, 2026
Open

Research Danmark - Halvmat vaekst under skinnende overflade

Jun 03, 2026
Open

Research Norge - Vekstutsiktene svekkes

Jun 03, 2026
Open

Boligbrief - maj 2026

Jun 03, 2026
Open

Danske Banks Boprisindikator - Tillfallig utplaning av bostadspriserna i maj

Jun 01, 2026
Open

Sweden Inflation Forecast - 29 May 2026

May 29, 2026
Open

Market Movers - 1-5 June 2026

May 29, 2026
Open

Weekly Focus - Optimism around Iran deal lifts market sentiment

May 29, 2026
Open

Invitation Webinar: Okonomiske udsigter fra Danske Bank - 3. juni kl. 13:00 - 13:30

May 28, 2026
Open

China Headlines - Huawei chip breakthrough, profit growth picks up, CNY strength continues

May 27, 2026
Open

Market Movers - 26-29 May 2026

May 25, 2026
Open

Weekly Focus - The Fed on course for rate hikes

May 22, 2026
Open

Sweden: Inflation forecast - Low inflation now, gradually rising prices ahead

May 21, 2026
Open

Research US - Research US - Fed update: Strong nominal macro warrants tightening bias

May 21, 2026
Open

China Flash - Data shows broad based weakness in April

May 18, 2026
Open

Riksbank Minutes - May 2026

May 13, 2026
Open

Research US-China - Xi-Trump meeting preview: We expect no game changers

May 12, 2026
Open

Spending Monitor - Spending broadly unaffected by higher fuel prices

May 12, 2026
Open

Research Danmark: De fleste forsvarsindkob gar til danske virksomheder

May 12, 2026
Open

Global Inflation Watch - Shelter inflation boosts US CPI in April

May 12, 2026
Open

Weekly Focus - Higher hopes of Hormuz harmony

May 08, 2026
Open

Market Movers - 11-22 May 2026

May 08, 2026
Open

Geopolitical Radar: The Devil is In the Details

May 08, 2026
Open

Riksbank review - Unchanged at 1.75% with a 'wait-and-see' approach; New Riksbank call - Hikes in September and December

May 07, 2026
Open

Swedish Inflation - April Flash CPI

May 06, 2026
Open

China Headlines - Beginning of the end of the domestic slump, Xi-Trump meeting coming up

May 05, 2026
Open

Euro Area Macro Monitor - Balancing higher inflation with weaker growth

May 05, 2026
Open

Sweden: Inflation forecast - Eventful week with Riksbank rate decision and April flash CPI

May 04, 2026
Open

Executive Briefing - Slower growth and higher inflation

May 04, 2026
Open

Danske Banks Boprisindikator - 4 May 2026

May 04, 2026
Open

Two months of Strait of Hormuz closure - are markets too calm? Wednesday 6 May 2026 at 10.00 - 10.30 CEST

May 04, 2026
Open

Boligbrief - april 2026

May 04, 2026
Open

Market Movers - 4-8 May 2026

May 01, 2026
Open

Weekly Focus - Steady central banks weigh their options

May 01, 2026
Open

China Flash - PMIs still robust as manufacturing and exports stay strong

Apr 30, 2026
Open

ECB Review - An ocean of uncertainty

Apr 30, 2026
Open

Bank of England Review - Active hold and no pushback on hawkish pricing

Apr 30, 2026
Open

Research US - Fed review: Not quite done yet

Apr 29, 2026
Open

Research US - Fed preview: In a waiting mode

Apr 27, 2026
Open

Bank of England Preview - On hold amid solid macro data

Apr 24, 2026
Open

ECB Preview - No rush before summer hikes

Apr 24, 2026
Open

Weekly Focus - A lot of talk but little progress

Apr 24, 2026
Open

Market Movers - 27 April - 1 May 2026

Apr 24, 2026
Open

China - Teams call: 2026 Virtual China Tour - Mr. Robert Wu, 2 June 2026, 10:00 - 11:00 CEST

Apr 21, 2026
Open

Market Movers - 20-24 April 2026

Apr 17, 2026
Open

Weekly Focus - Markets calming on peace hopes

Apr 17, 2026
Open

Sweden: Inflation forecast - Downside surprise in March and updated Riksbank call

Apr 17, 2026
Open

China Flash - Robust GDP and rays of light in housing, consumption still weak

Apr 16, 2026
Open

China Headlines - Solid exports and end to deflation, rising Chinese role in Iran war diplomacy

Apr 15, 2026
Open

Spending Monitor - March spending defies rising energy prices

Apr 13, 2026
Open

Weekly Focus - Markets remain on edge with fragile ceasefire in force

Apr 10, 2026
Open

Global Inflation Watch: Headline inflation higher but no lift to core inflation

Apr 10, 2026
Open

Geopolitical Radar: Pause, Not Peace

Apr 10, 2026
Open

Market Movers - 13-17 April 2026

Apr 10, 2026
Open

Inflation forecast - Sweden - 1 April 2026

Apr 01, 2026
Open

Danske Banks Boprisindikator - 31 March 2026

Mar 31, 2026
Open

China Headlines - Profits jump higher ahead of war, Xi-Trump meeting set for mid-May

Mar 27, 2026
Open

Market Movers - 30 March - 10 April 2026

Mar 27, 2026
Open

Weekly Focus - ECB on course for rate hikes

Mar 27, 2026
Open

Riksbank Minutes - March 2026

Mar 25, 2026
Open

Weekly Focus - Sustained supply shock spurs hawkish repricing

Mar 20, 2026
Open

Inflation Scenario - Sweden

Mar 20, 2026
Open

Market Movers - 23-27 March 2026

Mar 20, 2026
Open

ECB Review: ECB remains calm; receive April meeting

Mar 19, 2026
Open

Bank of England Review - On hold in rare consensus decision

Mar 19, 2026
Open

Research US - Fed review: Staying humble

Mar 18, 2026
Open

China Flash - Rays of light in housing, exports still main driver of growth

Mar 16, 2026
Open

Research US - Fed preview: Holding a steady hand

Mar 16, 2026
Open

Sweden inflation forecast - 13 March 2026

Mar 13, 2026
Open

Inflation Forecast Sweden - 13 March 2026

Mar 13, 2026
Open

Bank of England Preview - Cutting cycle on pause

Mar 13, 2026
Open

Weekly Focus - Market pricing turned upside down ahead of big central bank week

Mar 13, 2026
Open

Market Movers - 16-20 March 2026

Mar 13, 2026
Open

ECB Preview - Hot war, cool heads?

Mar 13, 2026
Open

Geopolitical Radar: Returning to normalcy in SOH will be hard

Mar 12, 2026
Open

Global Inflation Watch - Long-term expectations still stable despite the war

Mar 12, 2026
Open

Spending Monitor - Cold weather chills February spending momentum

Mar 11, 2026
Open

Euro Area Macro Monitor - Solid macro momentum before the war in Iran

Mar 11, 2026
Open

Research China - More of the same

Mar 09, 2026
Open

Research US - On a structurally cooling trend

Mar 06, 2026
Open

Weekly Focus - Modest reaction to large conflict

Mar 06, 2026
Open

Market Movers - 9-13 March 2026

Mar 06, 2026
Open

Research Euro Area - Cruising along

Mar 05, 2026
Open

Swedish Inflation - February Flash CPI

Mar 05, 2026
Open

Research China - China lowers growth target and allows for more structural adjustments

Mar 05, 2026
Open

Research Danmark - Mere maerkbar vaekst

Mar 04, 2026
Open

Executive Briefing - Conflict in Middle East should not derail growth

Mar 04, 2026
Open

Research Sverige - Varvindar

Mar 04, 2026
Open

Research Norge - Veksten tar seg opp

Mar 04, 2026
Open

Nordic Outlook - Green shoots

Mar 04, 2026
Open

Boligbrief - februar 2026

Mar 04, 2026
Open

Danske Banks modelfamilie - Mere luft i budgettet - ogsa loftet af fodevarecheck

Mar 04, 2026
Open

Danske Banks Boprisindikator - 2 March 2026

Mar 02, 2026
Open

Webinar: Middle East in flames: What to expect next? | Tuesday 3 March 13.00 - 13.30 CET (Teams meeting)

Mar 02, 2026
Open

Weekly Focus - Lingering tension

Feb 27, 2026
Open

Market Movers - 27 February 2026

Feb 27, 2026
Open

Sweden inflation forecast - 26 February 2026

Feb 26, 2026
Open

US Labour Market Monitor - Short-term stability but with structural challenges

Feb 25, 2026
Open

China Headlines: Tariff chaos ahead of annual NPC Congress next week, PPI shows easing deflationary pressure

Feb 24, 2026
Open

Webinar TODAY | US-Iran tensions hit new high - what are the scenarios and market implications? | Tuesday 24 February 13.00 - 13.30 CET (Teams meeting)

Feb 24, 2026
Open

Weekly Focus - Geopolitics steals the spotlight again

Feb 20, 2026
Open

January inflation in Sweden - Review

Feb 20, 2026
Open

Webinar | US-Iran tensions hit new high - what are the scenarios and market implications? | Tuesday 24 February 13.00 - 13.30 CET (Teams meeting)

Feb 20, 2026
Open

Market Movers - 23-27 February 2026

Feb 20, 2026
Open

Markedspladsen podcast - Hoj jobvaekst i USA, men dollar stadig under pres

Feb 13, 2026
Open

Spending Monitor - Higher January spending marks a solid start to 2026

Feb 13, 2026
Open

Market Movers - 16-20 February 2026

Feb 13, 2026
Open

Global Inflation Watch - Signs of cooling services inflation

Feb 13, 2026
Open

Weekly Focus - US job market finally recovers

Feb 13, 2026
Open

Webinar: US and China update ahead of Xi-Trump summit | Tuesday 17 March 2026 at 9.30 - 10.15 CET (Teams meeting)

Feb 12, 2026
Open

Geopolitical Radar: One Eye on Munich, Another One on Iran

Feb 10, 2026
Open

Euro Area Macro Monitor - Strong growth, weak inflation

Feb 10, 2026
Open

Market Movers - 9-13 February 2026

Feb 06, 2026
Open

Swedish Inflation - January Flash CPI

Feb 06, 2026
Open

Weekly Focus - ECB holds rates steady amid inflation falling below target

Feb 06, 2026
Open

ECB Review - Accentuate the positive

Feb 05, 2026
Open

Bank of England Review - Dovish outlook suggests more cuts

Feb 05, 2026
Open

Boligbrief - januar 2026

Feb 04, 2026
Open

Riksbank Minutes - January 2026

Feb 04, 2026
Open

China Headlines - PMIs mixed, stocks lower, Xi stresses CNY internationalisation, purge of generals suggest no imminent invasion of Taiwan

Feb 02, 2026
Open

Danske Banks Boprisindikator - Mycket talar for fortsatta prisuppgangar under 2026

Feb 02, 2026
Open

Executive Briefing - Macro outlook improves despite the geopolitics

Feb 02, 2026
Open

Market Movers - 2-6 February 2026

Jan 30, 2026
Open

Weekly Focus - USD slide continues

Jan 30, 2026
Open

ECB Preview - Stronger euro? No problem

Jan 30, 2026
Open

Inflation Forecast Update Sweden - 29 January 2026

Jan 29, 2026
Open

German Fiscal Tracker - Public investments in 2025 fell 25% short of target

Jan 29, 2026
Open

Riksbank review: January 2026 - Unchanged at 1.75% as expected and 'on hold' from here

Jan 29, 2026
Open

Research US - Fed review: Balanced and optimistic

Jan 28, 2026
Open

Bank of England Preview - More disinflation needed for divided MPC to cut again

Jan 26, 2026
Open

Weekly Focus - A week of politics moving markets

Jan 23, 2026
Open

Market Movers - 26-30 January 2026

Jan 23, 2026
Open

Research US - Fed preview: Temporary pause on rate cuts

Jan 23, 2026
Open

Recording | Tariff threats against Europe over Greenland - what are the potential effects on the economy and markets

Jan 20, 2026
Open

Webinar - Tariff threats against Europe over Greenland - what are the potential effects on the economy and markets?

Jan 19, 2026
Open

China Flash - No end in sight to weak domestic demand

Jan 19, 2026
Open

Market Movers - 19-23 January 2026

Jan 16, 2026
Open

Weekly Focus - Walking on thin ice

Jan 16, 2026
Open

Inflation Forecast Update Sweden - 15 January 2026

Jan 15, 2026
Open

Spending Monitor - December spending momentum slows after Black Friday surge

Jan 13, 2026
Open

Global Inflation Watch - Euro area inflation expectations continue to decline

Jan 13, 2026
Open

Weekly Focus - Focus remains on geopolitics

Jan 09, 2026
Open

Euro Area Macro Monitor - 2025 ends with a solid growth momentum

Jan 09, 2026
Open

Geopolitical Radar: What's Next After US Assault on Venezuela?

Jan 09, 2026
Open

Danske Banks Boprisindikator - Ljusning infor 2026 efter ett ar av kraftgang

Jan 08, 2026
Open

China Headlines: US-China relations take a hit after Venezuela raid, PMIs recover, CNY strengthening continues

Jan 08, 2026
Open

Boligbrief - december 2025

Jan 08, 2026
Open

Flash Comment Denmark - Greenland has only limited impact of the Danish economy

Jan 07, 2026
Open

Executive Briefing - Volatile politics, steady economies

Jan 07, 2026
Open

The outlook for the new 10Y benchmark relative to the potential issuance from KBN and Munis

Jan 05, 2026
Open

December Inflation Preview Sweden - 2 January 2026

Jan 02, 2026
Open

Weekly Focus: ECB more optimistic on growth outlook

Dec 19, 2025
Open

Market Movers - 22 December 2025 - 9 January 2026

Dec 19, 2025
Open

Bank of England review - Split committee cuts Bank Rate

Dec 18, 2025
Open

Global Inflation Watch - Diverging inflation trends

Dec 18, 2025
Open

ECB Review - In an even better place

Dec 18, 2025
Open

Riksbank review - December 2025: On hold at 1.75% as expected - Baby steps with the rate path

Dec 18, 2025
Open

Webinar - where is China heading? Thursday, 29 January, 10.00-11.30 CET

Dec 15, 2025
Open

China Flash - Even more weakness in domestic demand

Dec 15, 2025
Open

November Inflation Review Sweden - 12 December 2025

Dec 12, 2025
Open

Market Movers - 15-19 December 2025

Dec 12, 2025
Open

Bank of England Preview - Slowdown paves way for rate cut

Dec 12, 2025
Open

Weekly Focus - A cut, a hike and a hold

Dec 12, 2025
Open

ECB Preview: Hold on, we're not hiking

Dec 11, 2025
Open

Spending Monitor - Black Friday boosts retail momentum

Dec 11, 2025
Open

Research US - Fed review: Not-so hawkish cut

Dec 10, 2025
Open

Geopolitical Radar: US National Security Focus Shifts to Western Hemisphere

Dec 10, 2025
Open

China Headlines - Stimulus signal disappoints, Nvidia gets go on H200 chips for China, trade surplus adds to trade frictions

Dec 10, 2025
Open

Euro Area Macro Monitor - Southern Europe outshines in growth and public finances

Dec 08, 2025
Open

Research China - A two-speed economy

Dec 08, 2025
Open

Weekly Focus - US to cut rates despite high inflation

Dec 05, 2025
Open

Market Movers - 8-12 December 2025

Dec 05, 2025
Open

Research US - Fed preview: Hawkish cut is the consensus choice

Dec 05, 2025
Open

Research US - Cyclically strong, structurally weaker

Dec 05, 2025
Open

Boligbrief - november 2025

Dec 04, 2025
Open

Research Euro Area - Growth engine running on more cylinders

Dec 04, 2025
Open

Executive Briefing: Stable euro area and US question marks

Dec 03, 2025
Open

Research Norge - Ingen okt optimisme etter rentekuttene

Dec 03, 2025
Open

Research Sverige - Ratt riktning

Dec 03, 2025
Open

Research Danmark - Forbrug centralt for de naeste ars vaekst

Dec 03, 2025
Open

Nordic Outlook - Cruising at modest speed

Dec 03, 2025
Open

Danske Banks modelfamilie - Udsigt til endnu et ar med mere luft i budgettet

Dec 03, 2025
Open

China Flash - PMIs point to the need for new stimulus

Dec 01, 2025
Open

Danske Banks Boprisindikator - Tillfallig nedgang for bostadspriserna i november

Dec 01, 2025
Open

Weekly Focus - Weaker US data and euro area inflation

Nov 28, 2025
Open

Market Movers - 1-5 December 2025

Nov 28, 2025
Open

November Inflation Preview Sweden - 28 November 2025

Nov 28, 2025
Open

China Headlines - Xi-Trump call touches on Taiwan, China-Japan crisis worst in over a decade, rumours of new housing stimulus

Nov 25, 2025
Open

Market Movers - 24-28 November 2025

Nov 21, 2025
Open

Weekly Focus - Fears of an AI bubble top the agenda

Nov 21, 2025
Open

US Labour Market Monitor - Calm before the storm?

Nov 20, 2025
Open

October Inflation Review Sweden - 18 November 2025

Nov 18, 2025
Open

October Inflation Review Sweden

Nov 18, 2025
Open

Market Movers - 17-21 November 2025

Nov 14, 2025
Open

China Flash - Housing crisis continues to weigh on consumption

Nov 14, 2025
Open

Weekly Focus: Looking towards post-shutdown US data

Nov 14, 2025
Open

Riksbank Minutes - November 2025

Nov 11, 2025
Open

Spending Monitor - Retail spending is struggling

Nov 11, 2025
Open

Market Movers - 10-14 November 2025

Nov 07, 2025
Open

Weekly Focus - Rising US job cuts add uncertainty to markets

Nov 07, 2025
Open

Bank of England Review - Dovish hold

Nov 06, 2025
Open

Geopolitical Radar - Venezuela in Focus

Nov 06, 2025
Open

Boligbrief - oktober 2025

Nov 06, 2025
Open

Riksbank review - November 2025: On hold at 1.75% as expected - repeating September message

Nov 05, 2025
Open

Euro Area Macro Monitor - Better than expected growth

Nov 05, 2025
Open

Executive Briefing - The Fed is not in a hurry to cut rates

Nov 03, 2025
Open

China Flash - PMIs weaker but noise from Trump's 100% tariff threat

Nov 03, 2025
Open

Weekly Focus - Trade tensions move to the background again

Oct 31, 2025
Open

October Inflation Preview Sweden - 31 October 2025

Oct 31, 2025
Open

Bank of England Preview - Softer inflation opens door for more easing

Oct 31, 2025
Open

Market Movers - 3-7 November 2025

Oct 31, 2025
Open

Danske Banks Boprisindikator - 31 oktober 2025

Oct 31, 2025
Open

US-China trade - Xi and Trump put a lid on trade tensions once again

Oct 30, 2025
Open

ECB Review - Abated downside growth risks

Oct 30, 2025
Open

Research US - Fed review: Hawkish cut

Oct 29, 2025
Open

Research UK - Autumn Statement will be key for UK markets

Oct 29, 2025
Open

Weekly Focus - A cut in the dark

Oct 24, 2025
Open

ECB Preview - In a good place but ready to act

Oct 24, 2025
Open

Market Movers - 27-31 October 2025

Oct 24, 2025
Open

China Flash - New Five-Year Plan another stepping stone to become tech super power

Oct 23, 2025
Open

Market Movers - 20-24 October 2025

Oct 20, 2025
Open

Inflation forecast update Sweden - October 2025

Oct 20, 2025
Open

Weekly Focus - Market jitters on new US regional banking worries

Oct 17, 2025
Open

US-China Trade: New trade escalation turns focus to Xi-Trump meeting

Oct 13, 2025
Open

Weekly Focus - France to get yet another Prime Minister

Oct 10, 2025
Open

Spending Monitor - No spending growth in September

Oct 10, 2025
Open

Market Movers - 13-17 October 2025

Oct 10, 2025
Open

Euro Area Macro Monitor - PMIs point to stronger Q3 growth

Oct 06, 2025
Open

Executive Briefing - Cruising economies and low volatility

Oct 06, 2025
Open

Boligbrief - september 2025

Oct 03, 2025
Open

Geopolitical Radar: Europe in Hybrid War

Oct 03, 2025
Open

Weekly Focus - US government shuts down amid labour market focus

Oct 03, 2025
Open

Market Movers - 6-10 October 2025

Oct 03, 2025
Open

China Headlines - Push for more housing stimulus, China tops global robot market, stock rally powering ahead

Oct 01, 2025
Open

China Flash - PMIs beat expectations but challenges remain

Sep 30, 2025
Open

Danske Banks Boprisindikator - 30 september 2025

Sep 30, 2025
Open

Weekly Focus - Yields higher on strong US data

Sep 26, 2025
Open

Market Movers - 29 September - 3 October 2025

Sep 26, 2025
Open

Market Movers - 22-26 September 2025

Sep 23, 2025
Open

Weekly Focus - Central banks on a relatively steady course

Sep 19, 2025
Open

Bank of England Review - Near term rate cuts remain an option

Sep 18, 2025
Open

US Labour Market Monitor - Gradual cooling continues

Sep 17, 2025
Open

Research US - Fed review: Slim margins

Sep 17, 2025
Open

China Flash - Weak data should ring some alarm bells in Beijing

Sep 15, 2025
Open

Deep Dive Euro Area - European investments to rise by 1 percent of GDP

Sep 12, 2025
Open

Weekly Focus - Road clear for US rate cut

Sep 12, 2025
Open

Spending Monitor - Spending continues to rise in August

Sep 12, 2025
Open

Market Movers - 15-19 September 2025

Sep 12, 2025
Open

Research US - Fed preview: Quarterly 25bp cuts still the base case

Sep 12, 2025
Open

Bank of England Preview - Guidance in focus as cutting cycle is nearing its end

Sep 12, 2025
Open

China Headlines - Tech rally and AI push continues, three events mark shift in global order

Sep 11, 2025
Open

ECB Review - Confident despite inflation below target in 2027

Sep 11, 2025
Open

Global Inflation Watch - Tariff pass-through still in progress

Sep 11, 2025
Open

Webinar | China-US Trade Policy & FX Update | Thursday 25 September 2025 at 9.00 - 9.45 CET (Teams meeting)

Sep 09, 2025
Open

Research China - Domestic economy struggles while exports power ahead

Sep 08, 2025
Open

Research US - Tariff impact set to intensify towards winter

Sep 05, 2025
Open

Weekly Focus - Next week to give us signals of US inflation momentum

Sep 05, 2025
Open

Market Movers - 8-12 September 2025

Sep 05, 2025
Open

Research euro area - Rising optimism

Sep 04, 2025
Open

Euro Area Macro Monitor - Manufacturing rebounds, ending three-year contraction

Sep 04, 2025
Open

Boligbrief - august 2025

Sep 04, 2025
Open

Danske Banks modelfamilie - Afgiftslettelser og lonvaekst lofter udsigterne for modelfamilien

Sep 03, 2025
Open

Research Danmark - Glansen gaet lidt af dansk okonomi

Sep 03, 2025
Open

Nordic Outlook - Caution, not crisis

Sep 03, 2025
Open

Research Norge - Sterkere vekst drevet av hoyere produktivitetsvekst

Sep 03, 2025
Open

Research Sverige - Besvikelse

Sep 03, 2025
Open

New Riksbank call: 25bp cut in November to 1.75%, but uncertainty remains high

Sep 03, 2025
Open

Executive Briefing - Robust economies despite political noise

Sep 03, 2025
Open

China Headlines - A-shares on fire, CNY strengthening, PMIs confirm softness

Sep 01, 2025
Open

Danske Banks Boprisindikator - 1 september 2025

Sep 01, 2025
Open

Weekly Focus - US markets shrug off attack on Fed independence

Aug 29, 2025
Open

Market Movers - 1-5 September 2025

Aug 29, 2025
Open

Riksbank Minutes - August 2025

Aug 26, 2025
Open

Geopolitical Radar - Pushing for peace

Aug 26, 2025
Open

Weekly Focus - European industry grows for the first time in three years

Aug 22, 2025
Open

Market Movers - 25-29 August 2025

Aug 22, 2025
Open

Riksbank review - August 2025 Unchanged at 2.0% as expected, keeping downside bias

Aug 20, 2025
Open

Global Inflation Watch - No major surprises despite the tariffs

Jul 15, 2025
Open

Market Movers - 14-18 July 2025

Jul 11, 2025
Open

Spending Monitor - May increase reversed in June

Jul 10, 2025
Open

US Labour Market Monitor - Structural weakness in the shadow of solid job gains

Jul 10, 2025
Open

Executive Briefing - Tariff concerns have eased - but not vanished

Jul 04, 2025
Open

Market Movers - 7-11 July 2025

Jul 04, 2025
Open

Research US - July 9 unlikely to turn into a 'Liberation Day 2.0'

Jul 04, 2025
Open

June Inflation Preview - 2 July 2025

Jul 03, 2025
Open

Research Euro Area - Strong labour market amid cooling demand

Jul 03, 2025
Open

Boligbrief - juni 2025

Jul 03, 2025
Open

Danske Banks Boprisindikator - 1 Juli 2025

Jul 01, 2025
Open

China Flash - PMI rebounds on trade truce but employment remains weak

Jul 01, 2025
Open

Weekly Focus - Budget risks replace war concerns, for now

Jun 27, 2025
Open

China Headlines: US-China trade deal? Premier Li says China will be consumer powerhouse

Jun 27, 2025
Open

Market Movers -30 June - 4 July 2025

Jun 27, 2025
Open

Navigating the Uncertainty - Trade and foreign policy scenarios for a turbulent autumn

Jun 26, 2025
Open

Riksbank Minutes - June 2025

Jun 25, 2025
Open

Geopolitical Radar: Is it a ceasefire if Trump says so?

Jun 24, 2025
Open

Research Global - What if Iran closes the Strait of Hormuz?

Jun 22, 2025
Open

China Headlines - EU-China tensions on the rise again, heightened focus on threat to supply chains

Jun 20, 2025
Open

Weekly Focus - War and risk of escalation weigh on market sentiment

Jun 20, 2025
Open

Bank of England Review - Setting the stage for an August cut

Jun 20, 2025
Open

Market Movers - 23-27 June 2025

Jun 20, 2025
Open

Research US - Fed review: Waiting for clarity

Jun 18, 2025
Open

China Flash - Positive signs from consumers but housing remains a concern

Jun 16, 2025
Open

Invitation - What's next in Middle East? Tuesday 17 June 2025 at 10.30 - 11.00 CET (Teams meeting)

Jun 16, 2025
Open

Bank of England Preview - Steady as she goes

Jun 13, 2025
Open

Research Euro Area - A slow recovery

Mar 07, 2025
Open

Euro Area Macro Monitor - Diverging signals as Germany proposes historic changes

Mar 07, 2025
Open

Research US - On a steady course despite the political noise

Mar 06, 2025
Open

Flash: ECB Review - 'Meaningfully less restrictive'

Mar 06, 2025
Open

Executive Briefing: weaker US macro data amid political noise

Mar 05, 2025
Open

China Headlines - China sets 5% growth target and signals continued stimulus, US farmers targeted in tariff retaliation

Mar 05, 2025
Open

Nordic Outlook - Normalising economies despite the noise

Mar 05, 2025
Open

Research Global: Arming Ukraine is the cheap option for Europe

Mar 03, 2025
Open

Market Movers - 3-7 March 2025

Feb 28, 2025
Open

China Headlines -Trump fires second tariff salvo, CNY and stocks weaker

Feb 28, 2025
Open

ECB Preview - A cut is the easy part

Feb 28, 2025
Open

Weekly Focus - Tariff fears are back on the agenda

Feb 28, 2025
Open

Flash: German election - A positive outcome for markets and the economy

Feb 24, 2025
Open

Weekly Focus - Important euro data coming up

Feb 21, 2025
Open

The new security disorder in Europe - what are the economic implications? Thursday 27 February 2025 at 09.30-10.00 CET (Teams Meeting)

Feb 21, 2025
Open

Invitation: Webinar - The new security disorder in Europe - what are the economic implications? Thursday 27 February 2025 at 09.30-10.00 CET

Feb 21, 2025
Open

Market Movers - 24-28 February 2025

Feb 21, 2025
Open

China Headlines - House prices mixed, Xi's support to private sector adds fuel to stock rally

Feb 19, 2025
Open

Research Global - What would a dirty deal in Ukraine mean for markets?

Feb 16, 2025
Open

Weekly Focus - Still waiting for political clarity

Feb 14, 2025
Open

Market Movers - 17-21 February 2025

Feb 14, 2025
Open

US Labour Market Monitor - Solid conditions despite revisions

Feb 13, 2025
Open

Global Inflation Watch - Tariff uncertainty blurs the outlook

Feb 12, 2025
Open

Spending Monitor - Consumers kick of 2025 on a high note

Feb 11, 2025
Open

Weekly Focus - Tariff announcements gave markets a roller coaster ride

Feb 07, 2025
Open

Geopolitical Radar: Geopolitical Radar - Better get used to the uncertainty

Feb 07, 2025
Open

Market Movers - 10-14 February 2025

Feb 07, 2025
Open

China Headlines - Xi-Trump call cancelled, 10% tariff just 'opening salvo', Chinese stocks rallying

Feb 07, 2025
Open

Bank of England Review - Gradual quarterly cuts remain our base case

Feb 06, 2025
Open

Euro Area Macro Monitor - PMI rebounds amid trade uncertainty

Feb 06, 2025
Open

Webinar: Economic, Political & Commercial Update on China

Feb 06, 2025
Open

Research Germany - Limited economic impact from German election

Feb 06, 2025
Open

Executive Briefing: Trade war is coming - or is it?

Feb 04, 2025
Open

US Tariff Update - Deal or No Deal? | Thursday 13 February 2025 at 10.00-10.45 CET (Teams Meeting)

Feb 04, 2025
Open

Riksbank Minutes - January 2025

Feb 04, 2025
Open

Research UK - Budget skies are clearing for GBP; BoE to cut

Feb 03, 2025
Open

Geopolitical Radar Extra: Heat is on in the Arctic - How real are the threats and opportunities?

Feb 03, 2025
Open

Research Global - Trump fires first salvo in multifront trade war

Feb 03, 2025
Open

Weekly Focus - Uneventful cut, uneventful keep

Jan 31, 2025
Open

Flash: ECB Review - A 25bp rate cut - looking towards the spring

Jan 30, 2025
Open

Flash Comment: Riksbank - January 2025: 25bp cut as expected

Jan 29, 2025
Open

Research US - Fed review: As balanced as it gets

Jan 29, 2025
Open

Research China - AI's Sputnik moment? A short Q&A on DeepSeek

Jan 28, 2025
Open

Weekly Focus - Sell the rumour, buy the fact?

Jan 24, 2025
Open

China Headlines - Tariff limbo, waiting for US trade study on 1 April

Jan 24, 2025
Open

Market Movers - 27-31 January 2025

Jan 24, 2025
Open

Geopolitical Radar: Momentum for truce is building as Trump enters office

Jan 09, 2025
Open

Flash Comment Denmark: Greenland has little impact on Danish economy

Jan 08, 2025
Open

China Headlines - More rays of light in housing, strong policy focus on consumption, CNY weakens further

Jan 08, 2025
Open

Executive Briefing - Markets reduce rate cut expectations for 2025

Jan 07, 2025
Open

Riksbank - December 2024

Jan 02, 2025
Open

Weekly Focus - Hawkish Christmas present from the US Federal Reserve

Dec 20, 2024
Open

Market Movers - 23 December 2024 - 10 January 2025

Dec 20, 2024
Open

Bank of England Review - BoE to lag peers in 2025; we stay positive GBP

Dec 19, 2024
Open

Research US - Fed review: In a new phase

Dec 18, 2024
Open

Bank of England Preview - Christmas pause in cutting cycle

Dec 16, 2024
Open

China Flash - Mixed bag of data for November with small rays of light beneath the surface

Dec 16, 2024
Open

Weekly Focus - It is the season for rate cuts

Dec 13, 2024
Open

Research US - Fed preview: Gauging for neutral

Dec 13, 2024
Open

Global Inflation Watch - Realized services inflation continues cooling

Dec 12, 2024
Open

Flash: ECB Review - A dovish 25'er

Dec 12, 2024
Open

China Headlines - No new signals from CEWC, Trump appoints more China hawks, Taiwan tensions flare up

Dec 12, 2024
Open

Spending Monitor - Strong (albeit later) start to the holiday shopping season

Dec 10, 2024
Open

Euro Area Macro Monitor - No dull moment in November

Dec 09, 2024
Open

Research China - A bumpy recovery in the making

Dec 09, 2024
Open

Weekly Focus - Cutting cycle continues

Dec 06, 2024
Open

ECB Preview - A disputed 25bp rate cut

Dec 06, 2024
Open

Research US - Solid growth despite political uncertainty

Dec 06, 2024
Open

Market Movers - 9-13 December 2024

Dec 06, 2024
Open

Research euro area - Still breathing

Dec 05, 2024
Open

Research euro eara - Still breathing

Dec 05, 2024
Open

Executive Briefing - Divergence after US elections

Dec 04, 2024
Open

Nordic Outlook - More growth, new risks

Dec 04, 2024
Open

China Headlines - China hits back on US tech sanctions, CEWC to give more stimulus signals, bond yields at new low

Dec 04, 2024
Open

Market Movers - 2-6 December 2024

Nov 29, 2024
Open

Weekly Focus - Political risks rise again in France

Nov 29, 2024
Open

Geopolitical Radar: The world prepares for Trump 2.0

Nov 27, 2024
Open

US Fixed Income Research - Treasury issuance in 2025-26 - what to expect?

Nov 26, 2024
Open

Market Movers - 25-29 November 2024

Nov 22, 2024
Open

Weekly Focus - Geopolitics back on the radar

Nov 22, 2024
Open

Market Movers - 18-22 November 2024

Nov 15, 2024
Open

Weekly Focus - Bracing for trade war(s)

Nov 15, 2024
Open

Global Inflation Watch - Disinflation still on track

Nov 13, 2024
Open

Riksbank review - November 2024 minutes

Nov 13, 2024
Open

Spending Monitor - Highest spending growth since March

Nov 11, 2024
Open

Market Movers - 11-15 November 2024

Nov 08, 2024
Open

Weekly Focus - Stronger dollar and higher yields after Trump victory

Nov 08, 2024
Open

Research US - Fed review: In a good place after all

Nov 07, 2024
Open

Research euro area - Fiscal policy to slow growth in 2025 - but mind the RFF

Nov 07, 2024
Open

Bank of England Review - Gradual easing supports a stronger GBP

Nov 07, 2024
Open

Riksbank November 2024 - 50bp cut as expected as focus turns to support growth

Nov 07, 2024
Open

REMINDER - Conference call on the implications of the US election for Global and Scandi markets - 6 November 2024 at 8:40 - 9:10 CET

Nov 06, 2024
Open

Bank of England Preview - Cut, then skip as focus returns to fiscal policy

Nov 05, 2024
Open

US Election Monitor: Final thoughts - and a guide to following the results

Nov 04, 2024
Open

Executive Briefing - Soft landing continues

Nov 04, 2024
Open

Euro Area Macro Monitor - The ECB's easing path is set to speed up

Nov 04, 2024
Open

Market Movers - 4-8 November 2024

Nov 01, 2024
Open

Weekly Focus - All eyes on US election and central banks

Nov 01, 2024
Open

Research US - Fed preview: Navigating uncertain waters

Nov 01, 2024
Open

Geopolitical Radar: US election outcome is key for geopolitics

Oct 31, 2024
Open

Danske Banks Boprisindikator - House prices rose 1,3% m/m in October

Oct 31, 2024
Open

October Inflation Preview

Oct 30, 2024
Open

Conference call on the implications of the US election for Global and Scandi markets - 6 November 2024 at 8:40 - 9:10 CET

Oct 29, 2024
Open

US elections morning call - Macro need-to-knows : Wed 6 November 2024 at 9.15.-9.30 CET (Teams Meeting)

Oct 28, 2024
Open

Weekly Focus - Stagnant euro area economy supports gradual easing

Oct 25, 2024
Open

Market Movers - 28 October - 1 November 2024

Oct 25, 2024
Open

Research Global - Trump vs Harris - what it means for US-China relations

Oct 22, 2024
Open

US Election Monitor - The race remains closer than prediction markets suggest

Oct 21, 2024
Open

Weekly Focus - ECB delivers a lot of words and little guidance

Oct 18, 2024
Open

Market Movers - 21-25 October 2024

Oct 18, 2024
Open

Flash: ECB Review - A rate cut - and awaiting more data

Oct 17, 2024
Open

ECB preview - Acknowledging downside weakness = A rate cut

Oct 11, 2024
Open

Weekly Focus - ECB to cut rates again next week

Oct 11, 2024
Open

Spending Monitor - Spending slowed again in September

Oct 11, 2024
Open

Market Movers - 11 October 2024

Oct 11, 2024
Open

Global Inflation Watch - Underlying inflation continues to cool gradually

Oct 10, 2024
Open

Market Movers - 7-11 October 2024

Oct 04, 2024
Open

Euro Area Macro Monitor - Inflation is back below the 2% target

Oct 04, 2024
Open

Weekly Focus - Lower inflation clears path for European rate cuts

Oct 04, 2024
Open

Webinar: Going ballistic - what are the next steps in Middle East conflict? (11 October 2024, Teams meeting)

Oct 04, 2024
Open

US Election Monitor - The race in battleground states is extremely close

Oct 03, 2024
Open

Research Euro Area - Moderating labour market with downside risks

Oct 03, 2024
Open

Research China - Lift to GDP forecast after leaders draw line in the sand

Oct 02, 2024
Open

Executive Briefing - Recovery hopes rising in China

Oct 02, 2024
Open

Riksbank - September 2024 Minutes - No member arguing for a 50bp cut

Oct 01, 2024
Open

Research Global - The hidden seasonal layers of PMI

Sep 30, 2024
Open

Danske Banks Boprisindikator - Housing prices continued to rise in September

Sep 30, 2024
Open

Geopolitical radar: Extra edition - After Nasrallah killing, what's next in Middle East?

Sep 29, 2024
Open

Weekly Focus - China makes a big push to turn the economy

Sep 27, 2024
Open

Market Movers - 30 September - 4 October 2024

Sep 27, 2024
Open

Geopolitical Radar: Up the escalation ladder in Middle East

Sep 26, 2024
Open

Riksbank review: 25bp cut to 3.25% as expected. Rate path lowered and signals more cuts - 25bp steps is still the base case going forward

Sep 25, 2024
Open

Research euro area - Southern Europe to continue outperforming

Sep 23, 2024
Open

Market Movers - 23-27 September 2024

Sep 20, 2024
Open

Weekly Focus - Fed initiating the easing cycle with 50bp cut

Sep 20, 2024
Open

Bank of England Review - Gradual easing cycle supports GBP

Sep 19, 2024
Open

Webinar: US elections - The final stretch (Thursday 10 October 2024 at 10.00-11.00 CET, Teams)

Sep 19, 2024
Open

US Election Monitor - Both candidates expected to widen the budget deficit

Sep 19, 2024
Open

Research US - Fed review: Going for the soft landing

Sep 18, 2024
Open

Bank of England Preview - Proceeding with caution

Sep 16, 2024
Open

Market Movers - 16 September 2024

Sep 13, 2024
Open

Research Japan - Hawkish BoJ keen on more hikes

Aug 12, 2024
Open

Spending Monitor - Consumers went partying in July - but overall spending growth remains muted

Aug 12, 2024
Open

Sweden July 2024 Inflation Preview

Aug 09, 2024
Open

Market Movers - 12-16 August 2024

Aug 09, 2024
Open

Research Euro Area - The importance of domestic inflation guiding ECB policies

Aug 06, 2024
Open

Euro Area Macro Monitor - PMIs continue to weaken - is this a goodbye to growth?

Aug 05, 2024
Open

Market Movers - 3-9 August 2024

Aug 02, 2024
Open

Bank of England Review - Easing commences but no game-changer for GBP

Aug 01, 2024
Open

Research US - Fed review: Mindful of risks

Jul 31, 2024
Open

Market Movers - 26 July 2024

Jul 26, 2024
Open

Bank of England Preview - A dovish hold; limited EUR/GBP downside potential

Jul 26, 2024
Open

Research US - Fed preview: Opening the door but not pre-committing

Jul 25, 2024
Open

Research US: Bye then, Biden

Jul 23, 2024
Open

Market Movers - 19 July 2024

Jul 19, 2024
Open

Research Global: manufacturing cycle sputtering - where to go from here?

Jul 18, 2024
Open

US Labour Market Monitor - Cooling but not collapsing

Jul 18, 2024
Open

Flash: ECB Review - A 'wide open' September meeting

Jul 18, 2024
Open

Research China - Third Plenum: China vows more market reform but implementation will be key

Jul 18, 2024
Open

Flash Sweden - June 2024 Inflation Review

Jul 12, 2024
Open

Global Inflation Watch - Clear deceleration in US 'super core' inflation

Jul 12, 2024
Open

Market Movers - 12 July 2024

Jul 12, 2024
Open

ECB Preview - Holiday season

Jul 11, 2024
Open

Spending Monitor - Spending setback in June

Jul 10, 2024
Open

Flash: French election - No majority, no spending surge, but continued uncertainty

Jul 08, 2024
Open

Market Movers - 8-12 July 2024

Jul 05, 2024
Open

Research - UK General Election - Landslide victory for the Labour party

Jul 05, 2024
Open

Research US - The looming fiscal risk

Jul 04, 2024
Open

Flash comment Riksbank - June 2024 Minutes

Jul 03, 2024
Open

Executive Briefing - French election spooks (some) markets

Jul 03, 2024
Open

Euro Area Macro Monitor - Growth to continue, despite a decline in PMIs

Jul 03, 2024
Open

Flash: French election - Public spending is not set to rise significantly

Jul 01, 2024
Open

Weekly Focus - A summer full of data and central bank meetings

Jun 28, 2024
Open

Danske Banks Boprisindikator - Mindre fall i bopriserna i juni

Jun 28, 2024
Open

Market Movers - 1-5 July 2024

Jun 28, 2024
Open

Market Movers - 24-28 June 2024

Jun 21, 2024
Open

Weekly Focus - PMIs question the strength of euro area recovery

Jun 21, 2024
Open

Bank of England Review - August rate cut in play

Jun 20, 2024
Open

ECB Research - The profit, wage and productivity triangulation

Jun 20, 2024
Open

Geopolitical Radar - Israel approves 'offensive' in Lebanon, EU-China trade tensions rise

Jun 19, 2024
Open

US Labour Market Monitor - Mixed employment indicators

Jun 19, 2024
Open

Bank of England Preview - Laying the groundwork for an August cut

Jun 14, 2024
Open

Weekly Focus - Political uncertainty on the rise in Europe

Jun 14, 2024
Open

Market Movers - 17-21 June 2024

Jun 14, 2024
Open

Research US - Fed review: We still see cuts starting in September

Jun 12, 2024
Open

Global Inflation Watch - The Fed welcomes easing supercore inflation

Jun 12, 2024
Open

Spending Monitor - Stable, but far from flashy spending growth

Jun 11, 2024
Open

Research euro area - The strong start of the year continues

Jun 11, 2024
Open

Weekly Focus - ECB in no rush to commit to further cuts

Jun 07, 2024
Open

Research US - Fed preview: No urgency

Jun 07, 2024
Open

Market Movers - 10-14 June 2024

Jun 07, 2024
Open

Sweden May 2024 Inflation Preview

Jun 07, 2024
Open

Flash: ECB Review - Cutting and keeping

Jun 06, 2024
Open

Flash comment Denmark - Denmark follows ECB with 25bp rate cut

Jun 06, 2024
Open

Euro area data overview - 4 June 2024

Jun 04, 2024
Open

Executive Briefing - Economies are looking stronger

Jun 04, 2024
Open

Nordic Outlook - Warmer than expected

Jun 04, 2024
Open

Euro area data overview - 31 May 2024

May 31, 2024
Open

Weekly Focus - Strong euro area inflation in May

May 31, 2024
Open

Research Global Diverse productivity growth amid demographic challenges

May 27, 2024
Open

ECB preview - A political rate cut in June, and no cut in September

May 24, 2024
Open

Market Movers - 27-31 May 2024

May 24, 2024
Open

Weekly Focus - Euro economy on track for mild recovery

May 24, 2024
Open

UK General Election - The need-to-knows ahead of 4 July

May 23, 2024
Open

US Labour Market Monitor - Slack continues to build

May 23, 2024
Open

Bank of England - Revised BoE call - Hot service inflation spells trouble

May 22, 2024
Open

Market Movers - 20-24 May 2024

May 21, 2024
Open

Weekly Focus - Positive reaction to slightly weaker US data

May 17, 2024
Open

Flash comment Riksbank - May 2024 Minutes

May 15, 2024
Open

Global Inflation Watch - April US CPI signals cautious relief for the Fed

May 15, 2024
Open

Spending Monitor - Modest spending growth in March and April

May 15, 2024
Open

Research euro area - European Parliament election will not move markets

May 14, 2024
Open

Sweden April 2024 Inflation Preview

May 10, 2024
Open

Bank of England Review - June cut still in play

May 09, 2024
Open

Riksbank review - Start of a gradual cutting cycle

May 08, 2024
Open

Euro Area Macro Monitor - The euro area economy starts 2024 on a firm footing

May 06, 2024
Open

Research Global: The US-Saudi deal - a strategic win or a deal with the devil?

May 06, 2024
Open

Executive Briefing - US inflation data reduces rate cut optimism

May 03, 2024
Open

Market Movers - 6-17 May 2024

May 03, 2024
Open

Weekly Focus - Spring has brought a more muted euro area price pressure

May 03, 2024
Open

Bank of England Preview - Setting the stage for a June cut

May 03, 2024
Open

Research US - Fed review: Maintaining easing bias

May 01, 2024
Open

Geopolitical Radar - Gaza truce talks show promise, Xi going to Europe

May 01, 2024
Open

Euro area data overview

May 01, 2024
Open

Market Movers - 29 April - 3 May 2024

Apr 26, 2024
Open

Weekly Focus - Rate cut expectations pushed back further

Apr 26, 2024
Open

Research US - Fed preview - Cuts still in the horizon

Apr 26, 2024
Open

Weekly Focus - Middle East situation remains tense

Apr 19, 2024
Open

Market Movers - 22-26 April 2024

Apr 19, 2024
Open

Research Germany - Worst is over in German manufacturing sector

Apr 16, 2024
Open

Research Global - Manufacturing recovery to continue into the summer

Apr 15, 2024
Open

Sweden March 2024 Inflation Review

Apr 12, 2024
Open

Weekly Focus - US inflation shakes up markets

Apr 12, 2024
Open

Market Movers - 15-19 April 2024

Apr 12, 2024
Open

Global Inflation Watch - Another upward surprise in US inflation

Apr 11, 2024
Open

Flash: ECB Review - The direction is clear

Apr 11, 2024
Open

Spending Monitor - Timing of Easter boosts March spending

Apr 10, 2024
Open

Euro Area Macro Monitor: The economy waves goodbye to contraction

Apr 08, 2024
Open

Research Global Diverging Demographics: The Global Workforce Puzzle

Apr 05, 2024
Open

Market Movers - 8-12 April 2024

Apr 05, 2024
Open

ECB Preview - An intention to cut

Apr 05, 2024
Open

Weekly Focus - Decent data over Easter dampen rate cut expectations

Apr 05, 2024
Open

Geopolitical radar - Israel hits Iran embassy, more US-China tensions lately

Apr 05, 2024
Open

Research Global - Diverging Demographics: The Global Workforce Puzzle

Apr 05, 2024
Open

Flash comment Riksbank - March 2024 minutes

Apr 04, 2024
Open

US Labour Market Monitor - Supply-driven recovery

Apr 04, 2024
Open

Executive Briefing - Economies standing at the crossroads

Apr 04, 2024
Open

Research euro area: Euro area productivity will keep falling behind

Apr 03, 2024
Open

Market Movers - 25 March - 5 April 2024

Mar 22, 2024
Open

Weekly Focus - Historical central bank week: A hike and a cut in G10

Mar 22, 2024
Open

Bank of England Review - Gearing up for a June cut

Mar 21, 2024
Open

Research US - Fed review: Not as high, but for even longer?

Mar 20, 2024
Open

Research Japan - BoJ hike in sight - but no reason to rush

Mar 15, 2024
Open

Research US - Fed preview - Taking stock on QT and data

Mar 15, 2024
Open

Weekly Focus - Will the SNB lead the way in the cutting cycle?

Mar 15, 2024
Open

Bank of England Preview - We still pencil in the first cut in June

Mar 15, 2024
Open

Market Movers - 18-22 March 2024

Mar 15, 2024
Open

Global Inflation Watch - Underlying services inflation remains elevated

Mar 12, 2024
Open

Spending Monitor - Solid retail spending in February

Mar 11, 2024
Open

Research US - US economy on a structurally solid footing

Mar 08, 2024
Open

Weekly Focus - Rate cuts on the horizon

Mar 08, 2024
Open

Market Movers - 11-15 March 2024

Mar 08, 2024
Open

Research China - A long and painful transition

Mar 07, 2024
Open

Flash: ECB Review: June cut is coming

Mar 07, 2024
Open

Research Euro area - Soft landing in sight

Mar 06, 2024
Open

Research Euro area - Soft landing is here

Mar 06, 2024
Open

Nordic Outlook - Return to Nordic growth

Mar 05, 2024
Open

Executive Briefing - Stubborn inflation points to cautious monetary easing

Mar 05, 2024
Open

Research China - 5% growth target as expected, stimulus signals disappoint

Mar 05, 2024
Open

Euro Area Macro Monitor - Return of the two-speed economy?

Mar 04, 2024
Open

Market Movers - 4-8 March 2024

Mar 01, 2024
Open

Weekly Focus - Focus turns to the ECB

Mar 01, 2024
Open

Danske Morning Mail: Regional prints reveal stickiness in core inflation

Mar 01, 2024
Open

US Labour Market Monitor - Hard data remains solid - leading indicators mixed

Mar 01, 2024
Open

ECB Preview - Policy normalisation in sight

Mar 01, 2024
Open

Weekly Focus - Strong market sentiment continues

Feb 23, 2024
Open

Market Movers - 26-29 February 2024

Feb 23, 2024
Open

Geopolitical Radar: Trump threatens Europe, Israel eyes Rafah, US-China relations on a calmer path

Feb 21, 2024
Open

The 2024 election bonanza - what to keep an eye on? (Teams meeting)

Feb 19, 2024
Open

Research Sweden - January 2024 Inflation Review

Feb 19, 2024
Open

Market Movers - 19-23 February 2024

Feb 16, 2024
Open

Weekly Focus - Data dampens rate cut expectations

Feb 16, 2024
Open

Sweden January 2024 Inflation Preview

Feb 14, 2024
Open

Spending Monitor - Slower growth in travel spending

Feb 14, 2024
Open

Global Inflation Watch - Unpleasant US surprise, euro inflation better behaved

Feb 13, 2024
Open

Market Movers - 12-16 February 2024

Feb 09, 2024
Open

Weekly Focus - Higher rates and central bank pricing

Feb 09, 2024
Open

Research Global - Buckle up for EU-China trade tensions

Feb 08, 2024
Open

Research Global: manufacturing cycle has turned - more to come

Feb 07, 2024
Open

Exective Briefing - Central banks push back on rate cut expectations

Feb 05, 2024
Open

Euro Area Macro Monitor - Cooling economy buys the ECB more time

Feb 05, 2024
Open

Market Movers - 5-9 February 2024

Feb 02, 2024
Open

Weekly Focus - Wait and see mode in central banks

Feb 02, 2024
Open

Bank of England Review - Removing the tightening bias

Feb 01, 2024
Open

Research US - Fed review: In a risk management mode

Jan 31, 2024
Open

Research UK - QT to continue as focus turns to rate cuts

Jan 29, 2024
Open

Market Movers - 29 January - 2 February 2024

Jan 26, 2024
Open

Bank of England Preview - Topside risk to EUR/GBP as BoE removes tightening bias

Jan 26, 2024
Open

Weekly Focus - No new signals from central banks

Jan 26, 2024
Open

Research US - Fed preview: Patience and gradualism

Jan 26, 2024
Open

ECB review - Didn't rock the boat, but sailing towards a rate cut

Jan 25, 2024
Open

Geopolitical radar - Political status quo in Taiwan, truce hopes rise in Gaza

Jan 25, 2024
Open

Spending Monitor - Comeback to restaurants

Jan 22, 2024
Open

Market Movers - 22-26 January 2024

Jan 19, 2024
Open

Weekly Focus - Managing expectations

Jan 19, 2024
Open

ECB Preview - Stocktaking

Jan 18, 2024
Open

US Labour Market Monitor - Mixed signals

Jan 18, 2024
Open

Research US - Primer for 2024 elections

Jan 15, 2024
Open

Research China - Taiwan election points to status quo, but not further escalation

Jan 15, 2024
Open

Research Global: Tensions rise in the Red Sea - should we worry?

Jan 12, 2024
Open

Market Movers - 15-19 January 2024

Jan 12, 2024
Open

Global Inflation Watch - Diverging signals in December

Jan 12, 2024
Open

Weekly Focus - Taiwan election key for geopolitical tensions

Jan 12, 2024
Open

Sweden December 2023 Inflation Preview

Jan 10, 2024
Open

Year Ahead Webinar, Thursday 18 January 2024 at 10-11 CET (11-12 EET)

Jan 09, 2024
Open

Euro Area Macro Monitor: An action-packed 2024 awaits Europe

Jan 09, 2024
Open

Weekly Focus - Rates will be cut - but how much and how soon?

Jan 05, 2024
Open

Executive Briefing: Not so fast - market pricing for rate cuts seems excessive

Jan 05, 2024
Open

Market Movers - 8-12 January 2024

Jan 05, 2024
Open

Geopolitical radar - What to look out for in 2024

Dec 22, 2023
Open

Flash: New EU Fiscal Rules - A realistic compromise

Dec 21, 2023
Open

Weekly Focus - Central bankers boost Christmas spirit

Dec 15, 2023
Open

Market Movers - 15 December 2023 - 5 January 2024

Dec 15, 2023
Open

Bank of England Review - Push-back on rate cut expectations

Dec 14, 2023
Open

Flash: ECB review - A conditional push-back

Dec 14, 2023
Open

Research US - Fed review: rising optimism

Dec 13, 2023
Open

Global Inflation Watch - Diverging signals in November

Dec 12, 2023
Open

Spending Monitor - Consumer spending looks stronger in November

Dec 11, 2023
Open

Research US - Fed preview: Low-key optimism

Dec 08, 2023
Open

Market Movers - 11-15 December 2023

Dec 08, 2023
Open

Research US - Cyclical headwinds towards 2024

Dec 08, 2023
Open

Bank of England Preview - We still favour the topside in EUR/GBP

Dec 08, 2023
Open

ECB Preview - From how high to how long

Dec 08, 2023
Open

Weekly Focus - Central bank bonanza

Dec 08, 2023
Open

Research Euro area - A year of transition ahead

Dec 07, 2023
Open

Research China - Muddling through

Dec 06, 2023
Open

Executive Briefing - Stronger belief in soft landing

Dec 05, 2023
Open

Nordic Outlook - Coming in for a soft landing

Dec 05, 2023
Open

Euro Area Macro Monitor: Did Christmas come early for the ECB?

Dec 04, 2023
Open

Flash comment Riksbank - November 2023 Minutes

Dec 04, 2023
Open

Spending Monitor - Black Week retail spending only a little higher than last year

Dec 01, 2023
Open

Weekly Focus - Disinflation continues

Dec 01, 2023
Open

Market Movers - 4-8 December 2023

Dec 01, 2023
Open

Euro Area Research : New fiscal rules in the EU - aligning theory and practice?

Nov 29, 2023
Open

Research Global - The Middle East unveiled - how a regional storm could ignite global flames

Nov 28, 2023
Open

Market Movers - 27 November-1 December 2023

Nov 24, 2023
Open

Weekly Focus - Soft landing hopes continue to support market sentiment

Nov 24, 2023
Open

Flash comment Riksbank - "Hawkish hold" - unchanged at 4.00%

Nov 23, 2023
Open

US Labour Market Monitor - Gradual signs of cooling

Nov 17, 2023
Open

Market Movers - 20-24 November 2023

Nov 17, 2023
Open

Weekly Focus - Inflation pressures easing but too early to declare victory

Nov 17, 2023
Open

Geopolitical Radar - War in Middle East shifts attention away from Ukraine, US and China reinstall defence communication

Nov 16, 2023
Open

Global Inflation Watch - Signs of weaker demand ease inflation risks in October

Nov 14, 2023
Open

Weekly Focus - Maybe not quite so high for quite so long

Nov 10, 2023
Open

Market Movers - 13-17 November 2023

Nov 10, 2023
Open

Spending Monitor - Overall positive October despite signs of weakening service spending

Nov 10, 2023
Open

Sweden October 2023 Inflation Preview

Nov 08, 2023
Open

Euro Area Macro Monitor: Inflation is coming down, but so is growth

Nov 06, 2023
Open

Market Movers - 6-10 November 2023

Nov 03, 2023
Open

Research US - Bond yields headed lower towards 2024

Nov 03, 2023
Open

Executive Briefing - War and signs of soft landing

Nov 03, 2023
Open

Weekly Focus - Halloween did not spook markets

Nov 03, 2023
Open

Bank of England Review - BoE paves the way for more EUR/GBP topside

Nov 02, 2023
Open

Research US - Fed review: Still on track

Nov 01, 2023
Open

Danske Banks Boprisindikator - Fortsatt mindre prisfall i oktober

Nov 01, 2023
Open

China Postcard - 10 key takeaways from China trip

Oct 31, 2023
Open

Spending Monitor - Storm surge in Denmark slows down autumn break spending

Oct 30, 2023
Open

Market Movers - 30 October - 3 November 2023

Oct 27, 2023
Open

Weekly Focus - US outperformance

Oct 27, 2023
Open

Bank of England Preview - Soft data warrants the BoE to stay on hold

Oct 27, 2023
Open

Spending Monitor Special - Online shopping takes up more space in retail spending than it did before Covid

Oct 26, 2023
Open

Flash comment: ECB Review - Not rocking the boat

Oct 26, 2023
Open

Research US - Fed preview: Near-term bloom, long-term gloom?

Oct 25, 2023
Open

Market Movers - 23-27 October 2023

Oct 20, 2023
Open

Weekly Focus - Risk of escalation in Middle East drives oil prices higher

Oct 20, 2023
Open

Geopolitical radar - Risk of escalation in Middle East, Xi-Biden meeting in November, tensions rise on Baltic Sea

Oct 19, 2023
Open

US Labour Market Monitor - US labour markets defy slowdown expectations

Oct 18, 2023
Open

ECB Preview - Keeping a tightening bias with optionality

Oct 17, 2023
Open

Global Inflation Watch - Underlying price pressures remain sticky

Oct 13, 2023
Open

Weekly Focus - Geopolitics and inflation spark volatility in the markets

Oct 13, 2023
Open

Sweden September 2023 Inflation Comment

Oct 13, 2023
Open

Market Movers - 16-20 October 2023

Oct 13, 2023
Open

Spending Monitor - Real spending around the same level as a year ago

Oct 13, 2023
Open

Research Germany: What drives the recent divergence between employment and GDP?

Oct 12, 2023
Open

Geopolitical radar - Extra edition: Fauda - what to expect from chaos in Israel?

Oct 09, 2023
Open

Weekly Focus - Rise in US yields not going to last

Oct 06, 2023
Open

Market Movers - 9-13 October 2023

Oct 06, 2023
Open

Sweden September 2023 Inflation Preview

Oct 05, 2023
Open

Research US - Yields not bound to remain high for long

Oct 05, 2023
Open

Research Global - Why India is a key swing state in the new cold war era

Oct 03, 2023
Open

Flash comment Riksbank - September 2023 Minutes

Oct 02, 2023
Open

Danske Bank's Boprisindikator - Small price drop in September

Oct 02, 2023
Open

Euro Area Macro Monitor: Data still support soft landing

Oct 02, 2023
Open

Executive Briefing - Central banks likely done with hiking rates

Oct 02, 2023
Open

Research - Military investment during Russo-Ukrainian war

Sep 29, 2023
Open

Research US - Government shutdown unlikely to derail the economy

Sep 29, 2023
Open

Market Movers - 2-6 October 2023

Sep 29, 2023
Open

Weekly Focus - Bond yields increasing

Sep 29, 2023
Open

Spending Monitor - Retail spending weakens through first half of September

Sep 27, 2023
Open

Weekly Focus - Taking stock of central bank week

Sep 22, 2023
Open

Market Movers - 25-29 September 2023

Sep 22, 2023
Open

Flash comment Riksbank - 25bp hike and small revisions to path

Sep 21, 2023
Open

EUR excess liquidity - ECB to speed up liquidity tightening next year

Sep 21, 2023
Open

Bank of England Review - End to the hiking cycle, but not GBP headwinds

Sep 21, 2023
Open

Research US - Fed review: Upbeat on growth

Sep 20, 2023
Open

Geopolitical radar - EU-China trade tensions brewing, Ukraine makes advance

Sep 19, 2023
Open

Bank of England - Preview Peak approaching - GBP headwinds to set in

Sep 18, 2023
Open

Market Movers - 18-22 September 2023

Sep 15, 2023
Open

Weekly Focus - Central banks remain in focus as rates peak

Sep 15, 2023
Open

Research US - Fed preview: Plotting the way forward

Sep 15, 2023
Open

Research Japan - Data supports BoJ tweak, not bold moves

Sep 15, 2023
Open

Flash Comment Denmark - End of the hiking cycle

Sep 14, 2023
Open

Flash ECB Review - Confirmed: A final rate hike, but restrictive policies are not over

Sep 14, 2023
Open

Global Inflation Watch - Underlying price pressures remain sticky

Sep 13, 2023
Open

Spending Monitor - Slight increase in spending growth from July to August

Sep 12, 2023
Open

Market Movers - 11-15 September 2023

Sep 08, 2023
Open

Weekly Focus - All eyes on the ECB next week

Sep 08, 2023
Open

US Labour Market Monitor - The cooling tide is slowly materializing in US labour markets

Sep 07, 2023
Open

Euro Area Macro Monitor: Bye-bye two speed economy. Hello contraction

Sep 07, 2023
Open

ECB Preview - A final rate hike, but restrictive policies are not over

Sep 06, 2023
Open

Research China - Downside risks return

Sep 06, 2023
Open

Executive Briefing - US looking stronger, China looking weaker

Sep 05, 2023
Open

Nordic Outlook - Divergent fortunes

Sep 05, 2023
Open

Weekly Focus - Risk back on amid Chinese support

Sep 01, 2023
Open

Market Movers - 4-8 September 2023

Sep 01, 2023
Open

Danske Banks Boprisindikator - Fortsatt prislyft i juli och augusti

Aug 31, 2023
Open

Danske Banks Boprisindikator - Prices continue to rise

Aug 31, 2023
Open

Research Global - The new BRICS+ is not a love marriage

Aug 25, 2023
Open

Market Movers - 28 August - 1 September 2023

Aug 25, 2023
Open

Weekly Focus - Slowing down

Aug 25, 2023
Open

Recording of webinar: Where is China heading?

Aug 23, 2023
Open

Research US - Could investment boom pave the way for a soft landing?

Aug 22, 2023
Open

Research China: Downside risks on the rise - scenarios for Chinese growth

Aug 21, 2023
Open

Invitation to webinar: Where is China heading? - 22 August, 11:00-11:30 CET

Aug 18, 2023
Open

Market Movers - 21-25 August 2023

Aug 18, 2023
Open

Weekly Focus - PMIs next week could be decisive for ECB and Fed

Aug 18, 2023
Open

Inviation to webinar: Where is China heading? - 22 August, 11:00-11:30 CET

Aug 18, 2023
Open

Spending Monitor - Yearly spending growth declined in July compared to June

Aug 17, 2023
Open

Geopolitical radar - No peace in sight for Ukraine

Aug 17, 2023
Open

China holiday wrap-up - part 3 - Risks of a financial crisis resurface

Aug 14, 2023
Open

Weekly Focus - Central banks opt for cautious tone as growth falters

Aug 11, 2023
Open

Market Movers - 14-18 August 2023

Aug 11, 2023
Open

Research Global - Are Nordic companies deglobalizing?

Aug 09, 2023
Open

Sweden July 2023 Inflation Preview

Aug 09, 2023
Open

Euro Area Macro Monitor - Will the benign Q2 growth mark a turning point for the European economy?

Aug 08, 2023
Open

Danske Morning Mail: Weaker than expected NFP

Aug 07, 2023
Open

Market Movers - 07-11 August 2023

Aug 04, 2023
Open

Bank of England Review - We stay negative on GBP with BoE nearing peak

Aug 03, 2023
Open

Market Movers - 31 July - 4 August 2023

Aug 01, 2023
Open

China holiday wrap-up - part 2: Stimulus and private sector plan lift Chinese markets

Jul 28, 2023
Open

Bank of England Preview - Topside risk to EUR/GBP with a return to 25bp steps

Jul 27, 2023
Open

Flash: ECB Review - A decisive maybe

Jul 27, 2023
Open

Research US - Fed review: Balancing act with focus on data

Jul 26, 2023
Open

Spending Monitor - Spending growth weakened slightly in first half of July

Jul 24, 2023
Open

ECB Preview - All eyes on September guidance

Jul 24, 2023
Open

Research US - Fed preview: July marks the end of the hiking cycle

Jul 20, 2023
Open

Global Inflation Watch - Further signs of easing underlying inflation in the US

Jul 18, 2023
Open

China holiday wrap-up: Growth revised lower again, US-China tensions ease

Jul 18, 2023
Open

Market Movers - 17-21 July 2023

Jul 14, 2023
Open

Flash Comment Riksbank - June 2023 Minutes - In line with the June MPR

Jul 10, 2023
Open

Sweden June 2023 Inflation Preview

Jul 10, 2023
Open

Spending Monitor - Spending growth increased in June and is positive for the second month in a row

Jul 07, 2023
Open

Research US - Rising real rates cast a shadow over upbeat macro data

Jul 07, 2023
Open

Market Movers - 10-14 July 2023

Jul 07, 2023
Open

Research Turkey - Fixing the economy with only bad options on the table

Jul 04, 2023
Open

Market Movers - 3-7 July 2023

Jun 30, 2023
Open

Weekly Focus - Two-sided risks ahead for H2

Jun 30, 2023
Open

Flash comment Riksbank - 25bp hike and more QT

Jun 29, 2023
Open

Executive Briefing - Sticky inflation and a mixed bag of risks

Jun 27, 2023
Open

Geopolitical radar - Making sense of what is happening in Russia

Jun 26, 2023
Open

Market Movers - 26-30 June 2023

Jun 23, 2023
Open

Weekly Focus - Hawkish surprise

Jun 23, 2023
Open

Geopolitical Radar - Ukraine counteroffensive ongoing, Blinken visits Beijing

Jun 22, 2023
Open

Bank of England Review - Stay negative on GBP despite 50bp surprise

Jun 22, 2023
Open

US Labour Market Monitor - Mixed labour market data masks underlying cooling

Jun 21, 2023
Open

China outlook: muddling through

Jun 21, 2023
Open

Nordic Outlook - Too soon to celebrate

Jun 20, 2023
Open

Weekly Focus - Hawkish messages from the Fed and ECB

Jun 16, 2023
Open

Bank of England Preview - Look to sell GBP on aggressive BoE pricing

Jun 16, 2023
Open

Market Movers - 9-23 June 2023

Jun 16, 2023
Open

Flash Comment Denmark - DN follows ECB and hikes 25bp

Jun 15, 2023
Open

Flash: ECB Review - 'Very likely' to hike again in July

Jun 15, 2023
Open

Global Inflation Watch - Euro area inflation pressures remain sticky

Jun 14, 2023
Open

Research US - Fed review: Powell's hawkish bluff

Jun 14, 2023
Open

Euro Area Macro Monitor - Can the May disinflationary impulse be trusted?

Jun 13, 2023
Open

Spending Monitor - Spending growth bounced back into slightly positive territory in May

Jun 12, 2023
Open

Weekly Focus - ECB hike coming up, what about the Fed?

Jun 09, 2023
Open

Market Movers - 9 June 2023

Jun 09, 2023
Open

ECB Preview - Looking beyond next week

Jun 08, 2023
Open

Research US - Fed preview: On hold

Jun 08, 2023
Open

Market Movers - 5-9 June 2023

Jun 02, 2023
Open

Weekly Focus - Softer inflation prints drive yields lower

Jun 02, 2023
Open

Executive Briefing - strong service sectors and weak manufacturing

Jun 02, 2023
Open

Research Turkey - Time to fasten seatbelts as Erdogan secures another term

May 29, 2023
Open

Market Movers - 29 May - 2 June 2023

May 26, 2023
Open

Weekly Focus - A debt ceiling deal in the vicinity?

May 26, 2023
Open

Geopolitical radar - Spring offensive starting in Ukraine

May 22, 2023
Open

US Labour Market Monitor - Labour markets soften - but only gradually

May 17, 2023
Open

Spending Monitor - Spending has weakened somewhat compared to start of the year

May 12, 2023
Open

Weekly Focus - Inflation battle not done as BoE follows suit

May 12, 2023
Open

Market Movers - 15-26 May 2023

May 12, 2023
Open

Global Inflation Watch - Diverging core inflation trends

May 11, 2023
Open

Bank of England Review - A data dependent approach

May 11, 2023
Open

Euro Area Macro Monitor - Core inflation easing yet service price pressure still persists

May 10, 2023
Open

Flash Comment Riksbank - April 2023 Minutes - Less dovish than the initial impression

May 09, 2023
Open

Research Turkey - Erdogan's final countdown

May 08, 2023
Open

Market Movers - 8-12 May 2023

May 04, 2023
Open

Flash ECB Review - ECB hikes 25bp and ends APP reinvestments

May 04, 2023
Open

Weekly Focus - US bank jitters return

May 04, 2023
Open

Bank of England Preview - 25 and priming the markets for a pause

May 04, 2023
Open

Research US - Fed review: A balanced end to the hiking cycle

May 03, 2023
Open

Executive Briefing - Unclear economic picture difficult for central banks

May 02, 2023
Open

Market Movers - 1-5 May 2023

Apr 28, 2023
Open

Weekly Focus - All eyes on big central banks

Apr 28, 2023
Open

Danske Banks Boprisindikator - Bostadspriserna steg under april

Apr 28, 2023
Open

ECB Preview - The art of compromise

Apr 27, 2023
Open

Research US - Fed Preview: One more hike - Cuts still far away

Apr 27, 2023
Open

Flash comment Riksbank - Dovish hike

Apr 26, 2023
Open

China Macro Monitor - 2023 growth revised up to 6.2%

Apr 24, 2023
Open

Market Movers - 24-28 April 2023

Apr 21, 2023
Open

Bank of Japan Preview - Risk of tightening too soon still dominates

Apr 21, 2023
Open

Weekly Focus - PMIs continue to show a two-speed economy

Apr 21, 2023
Open

Research US - X-date looms closer as 'Tax Day' disappoints

Apr 20, 2023
Open

Weekly Focus - Taking cues from economic data again

Apr 14, 2023
Open

US Labour Market Monitor - The Fed welcomes early signs of easing labour markets

Apr 14, 2023
Open

Market Movers - 17-21 April 2023

Apr 14, 2023
Open

Riksbank preview: March inflation makes 50bp more likely in April - we adjust our call

Apr 14, 2023
Open

Euro macro notes - Germany is falling back into old habits

Apr 14, 2023
Open

Global Inflation Watch - Core inflation pressures remain elevated

Apr 13, 2023
Open

Geopolitical radar - Our new monthly briefing keeps you up to date on key geopolitical developments

Apr 13, 2023
Open

Euro Area Macro Monitor - Steady course despite banking sector jitters

Apr 12, 2023
Open

Euro Area Macro Monitor - Steady course despite banking sector jitters

Apr 12, 2023
Open

Spending Monitor - Spending weakened slightly towards late March

Apr 12, 2023
Open

Nordic Outlook - Unchartered territory

Apr 04, 2023
Open

Executive Briefing - Banking sector risks appear contained for now

Apr 04, 2023
Open

Sweden March 2023 Inflation Preview and Wage Deal Comment

Apr 04, 2023
Open

Finland Outlook - Conservative victory at parliamentary elections

Apr 03, 2023
Open

Weekly Focus - Inflation worries moving up the agenda again

Mar 31, 2023
Open

Market Movers - 3-14 April 2023

Mar 31, 2023
Open

Danske Bank's Boprisindikator - Prices almost unchanged during March

Mar 31, 2023
Open

Research US - Upbeat macro data keeps the Fed on a tightening bias

Mar 31, 2023
Open

Market Movers - 27-31 March 2023

Mar 24, 2023
Open

Weekly Focus - Central banks hold steady course despite banking jitters

Mar 24, 2023
Open

Bank of England Review - Set for another 25bp hike in May

Mar 23, 2023
Open

Research US - Fed review: A cautious 25bp hike

Mar 22, 2023
Open

Spending Monitor - Spending continues to do well in March

Mar 20, 2023
Open

Weekly Focus - ECB holds the course through stormy waters

Mar 17, 2023
Open

Research US - Fed preview: Rate hikes continue despite the volatility

Mar 17, 2023
Open

Bank of England Preview - Final hike in store

Mar 17, 2023
Open

Market Movers - 20-24 March 2023

Mar 17, 2023
Open

Flash ECB Review - 50bp hike, but no guidance for May

Mar 16, 2023
Open

Global Inflation Watch - Central banks balance inflation and financial stability risks

Mar 15, 2023
Open

Flash Comment - Riksbank to hike 75bp +50bp from here

Mar 15, 2023
Open

Research Global - Deglobalisation - is it really happening?

Mar 13, 2023
Open

Market Movers - 13-17 March 2023

Mar 10, 2023
Open

Weekly Focus - Hawkish Powell opens for possibility of a 50bp hike

Mar 10, 2023
Open

Euro macro notes - Housing market: bending, but not breaking

Mar 09, 2023
Open

Euro Area Macro Monitor - Services comeback

Mar 07, 2023
Open

Research China - NPC sets modest growth target at 'around 5%'

Mar 06, 2023
Open

Weekly Focus - US jobs growth in focus

Mar 03, 2023
Open

Executive Briefing - Recession risks ease, but inflation fears resurface

Mar 03, 2023
Open

Research US - Fed finds comfort in retightening financial conditions

Mar 03, 2023
Open

Spending Monitor - Spending improved further in February

Mar 03, 2023
Open

Market Movers - 6-10 March 2023

Mar 03, 2023
Open

ECB Preview - Higher for longer - now seen at 4%

Mar 02, 2023
Open

Research Denmark - Negative spread to EUR here to stay

Mar 01, 2023
Open

China Macro Monitor - Strong growth burst in early 2023

Mar 01, 2023
Open

Danske Bank's Boprisindikator - Prices almost unchanged during February

Feb 28, 2023
Open

Weekly Focus - Geopolitical and inflation risks remain elevated

Feb 24, 2023
Open

Market Movers - 27 February - 3 March 2023

Feb 24, 2023
Open

Outlook Turkey - Erdoğan faces his biggest test as May election approaches

Feb 23, 2023
Open

Spending Monitor - Spending continues to hold up in February

Feb 23, 2023
Open

Research US - We expect a debt ceiling resolution only by next summer

Feb 23, 2023
Open

Flash Comment Riksbank - February 2023 Minutes - We now expect 50bp in April and 25bp in June

Feb 20, 2023
Open

Weekly Focus - Markets price in high rates for longer

Feb 17, 2023
Open

Research Russia-Ukraine: One year since Russia's invasion - Europe faces three changes as it settles into new reality

Feb 17, 2023
Open

Market Movers - 20-25 February 2023

Feb 17, 2023
Open

Global Inflation Watch - High services inflation remains a worry for central banks

Feb 15, 2023
Open

Sweden January 2023 Inflation Preview

Feb 15, 2023
Open

Macro & Fixed Income Update - 15 February 2023

Feb 15, 2023
Open

Weekly Focus - Recession or re-acceleration?

Feb 10, 2023
Open

Market Movers - 13-17 February 2023

Feb 10, 2023
Open

Research US - Soft landing to no landing?

Feb 09, 2023
Open

Flash comment Riksbank - U-turn on SEK

Feb 09, 2023
Open

Spending Monitor: Disappointing Christmas sales is replaced by stronger January spending

Feb 08, 2023
Open

Research China - US-China relations turn sour again

Feb 06, 2023
Open

Euro Area Macro Monitor - Between light and shadow

Feb 06, 2023
Open

Executive Briefing - Markets cheer as recession and inflation risks abate

Feb 06, 2023
Open

Market Movers - 6-10 February 2023

Feb 03, 2023
Open

Weekly Focus - Central banks send softer signal, intentionally or not

Feb 03, 2023
Open

Flash: ECB Review - Markets conclude ECB is close to being done

Feb 02, 2023
Open

Bank of England Review - 50bp hike today and a final 25bp hike in store for March

Feb 02, 2023
Open

Euro macro notes - From recession to stagnation

Feb 02, 2023
Open

Flash Comment - Denmark hikes 15bp less than ECB

Feb 02, 2023
Open

Research US - Fed review: Powell sees a higher chance of a soft landing

Feb 01, 2023
Open

Danske Bank's Boprisindikator: January - prices to decline further from here

Jan 31, 2023
Open

Bank of England Preview - Topside risk to EUR/GBP

Jan 27, 2023
Open

Market Movers - 27 January - 3 February 2023

Jan 27, 2023
Open

Weekly Focus - Upbeat PMIs paint two-sided risks for the central banks

Jan 27, 2023
Open

ECB Preview - Set for another 50bp rate hike

Jan 26, 2023
Open

Research Global - Global manufacturing PMI heading higher in H1

Jan 25, 2023
Open

Euro inflation notes - January surprises

Jan 25, 2023
Open

Research US - Fed preview: What it takes for the Fed to cut rates

Jan 24, 2023
Open

Weekly Focus - Risk sentiment on the back foot

Jan 20, 2023
Open

Market Movers - 23-27 January 2023

Jan 20, 2023
Open

China growth update - More frontloaded recovery

Jan 18, 2023
Open

Global Inflation Watch - Central banks welcome easing wage inflation

Jan 13, 2023
Open

Weekly Focus - Markets are rallying but is it premature?

Jan 13, 2023
Open

Market Movers - 16-20 January 2023

Jan 13, 2023
Open

Euro macro notes - The China connection: short-term boost, long-term worry

Jan 12, 2023
Open

US Labour Market Monitor - Easing wage sum growth suggests Fed is moving to the right direction

Jan 11, 2023
Open

Spending Monitor - Holiday shopping disappointed

Jan 10, 2023
Open

Weekly Focus - A tug of war in financial markets

Jan 06, 2023
Open