Global
/
Nordea
Nordea Market Insights
About
Publications
1360Norges Bank review: Another hawkish tilt
Jun 18, 2026
Riksbank review: Staying on guard
Jun 17, 2026
Fed review: a hawkish hold marks Warsh's debut
Jun 17, 2026
DGB preview: the foreign investors keep coming
Jun 15, 2026
Macro & Markets: Crude disconnect
Jun 12, 2026
ECB Watch: Lively liftoff
Jun 11, 2026
Sweden: Good growth in April
Jun 10, 2026
Surprisingly large jump in Danish inflation
Jun 10, 2026
SEK Covered Monthly: May 2026
Jun 08, 2026
Macro & Markets: Hiking time
Jun 05, 2026
ECB Watch: Yikes, it's time for ECB hikes
Jun 04, 2026
Swedish May flash inflation review: Uptick
Jun 04, 2026
Nordea Economic Outlook: Summer 2026 update
Jun 04, 2026
Bonds & bold: Callables in the real world
Jun 04, 2026
Euro-area flash inflation: Case for a rate hike
Jun 02, 2026
Swedish May PMI: Good growth, higher prices
Jun 01, 2026
€ rates: ECB turns hawkish, markets rally
Jun 01, 2026
Norges Bank Watch: A June hike is off the table
May 29, 2026
Swedish Q1 GDP: A soft patch
May 29, 2026
Swedish May inflation preview: Still too soft
May 29, 2026
Swedish May Tendency Survey: Stable
May 28, 2026
Labour Market Update: Muted recovery
May 28, 2026
Bonds & bold: The leverage dilemma
May 26, 2026
Macro & Markets forecast edition: More decisive ECB than Fed points to a weaker USD ahead
May 22, 2026
Swedish April inflation review: Cheap foreign travel
May 13, 2026
SNDO report May 2026 preview: Minor revisions
May 13, 2026
Economic Outlook Finland: Will growth continue?
May 12, 2026
Forecast update: Inflation in focus
May 12, 2026
Nordea forecast update
May 11, 2026
SEK Covered Monthly: April 2026
May 08, 2026
Macro & Markets: Appalling alternatives
May 08, 2026
Swedish April flash inflation review: Zero core
May 06, 2026
Global Update: Geopolitical drag
May 06, 2026
ECB Watch: Prepared to hike in June
Apr 30, 2026
Euro-area flash inflation: 3% and counting
Apr 30, 2026
Ahead of the Riksbank - turbulent times
Apr 30, 2026
Labour Market Update: Fading momentum
Apr 29, 2026
Swedish Q1 GDP flash: A drop
Apr 29, 2026
ECB Watch: April As-is
Apr 24, 2026
Bonds & bold: Back to square one
Apr 21, 2026
Macro & Markets Forecast Edition: from cuts to hikes
Apr 17, 2026
Sweden Spring Bill 2026 review: Small reforms
Apr 13, 2026
Swedish consumption and production: Soft patch
Apr 10, 2026
Macro & Markets: Permanent peace?
Apr 10, 2026
SEK Covered Monthly: March 2026
Apr 08, 2026
Quarterly reestimation of Nordea's Prepayment Model
Apr 07, 2026
Swedish March flash inflation review: A buffer
Apr 07, 2026
Swedish March PMI: Keeping up the spirits
Apr 01, 2026
Swedish March inflation preview: Energy boost
Mar 31, 2026
Euro-area flash inflation: Impact of the war
Mar 31, 2026
Labour Market Update: Still improving
Mar 31, 2026
Investor distribution for February
Mar 27, 2026
Norges Bank review: Higher rates
Mar 26, 2026
A fragmented Danish parliament
Mar 25, 2026
Riksbank minutes: On hold, but ready to act
Mar 25, 2026
Swedish Tendency Survey: Less bad than feared
Mar 25, 2026
Swedish producer & import prices: A reminder
Mar 25, 2026
Bonds & bold: Market turbulence favors quality, a factor-based approach to bond selection
Mar 24, 2026
€ rates: as goes gas, so goes the ECB
Mar 20, 2026
ECB Watch: Calm, determined and laser-focused
Mar 19, 2026
Riksbank review: Stand by
Mar 19, 2026
Fed review: No rush to cut rates
Mar 18, 2026
Norway rates update: Norges Bank will hike in June
Mar 16, 2026
ECB Watch: It's all about the risk scenarios
Mar 13, 2026
Ahead of the Riksbank - risk management
Mar 13, 2026
The War in the Middle East and Its Economic Impact
Mar 11, 2026
The recent NOK strengthening may prove temporary
Mar 10, 2026
NO CPI review: Still high
Mar 10, 2026
Sweden: Growth less bad than it seems
Mar 10, 2026
SEK Covered Monthly: February 2026
Mar 09, 2026
Macro & Markets: Energy spike tests markets
Mar 06, 2026
€ rates: Trading pain
Mar 06, 2026
ECB Watch: Very vigilant
Mar 05, 2026
Market Pulse SEK: SGBs - show me the cash
Mar 03, 2026
DGB auction tomorrow in large risk-off happening now
Mar 03, 2026
Euro-area flash inflation: Yesterday's news
Mar 03, 2026
Inflation and the Riksbank: A test
Mar 02, 2026
Finland on the rise
Feb 27, 2026
Swedish Q4 GDP: Fiscal boost
Feb 27, 2026
Denmark is going to election
Feb 26, 2026
Swedish Tendency Survey: Manufacturing gloom
Feb 26, 2026
Bonds & bold: Calendar spreads and callable bonds
Feb 25, 2026
Danish Economy Grew 2.9% in 2025
Feb 20, 2026
DGB auction and the Game of Krones
Feb 17, 2026
Bond auction from Republic of Finland on 17 February
Feb 13, 2026
Norway rates update: Rate cuts are off the table
Feb 12, 2026
Sweden: Volatile consumption and robust production
Feb 10, 2026
Sharp drop in Danish inflation
Feb 10, 2026
NO CPI review: Massive upside surprise
Feb 10, 2026
€ rates: Mild optimism
Feb 06, 2026
SEK Covered Monthly: January 2026
Feb 06, 2026
Riksbank: Goran Hjelm new Deputy Governor
Feb 06, 2026
New Nordea covered bond #5541
Feb 06, 2026
Finland: Drivers of rising unemployment
Feb 06, 2026
Swedish January flash inflation review: Low core
Feb 06, 2026
Macro & Markets: Warsh's way or the highway
Feb 06, 2026
ECB Watch: Resilient economy
Feb 05, 2026
Riksbank minutes: Soft
Feb 04, 2026
Swedish January PMI: Resilience
Feb 02, 2026
SEK Covered: New 5.5-year benchmark from SEB
Jan 30, 2026
Swedish January inflation preview: Here we go...
Jan 29, 2026
Swedish Tendency Survey: Small changes
Jan 29, 2026
Riksbank review: Sliding
Jan 29, 2026
Swedish Q4 GDP flash: Temporary slowdown
Jan 29, 2026
ECB Watch: An extended period of stable rates
Jan 28, 2026
Labour Market Update: Recovery is taking place
Jan 28, 2026
Swedish producer & import prices: Down
Jan 27, 2026
Macro & Markets: Triple Yasu
Jan 23, 2026
Ahead of the Riksbank - Tougher trade-offs
Jan 23, 2026
€ rates: Curve jitters
Jan 21, 2026
Nordea Economic Outlook: Northern Lights
Jan 21, 2026
Bonds & bold: The End of Easy Money
Jan 16, 2026
SEK Covered Monthly: December 2025
Jan 12, 2026
Lower Danish inflation in December
Jan 12, 2026
Structural flows turning NOK-positive now
Jan 09, 2026
Sweden: Growth picked up in November
Jan 09, 2026
Macro & Markets: Deductions and delusions
Jan 09, 2026
Nordea Economic Outlook 2026: What Lies Ahead?
Jan 08, 2026
Euro-area flash inflation: Ending 2025 at target
Jan 07, 2026
Quarterly reestimation of Nordea's Prepayment Model
Jan 07, 2026
€ rates: Geopolitical risks kick off 2026
Jan 06, 2026
Swedish December inflation preview: Almost there
Jan 05, 2026
Riksbank minutes: Confident
Dec 30, 2025
We see limited upside in €NOK
Dec 19, 2025
Swedish Tendency Survey: Gearing up
Dec 19, 2025
ECB Watch: Rates nailed to 2%
Dec 18, 2025
Norges Bank Review: Slightly on the hawkish side
Dec 18, 2025
Riksbank review: A very small step
Dec 18, 2025
Bonds & bold: How to run your hedge fund in 2026
Dec 17, 2025
Ahead of the Riksbank - Reaction times
Dec 11, 2025
Sweden: Temporary setback in October
Dec 10, 2025
ECB Watch: Risky business
Dec 09, 2025
SEK Covered Monthly: November 2025
Dec 03, 2025
Bonds & bold: Sell callables bonds!
Dec 02, 2025
Swedish November PMI: Hovering around 55
Dec 01, 2025
Macro & Markets: Financing fiscal deficits will likely be much harder in the years ahead
Nov 28, 2025
Finland is toddling in a recession
Nov 28, 2025
Swedish Q3 GDP: Strong growth confirmed
Nov 28, 2025
Swedish November inflation preview: A step down
Nov 27, 2025
ECB Watch: More focus on financial stability risks
Nov 27, 2025
SNDO report November 2025 review: Bonds. More Bonds.
Nov 27, 2025
Swedish Tendency Survey: Good growth
Nov 27, 2025
NGB Auction Preview
Nov 25, 2025
€ rates: Dutch trades
Nov 24, 2025
Bonds & Bold: Callable Bonds a Lottery Ticket?
Nov 21, 2025
Macro & Markets: Lapsing liquidity
Nov 21, 2025
Sweden and Norway: Persistent currency weakness
Nov 19, 2025
Auction Wednesday in DGB35 Green and DGB52
Nov 17, 2025
Setback on the labour market
Nov 14, 2025
SNDO report November 2025 preview: More supply
Nov 14, 2025
From CITA to DESTR in Nordea Analytics
Nov 13, 2025
Finnish T-bill auction November 11th
Nov 10, 2025
Sweden: Good growth in September
Nov 10, 2025
Danish inflation stays above 2%
Nov 10, 2025
Macro & Markets: Restarting the money printer
Nov 07, 2025
SEK Covered Monthly: October 2025
Nov 06, 2025
Swedish October flash inflation review: Uptick
Nov 06, 2025
Riksbank review: Steady
Nov 05, 2025
DGB Auction tomorrow: DGB27 and DGB35
Nov 04, 2025
Swedish October PMI: Decent
Nov 03, 2025
Macro & Markets: How accurate is the assessment of downside risk to the US labour market?
Oct 31, 2025
Euro-area flash inflation: The ECB can stay calm
Oct 31, 2025
Norges Bank Preview: Firmly on hold
Oct 31, 2025
ECB Watch: Abating risks
Oct 30, 2025
The decline of the Finnish economy continues
Oct 30, 2025
Swedish Tendency Survey: Back to normal
Oct 30, 2025
Ahead of the Riksbank - Green shoots
Oct 30, 2025
Swedish October inflation preview: Heading south
Oct 30, 2025
Ahead of the Riksbank's announcement - Green shoots
Oct 30, 2025
FOMC Review: Second consecutive rate cut, but a December cut is "far from a foregone conclusion"
Oct 29, 2025
Swedish Q3 GDP flash: Recovery taking hold
Oct 29, 2025
ECB Watch: The place to be
Oct 24, 2025
Bonds & bold: Factor it all in
Oct 24, 2025
Macro & Markets: Less press but not without stress
Oct 24, 2025
USD: It is hard to see the forest for the trees
Oct 24, 2025
Increasing DKK liquidity may be here to stay
Oct 22, 2025
DGB Auction: DGB27 and DGB35 and a few reflections on exclusion of DGB26 from Nordea government index
Oct 21, 2025
Macro & Markets forecast edition: How dovish could Fed become in the face of large issuance volumes?
Oct 17, 2025
Sweden: Strong hard data for August
Oct 10, 2025
Finnish T-bill Auction October 14th
Oct 10, 2025
SEK Covered Monthly: September 2025
Oct 07, 2025
Quarterly reestimation of Nordea's Prepayment Model
Oct 06, 2025
Swedish September inflation preview: Autumn dull
Oct 02, 2025
Swedish September inflation preview: A dull autumn
Oct 02, 2025
Euro-area flash inflation: Steady outlook
Oct 01, 2025
The pharmaceutical sector drives the Danish economy
Sep 30, 2025
DGB Auction: DGB27 and DGB35
Sep 30, 2025
Riksbank minutes: Steady path ahead
Sep 29, 2025
€ rates: How about that outright receiving
Sep 26, 2025
Investor Distribution for August: Massive Performance Despite Foreign Investors on the Sideline
Sep 26, 2025
Why don't Finns consume?
Sep 25, 2025
Swedish Tendency Survey: Regaining confidence
Sep 24, 2025
Riksbank review: More active monetary policy
Sep 23, 2025
Sweden Budget Bill Review: Booster
Sep 22, 2025
Macro & Markets forecast edition: Fed will cut more before they realize cuts are not needed
Sep 19, 2025
Norges Bank Review: A hawkish cut
Sep 18, 2025
Riksbank preview: Improved growth outlook
Sep 18, 2025
FOMC Review: A "risk management cut" from FED
Sep 17, 2025
Sweden: Hopeful signals from the labour market
Sep 17, 2025
We expect the €NOK trend to turn soon
Sep 17, 2025
Macro & Markets: Dejavu Versus Delusion
Sep 12, 2025
Norges Bank Preview: To cut or not to cut
Sep 12, 2025
ECB Watch: Rates going nowhere for now
Sep 11, 2025
Sweden: VAT for food is lowered
Sep 04, 2025
ECB Watch: Unmoved
Sep 04, 2025
SEK Covered Monthly: August 2025
Sep 03, 2025
Bonds & Bold: Return Free Risk Once Again?
Sep 03, 2025
Nordea Economic Outlook: Steady path
Sep 03, 2025
Euro-area flash inflation: Victory laps can continue
Sep 02, 2025
Nordea XCCY publication: Q3-2025
Sep 02, 2025
DGB Auction: DGBi30 and DGB35
Sep 02, 2025
Swedish August PMI: Broad rise
Sep 01, 2025
Swedish Q2 GDP: One step forward
Aug 29, 2025
Subdued spring in the Finnish economy
Aug 29, 2025
Macro & Markets: Indispensable independence
Aug 29, 2025
Larger financing requirements in Denmark - perhaps also increased sales of government bonds
Aug 29, 2025
ECB Watch: Happy place
Aug 28, 2025
Foreign and Households bought callable bonds in July
Aug 28, 2025
Swedish Tendency Survey: Normalizing
Aug 28, 2025
Riksbank minutes: Vigilance
Aug 26, 2025
Bonds & Bold: Brutal Performance
Aug 25, 2025
Macro & Markets: Cuts or buts?
Aug 22, 2025
Riksbank review: Sticking to the plan
Aug 20, 2025
Solid comeback to Danish GDP growth
Aug 20, 2025
Surprisingly high inflation in Denmark
Jul 10, 2025
Sweden: Weak consumption
Jul 10, 2025
Investor distribution May 2025
Jul 08, 2025
Swedish June flash inflation review: Core above 3%
Jul 07, 2025
DGB Auction: DGB35 and DGB52
Jul 07, 2025
SEK Covered Monthly: June 2025
Jul 04, 2025
ECB Watch: On hold for now
Jul 03, 2025
Swedish June inflation preview: back to 3%
Jul 01, 2025
Mixed Danish signals
Jun 30, 2025
Swedish Tendency Survey: Business confidence down
Jun 26, 2025
Bonds & Bold: Elucidating a Single Chart
Jun 26, 2025
Major forecasts: In the hunt for investor confidence neither USD nor long end bonds seem likely favourite
Jun 24, 2025
Macro & Markets: The Fed is wise to "wait-and-see"
Jun 20, 2025
Norway rates update: Two cuts and done
Jun 19, 2025
FOMC Review: Still "wait and see" approach
Jun 19, 2025
Finland's economy grew after all
Jun 18, 2025
Riksbank review: Easing bias - but longer out
Jun 18, 2025
Swedish Labour Market: Mixed trends
Jun 17, 2025
Ahead of the Riksbank: Mood enhancer
Jun 13, 2025
Macro & Markets: Remote recovery
Jun 13, 2025
Norges Bank Preview: Guiding for a September cut
Jun 13, 2025
Swedish Labour Market: Weak signals
Jun 12, 2025
Housing market theme: Causes and consequences of overproduction in residential construction
Jun 11, 2025
Minor increase in Danish inflation
Jun 10, 2025
Sweden: Rising consumption
Jun 10, 2025
SEK Covered Monthly: May2025
Jun 10, 2025
New call on the Riksbank: Rate cut in June
Jun 09, 2025
Macro & Markets: Investors are preparing for a sunny summer, but dark clouds hang on the horizon
Jun 06, 2025
ECB Watch: Done?
Jun 05, 2025
Swedish May flash inflation review: Inflation easing
Jun 05, 2025
Euro-area flash inflation: Back to the ECB's target
Jun 03, 2025
New SGB1067 in light of higher funding needs
Jun 02, 2025
DGB auction Tuesday
Jun 02, 2025
Swedish Q1 GDP: Bad numbers
May 30, 2025
Macro & Markets: Petrifying premia
May 30, 2025
ECB Watch: Final cut?
May 30, 2025
Investor distribution for April.
May 28, 2025
Swedish Tendency Survey: Gradual recovery
May 27, 2025
Swedish Labour Market: Strong employment
May 23, 2025
Nordea Economic Outlook: Weathering the storm
May 21, 2025
Weak Danish keyfigures
May 20, 2025
Finland: Government bond auction Tuesday
May 19, 2025
Macro & Markets: Two steps forward, two steps back
May 16, 2025
Norway GDP review: Stronger than expected
May 15, 2025
Major forecasts: Zigzagging policy hurts confidence
May 13, 2025
SEK Covered: New 7-year benchmark from LF Hypotek
May 12, 2025
Finnish t-bill auction Tuesday 13th
May 12, 2025
Unchanged Danish inflation in April
May 12, 2025
Riksbank review: On hold
May 08, 2025
Norges Bank kept its policy rate unchanged
May 08, 2025
EUR rates: 10s30s in positive territory
May 07, 2025
EUR rates: 10s30s in positive
May 07, 2025
FOMC Review: Still not in a hurry
May 07, 2025
SEK Covered Monthly: April 2025
May 06, 2025
Swedish April inflation preview: Caffeine kick
May 02, 2025
Ahead of the Riksbank: Inflation is still looming
May 02, 2025
Investor distribution for March: Foreign investors reducing their holdings of callalbe bonds
May 01, 2025
Investor distribution for March: Foreign investors reducing their holdings of callable bonds
May 01, 2025
Finland: There are no signs of a recession yet
Apr 30, 2025
Macro & Markets: Another Godot's recession
Apr 30, 2025
Nordea XCCY publication: Q2-2025
Apr 30, 2025
Swedish Q1 flash GDP: Flat
Apr 29, 2025
Swedish Tendency Survey: Concerned households
Apr 29, 2025
Swedish producer & import prices: Sharp drop
Apr 28, 2025
Finland: Bold tax measures from the Government
Apr 25, 2025
New 5-year benchmark from SEB
Apr 25, 2025
EUR rates: Front-end steepness
Apr 23, 2025
Is China ready for a trade war?
Apr 22, 2025
Swedish Labour Market: Improvement
Apr 22, 2025
DGB auction. Cheaper but not really
Apr 22, 2025
ECB Watch: In undefined territory
Apr 17, 2025
ECB Watch: No time to pause
Apr 11, 2025
Swedish March inflation review: A relief
Apr 11, 2025
Sweden Spring Bill 2025 preview: Support
Apr 10, 2025
Major forecasts: The tariff mess
Apr 10, 2025
Bonds & Bold: Confirmation Bias
Apr 10, 2025
Sweden: Consumption picking up
Apr 10, 2025
SEK Covered Monthly: March 2025
Apr 09, 2025
Quarterly re-estimation of Nordea's prepayment model
Apr 07, 2025
Finnish T-bill auction 8 April
Apr 07, 2025
Macro & Markets: The day after liberation day
Apr 04, 2025
DGB Auction: DGB27 and DGB35 on auction
Apr 01, 2025
Euro-area flash inflation: Increasingly unimportant?
Apr 01, 2025
Warm spring in the Finnish economy
Mar 28, 2025
Investor distribution: February numbers are in
Mar 28, 2025
Macro & Markets: Mar-a-Lago accord?
Mar 27, 2025
Swedish Tendency Survey: Gloomy households
Mar 26, 2025
Riksbank minutes: Balancing risks
Mar 26, 2025
Norges Bank Preview: No rate cut in March
Mar 21, 2025
Macro & Markets: Euro boom or euro bust?
Mar 21, 2025
EUR rates: Opening up scenarios
Mar 20, 2025
FOMC Review: Higher uncertainty with little effect
Mar 19, 2025
Lower EURNOK before the trend reverses
Mar 19, 2025
DGB Auction: Breaking through?
Mar 18, 2025
Finnish Government Bond Auction on Tuesday
Mar 17, 2025
SEK Covered Monthly
Mar 14, 2025
Riksbank preview: Hawkish hold
Mar 14, 2025
Norway rates update: Rate cuts are off
Mar 13, 2025
Major forecasts: Fiscal policy is in the driver seat
Mar 11, 2025
Sweden: Fragile consumption trends
Mar 10, 2025
Finnish T-bill auction 11 March
Mar 10, 2025
Danish inflation: Much higher than expected
Mar 10, 2025
NO CPI review: March cut is off
Mar 10, 2025
Macro & Markets: Fiscal Shifts Hurt the Dollar
Mar 07, 2025
The Riksbank: Prepared to act
Mar 07, 2025
Swedish February flash inflation review: Up further
Mar 06, 2025
ECB Watch: Phenomenal uncertainty
Mar 06, 2025
Trumponomics and the Norwegian economy
Mar 05, 2025
NO CPI preview: Higher than expected
Mar 05, 2025
Uncertainty about the fall in housing investment
Mar 04, 2025
DGB auction: Buy, buy, buy
Mar 04, 2025
Swedish February inflation preview: No relief
Mar 03, 2025
Euro-area flash inflation: Coming down
Mar 03, 2025
Investor distribution for January: Foreign investors and households bought callable bonds
Feb 28, 2025
ECB Watch: Direction unchanged
Feb 28, 2025
Finland's GDP contracted at the end of the year
Feb 28, 2025
Macro & Markets: Deja Vu
Feb 28, 2025
NO Unemployment flash: Lower than expected
Feb 28, 2025
Swedish Q4 GDP: The recovery has started
Feb 28, 2025
Sweden: Growing defence budget
Feb 27, 2025
Macro & Markets: Goods inflation comeback
Feb 21, 2025
EUR rates: Fewer cuts, more issuance
Feb 21, 2025
New call on the Riksbank: Done cutting rates
Feb 20, 2025
The Danish government's new Acceleration Fund
Feb 19, 2025
DGB auction preview: DGB35 and DGB52 offered
Feb 18, 2025
Swedish January inflation review: Details less bad
Feb 18, 2025
Swedish Labour Market: Don't panic
Feb 17, 2025
First Auction in Finnish Government Bonds in 2025
Feb 17, 2025
Tariff impact on the Euro area and the Nordics
Feb 14, 2025
Macro & Markets: Jammed brake
Feb 14, 2025
NO GDP Q4 review: Not as bad as you think
Feb 11, 2025
EURNOK Update: Limited downside in EURNOK from here
Feb 11, 2025
Finland: T-bill auction February 11th
Feb 10, 2025
NO CPI review: Higher than expected
Feb 10, 2025
Macro & Markets: The Return of the Trade Wars
Feb 07, 2025
SEK Covered Monthly
Feb 07, 2025
Swedish January flash inflation review: Ouch
Feb 06, 2025
Riksbank minutes: Sticking to the plan
Feb 04, 2025
Euro-area flash inflation: 2% in sight
Feb 03, 2025
DGB preview: New 10y benchmark
Jan 31, 2025
EM Traffic Light January 2025
Jan 30, 2025
Macro & Markets: Divergent central banks
Jan 30, 2025
Swedish Tendency Survey: Slightly better
Jan 30, 2025
FOMC Review: Not in a hurry
Jan 29, 2025
Riksbank review: Wait-and-see stance
Jan 29, 2025
Riksbank preview: At the mercy of the wider world
Jan 27, 2025
Macro & Markets: It's all about Trump & tariffs
Jan 24, 2025
ECB Watch: Restraining restrictiveness
Jan 23, 2025
Nordea Economic Outlook: Consumer comeback
Jan 22, 2025
Major forecasts: Different strokes
Jan 21, 2025
China's growth continues to rely on stimulus in 2025
Jan 17, 2025
ECB Watch: Firmly in rate cutting territory
Jan 16, 2025
Norges Bank Preview: First cut in March
Jan 16, 2025
Swedish December inflation review: A low reading
Jan 15, 2025
SEK Covered Monthly
Jan 14, 2025
Macro & Markets: High Optimism Warrants Caution
Jan 10, 2025
EUR rates: Stretched ECB pricing
Jan 10, 2025
Quarterly re-estimation of Nordea's prepayment model. Interesting findings across issuers
Jan 08, 2025
Sweden Macro: Christmas holiday wrap-up
Jan 07, 2025
Macro & Markets: A new year, a new phase for the Fed
Jan 03, 2025
Bonds & bold: One chart to rule them all!
Jan 03, 2025
Macro & Markets: Evolving expectations
Dec 20, 2024
EUR rates: Two ideas to end the year
Dec 20, 2024
Swedish Tendency Survey: Gloomy households
Dec 20, 2024
Riksbank flash-comment: Hawkish cut
Dec 19, 2024
Norges Bank review: Higher rate path
Dec 19, 2024
FOMC Review: A close call
Dec 18, 2024
Major forecasts: Diverging economies fuel the dollar
Dec 17, 2024
NGB: Borrowing programme 2025
Dec 13, 2024
Ahead of the Riksbank - Sticking to the plan
Dec 13, 2024
Norges Bank Preview: Higher rate path
Dec 13, 2024
Finland: Public revenues' weak purchasing power
Dec 12, 2024
ECB Watch: Still restrictive, but not for long
Dec 12, 2024
Swedish November inflation review: Several surprises
Dec 12, 2024
Danmarks Nationalbank lowers interest rates
Dec 12, 2024
Unchanged Danish inflation
Dec 10, 2024
Sweden: Weak start on Q4
Dec 10, 2024
Macro & Markets: Diverging risks
Dec 06, 2024
Swedish November inflation review: Above forecasts
Dec 05, 2024
SEK Covered Monthly
Dec 05, 2024
ECB Watch: Deep dive
Dec 04, 2024
Exports kept Finland's GDP growing
Dec 02, 2024
Swedish Q3 GDP: Exports of services surging
Nov 29, 2024
Macro & Markets: System overload
Nov 29, 2024
EM Traffic Light November 2024
Nov 28, 2024
Investor distribution October: Gliding along
Nov 28, 2024
Swedish Tendency Survey: Awakening
Nov 28, 2024
SNDO report November 2024 Preview: Upward revision
Nov 26, 2024
Riksbank: Lowering the neutral rate
Nov 26, 2024
Nordic Card Data - October 2024
Nov 21, 2024
Swedish Labour Market: Continued weakness
Nov 15, 2024
Macro & Markets: Back to black?
Nov 15, 2024
Swedish October inflation review: Small deviations
Nov 14, 2024
Riksbank minutes: Support in uncertain times
Nov 13, 2024
March-cut is more likely now
Nov 11, 2024
Danish inflation creeps higher
Nov 11, 2024
FOMC Review: Closer to neutral
Nov 08, 2024
Riksbank flash-comment: Cut by 50bp
Nov 07, 2024
NOK Update: Weak NOK for a longer time
Nov 07, 2024
Riksbank review: Supporting growth
Nov 07, 2024
SEK Covered Monthly
Nov 07, 2024
Major forecasts: Trump to push US rates higher
Nov 06, 2024
Sweden: Relaxed amortisation rules longer out
Nov 04, 2024
Macro & Markets: Faster, bigger, deeper?
Nov 01, 2024
Norges Bank Preview: No change
Nov 01, 2024
Swedish October PMI: Uptick
Nov 01, 2024
Euro-area flash inflation: Back to target
Oct 31, 2024
Riksbank preview: To the rescue
Oct 31, 2024
Swedish October inflation preview: A quiet month
Oct 31, 2024
EUR rates: Asset swap spreads tightening
Oct 30, 2024
Swedish Tendency Survey: Weak but mixed
Oct 30, 2024
Swedish Q3 flash GDP: Still in recession
Oct 29, 2024
A new framework for Norges Bank's market operations
Oct 28, 2024
Swedish producer & import prices: Dropping back
Oct 25, 2024
Macro & Markets: Catching up
Oct 25, 2024
Major forecasts: Voting for lower rates
Oct 24, 2024
EUR rates: 50bp Dec rate cut risk
Oct 24, 2024
Macro & Markets: Mission Rate Impossible
Oct 18, 2024
China's confidence problem is difficult to fix
Oct 18, 2024
Nordic Card Data - September 2024
Oct 18, 2024
Swedish Labour Market: Weaker as feared
Oct 18, 2024
ECB Watch: Rapid reductions
Oct 17, 2024
Warm August in Finland's economy
Oct 15, 2024
Macro & Markets: Trumped up expectations
Oct 11, 2024
NOK Update: Weaker NOK towards the winter, before just a gradual appreciation next year
Oct 11, 2024
NO CPI: Slightly lower than Norges Bank
Oct 10, 2024
ECB Watch: Rate cuts on fast track
Oct 10, 2024
Nordea XCCY Publication: October Edition
Oct 09, 2024
SEK Covered Monthly
Oct 07, 2024
Macro & Markets: Atlantic divergence
Oct 04, 2024
Swedish September inflation preview: Grand opening
Oct 04, 2024
Quarterly re-estimation of Nordea's prepayment model
Oct 03, 2024
Swedish September PMI: Better than peers
Oct 01, 2024
ECB Watch: Soft inflation supports an October cut
Oct 01, 2024
New call on the Riksbank: Swifter easing
Oct 01, 2024
Investor distribution for August: Moderate activity
Sep 27, 2024
EM Traffic Light September 2024
Sep 27, 2024
Macro & Markets: The sick man is back
Sep 27, 2024
Swedish Tendency Survey: Sideways
Sep 26, 2024
Riksbank flash-comment: Cut by 25bp
Sep 25, 2024
Riksbank review: Step by step
Sep 25, 2024
EUR rates: Highway to neutral
Sep 24, 2024
Major forecasts: More slowly from here
Sep 20, 2024
Nordic Card Data - August 2024
Sep 20, 2024
Macro & Markets: Getting ahead of downside risks
Sep 20, 2024
Sweden Autumn Bill 2025 Review: Expansionary
Sep 19, 2024
Riksbank preview: Gradually or gradually
Sep 19, 2024
Norges Bank Review: No hurry, as expected
Sep 19, 2024
Swedish Labour Market: Not worse
Sep 18, 2024
FOMC Review: Don't get used to 50s
Sep 18, 2024
DGB update: Auction in DGB26 and DGB33 Green
Sep 17, 2024
Sweden Autumn Bill 2025 Preview: New phase
Sep 16, 2024
Norges Bank Preview: Slightly lower rate path
Sep 15, 2024
Macro & Markets: The time has come
Sep 13, 2024
ECB Watch: Quarterly cuts it is
Sep 12, 2024
Swedish August inflation review: New cycle low
Sep 12, 2024
Swedish July GDP: One step forward, one step back
Sep 10, 2024
Danish inflation picks up again
Sep 10, 2024
Macro & Markets: Time to normalize, not panic
Sep 06, 2024
Swedish August inflation preview: Warm and windy
Sep 06, 2024
ECB Watch: To cut or not to not cut
Sep 05, 2024
SEK Covered Monthly
Sep 05, 2024
Swedish inflation expectations: At target
Sep 04, 2024
New call on the Riksbank: Policy rate 2% in 2025
Sep 04, 2024
Nordea Economic Outlook: Precision play
Sep 04, 2024
DGB update: Auction in DGB26 and DGB33
Sep 03, 2024
Bonds & bold: Drop the banana
Aug 30, 2024
EUR rates: Unmistakable
Aug 30, 2024
Macro & Markets: Was it all about Beryl?
Aug 30, 2024
Euro-area flash inflation: Closer to target
Aug 30, 2024
Swedish Tendency Survey: Stagnant
Aug 29, 2024
Swedish Q2 GDP: Depressed domestic demand
Aug 29, 2024
Stay ahead: Join the Nordea Economic Outlook webinar
Aug 23, 2024
Swedish Labour Market: Higher unemployment
Aug 23, 2024
Nordic Card Data - July 2024
Aug 23, 2024
EUR rates: Paying the front
Aug 21, 2024
Solid Danish GDP growth
Aug 20, 2024
Riksbank flash-comment: Dovish cut
Aug 20, 2024
Macro & Markets: It's the sticky inflation, stupid
Aug 16, 2024
Major forecasts: Inflation low enough for the Fed
Aug 15, 2024
EM Traffic Light August 2024
Aug 15, 2024
EUR rates: Past the turning point
Aug 14, 2024
Swedish July inflation review: A bumpy ride
Aug 14, 2024
SEK Covered Monthly
Aug 12, 2024
Macro & Markets: Just remember to breathe
Aug 09, 2024
Swedish housing market: Losing momentum
Aug 09, 2024
Sweden: Consumption concerns
Aug 09, 2024
NOK Update: Market pessimism overdone for Norway
Aug 07, 2024
Sweden Macro: Summer holiday wrap-up
Aug 05, 2024
Macro & Markets: Rattled rallies
Aug 02, 2024
FOMC Review: Getting ready
Aug 01, 2024
Swedish July PMI: Don't overreact
Aug 01, 2024
Euro-area flash inflation: Super-sticky
Jul 31, 2024
Bonds & bold: A storm is coming
Jul 30, 2024
Swedish Tendency Survey: Not out of the woods yet
Jul 30, 2024
Swedish Q2 flash GDP: Downturn
Jul 29, 2024
Swedish Labour Market: Big swings
Jul 26, 2024
Quarterly re-estimation of Nordea's prepayment model
Jul 25, 2024
Nordic Card Data - June 2024
Jul 19, 2024
ECB Watch: Summer slumber
Jul 18, 2024
ECB Watch: Dreaming of more data
Jul 16, 2024
Swedish June inflation review: Well below target
Jul 12, 2024
EUR rates: The H2 watchlist
Jul 09, 2024
DGB update: Final DGB auction before summer break
Jul 09, 2024
Swedish June inflation preview: Below target
Jul 05, 2024
SEK Covered Monthly: June 2024
Jul 04, 2024
Euro-area flash inflation: Undramatic
Jul 02, 2024
Investor Distribution for May: Foreign selling of callable bonds continue while households buy
Jul 01, 2024
Riksbank flash-comment: Dovish hold
Jun 27, 2024
Swedish Tendency Survey: Slow improvement
Jun 27, 2024
Riksbank review: Aiming for August
Jun 27, 2024
Macro & Markets: Storm clouds are gathering
Jun 21, 2024
Norges Bank Review: Get used to it
Jun 20, 2024
Ahead of the Riksbank: Small step
Jun 20, 2024
Swedish Labour Market: A turn for the worse
Jun 19, 2024
Major forecasts: It's all data dependent
Jun 19, 2024
Nordic Card Data - May 2024
Jun 19, 2024
EM Traffic Light June 2024
Jun 17, 2024
EUR rates: Postponed
Jun 17, 2024
Norges Bank Preview: Postponing the rate cut
Jun 14, 2024
Swedish May inflation review: Setback
Jun 14, 2024
Bonds & bold: Model release Thursday 20 June
Jun 13, 2024
NO Regional Network flash: Solid improvement
Jun 13, 2024
Swedish inflation expectations: Well anchored
Jun 13, 2024
FOMC Review: Modest further progress
Jun 12, 2024
Bond Watch: Waiting for the rally
Jun 10, 2024
Sweden: Weak start for Q2 GDP
Jun 10, 2024
NO CPI: Broadly in line with Norges Bank
Jun 10, 2024
Substantial increase in Danish inflation
Jun 10, 2024
Swedish May inflation preview: On target
Jun 07, 2024
Macro & Markets: Cutting into an upturn
Jun 07, 2024
SEK Covered Monthly
Jun 06, 2024
ECB Watch: First Slice, Hold the Seconds
Jun 06, 2024
DGB update: Auction in DGB26, DGB33 & DGB52
Jun 03, 2024
Macro & Markets: Cut now, then see
May 31, 2024
ECB Watch: Snip now, do the data dance later
May 30, 2024
Swedish Tendency Survey: Continued low inflation
May 30, 2024
SNDO report May 2024: Sticking to the plan
May 30, 2024
Swedish Q1 GDP: Higher growth but from a lower level
May 30, 2024
EUR rates: Two ideas for an ECB rally
May 29, 2024
Macro & Markets: Everything is about interest rates
May 24, 2024
EUR rates: After June
May 24, 2024
Nordic Card Data - April 2024
May 24, 2024
Bonds & bold: Trade idea, buy 4%56's
May 22, 2024
Swedish Labour Market: Balancing act
May 22, 2024
Sharp decline in Danish GDP
May 21, 2024
Macro & Markets: Careful cuts
May 17, 2024
EM Traffic Light May 2024
May 16, 2024
Major forecasts: Divergence
May 16, 2024
Swedish April inflation review: Another low reading
May 15, 2024
Nordea XCCY publication: May Edition
May 15, 2024
Finland: GDP figures surprise to the upside
May 15, 2024
Swedish housing market: Waking up
May 13, 2024
NO Inflation: Inflation continues down
May 10, 2024
Macro & Markets: My way
May 10, 2024
ECB Watch: Increasing confidence
May 10, 2024
Swedish April inflation preview: Undramatic uptick
May 08, 2024
Riksbank flash-comment: Hawkish cut
May 08, 2024
DGB update: Auction in DGB26 and DGB33
May 07, 2024
SEK Covered Monthly
May 06, 2024
Norges Bank Flash: Hinting at a later rate cut
May 03, 2024
Bonds & bold: Most described auction in years
May 03, 2024
Macro & Markets: Status quo
May 03, 2024
CNY: Still preferring stability?
May 03, 2024
Swedish April PMI: Surfacing
May 02, 2024
Euro-area flash inflation: Good enough
Apr 30, 2024
Swedish Q1 flash GDP: Continued stagnation
Apr 29, 2024
Good news for potential callable bond buyers, Foreign investors continued to sell in March
Apr 29, 2024
Macro & Markets: Storm clouds ahead
Apr 26, 2024
Swedish Tendency Survey: Low inflation
Apr 25, 2024
Nordea Economic Outlook: Falling into place
Apr 24, 2024
Bond Watch: In anticipation of a recovery
Apr 22, 2024
Macro & Markets: All caught up
Apr 19, 2024
Nordic Card Data - March 2024
Apr 19, 2024
EUR rates: Front-end sell-off
Apr 18, 2024
EM Traffic Light April 2024
Apr 16, 2024
China: Keeping up appearances
Apr 16, 2024
DGB update: Auction in DGB26 and DGB33 Green
Apr 16, 2024
Sweden Spring Bill review: Looking ahead
Apr 15, 2024
Swedish March inflation review: Low scenario at play
Apr 12, 2024
Macro & Markets: Enduringly Elevated
Apr 12, 2024
ECB Watch: Paving the way for a June cut
Apr 11, 2024
Sweden Spring Bill 2024 Preview: Easing constraints
Apr 10, 2024
EUR rates: Inflation, what inflation?
Apr 10, 2024
Sweden: Sideways
Apr 10, 2024
NO Inflation: Good news
Apr 10, 2024
Bond Watch: Better levels vs swaps
Apr 08, 2024
SEK Covered Monthly
Apr 05, 2024
Bonds & bold: Time to trade dislocations
Apr 05, 2024
ECB Watch: We like June more than April
Apr 04, 2024
Major forecasts: On track
Apr 03, 2024
Euro-area flash inflation: Towards a June rate cut
Apr 03, 2024
Swedish March PMI: Back at neutral
Apr 02, 2024
DGB update: Auction in DGB26 and DGB33
Apr 02, 2024
Moderate appetite for Danish bonds from households in February. Foreign selling of callable bonds
Apr 02, 2024
Riksbank flash-comment: Opening up for rate cuts
Mar 27, 2024
Swedish Tendency Survey: Firmer ground
Mar 26, 2024
Nordic Card Data - February 2024
Mar 22, 2024
EM Traffic Light March 2024
Mar 21, 2024
FOMC Review: Not getting more confident
Mar 20, 2024
DGB update: Triple AAAuction
Mar 19, 2024
Riksbank: New Deputy Governor appointed - Anna Seim
Mar 15, 2024
Swedish Labour Market: Sideways in February
Mar 15, 2024
Bonds & bold: Mission impossible
Mar 15, 2024
Norges Bank Preview: Steady she goes
Mar 15, 2024
Macro & Markets: Later rate cuts?
Mar 15, 2024
NO Regional Network flash: Slight improvement
Mar 14, 2024
EUR rates: Strategy review
Mar 13, 2024
Nordea XCCY publication: Q2-2024
Mar 13, 2024
Swedish February inflation preview: Normalising
Mar 08, 2024
Sweden: A confused start
Mar 08, 2024
ECB Watch: More than just forecasts needed
Mar 07, 2024
EUR rates: Four questions going into the ECB meeting
Mar 06, 2024
DGB update: Green and Glory
Mar 05, 2024
Macro & Markets: Do all roads lead to rate cuts?
Mar 01, 2024
Swedish February PMI: Slow turnaround
Mar 01, 2024
Euro-area flash inflation: Towards the target
Mar 01, 2024
NOK Update: Sideways for now
Feb 29, 2024
Swedish Q4 GDP: Stagnation
Feb 29, 2024
ECB Watch: Not on the verge of cutting yet
Feb 29, 2024
NO CPI Preview: Food prices lead the way
Feb 29, 2024
Swedish producer & import prices: Disinflationary
Feb 28, 2024
EUR rates: Four 2024 rate cuts and counting
Feb 28, 2024
Nordic Card Data - January 2024
Feb 23, 2024
SNDO report Feb 2024: Increased borrowing
Feb 22, 2024
ECB Watch: Preferring to cut late than early
Feb 22, 2024
EM Traffic Light February 2024
Feb 21, 2024
Swedish Inflation Flash Comment
Feb 19, 2024
Swedish Labour Market: Expected cooling
Feb 16, 2024
Macro & Markets: No rush to cut
Feb 16, 2024
Major forecasts: No longer certain
Feb 16, 2024
NO Rate forecast: No rate cut before December
Feb 16, 2024
The Finnish economy has slipped into a recession
Feb 14, 2024
Swedish January inflation preview: Nervous start
Feb 13, 2024
NO Inflation: Lower, but still way too high
Feb 09, 2024
Macro & Markets: Summer Slide
Feb 09, 2024
Global Bond Investments: Japanese foreign investment activity continued at a low level in December
Feb 08, 2024
EUR rates: Pushback works
Feb 08, 2024
Riksbank minutes: Caution
Feb 07, 2024
NGB: 10Y Syndication preview
Feb 05, 2024
DGB update: Pricing the new DGB26
Feb 02, 2024
Macro & Markets: Are you ready for Trump 2.0?
Feb 02, 2024
Swedish January PMI: Disappointing start of the year
Feb 01, 2024
Riksbank flash-comment: Dovish hold
Feb 01, 2024
NOK Update: Monetary policy is key
Jan 31, 2024
Fed Review: Not confident to cut rates - yet
Jan 31, 2024
Bond Watch: Dutch pick-up
Jan 31, 2024
Swedish Tendency Survey: Rate cut vibes
Jan 30, 2024
Investor data for December completes 2023 and continue the trend of Foreign selling of callable bonds
Jan 29, 2024
Macro & Markets: Risk of reheating
Jan 26, 2024
Swedish Labour Market: Gradual decline
Jan 26, 2024
Nordic Card Data - December 2023
Jan 26, 2024
ECB Watch: Towards a summer cut
Jan 25, 2024
Norges Bank Review: Nothing new
Jan 25, 2024
EUR Rates: Lagarde & Powell vs Yellen
Jan 25, 2024
Nordea Economic Outlook: Past the peak
Jan 24, 2024
Swedish housing market: Relief in sight
Jan 24, 2024
DGB update: DGB33 performance
Jan 23, 2024
Macro & Markets: Backtracking
Jan 19, 2024
ECB Watch: Premature pricing of rate cuts
Jan 18, 2024
Nordea XCCY publication: Q1-2024
Jan 17, 2024
EUR rates: Pushing back
Jan 17, 2024
China: Uncertainty remains high
Jan 17, 2024
EM Traffic Light January 2024
Jan 16, 2024
SEK covered: SCBC #150 SEK COVERED BOND BENCHMARK
Jan 15, 2024
Macro & Markets: Appropriate adjustment
Jan 12, 2024
Sweden: Business sector production down in November
Jan 10, 2024
EUR rates: FOMO
Jan 10, 2024
DGB update: First DGB auction in 2024
Jan 09, 2024
Sweden Macro: Christmas holiday wrap-up
Jan 08, 2024
Swedish December inflation preview: Touch base
Jan 07, 2024
Bonds & bold: Go short or go high
Jan 05, 2024
Investor data for November: Once again
Jan 05, 2024
Euro area flash inflation: Base effects
Jan 05, 2024
NOK Update: the NOK will be more happy in 2024
Dec 29, 2023
Bond Watch: Debt deluge
Dec 28, 2023
Swedish Tendency Survey: Continued contraction
Dec 21, 2023
Nordic Card Data - November 2023
Dec 21, 2023
NGB: Borrowing programme 2024
Dec 20, 2023
Macro & Markets: Rate cut disappointment
Dec 15, 2023
ECB Watch: Tunnel vision
Dec 14, 2023
Norges Bank Flash: Hike to 4.5%
Dec 14, 2023
NOK Update: Norges Bank wants the NOK to fly high
Dec 14, 2023
FOMC Review: Pivot
Dec 13, 2023
NO Inflation: Supports a patient approach
Dec 11, 2023
Swedish November inflation preview: Stay cool
Dec 08, 2023
Swedish October GDP: Strong start on Q4
Dec 08, 2023
Global Bond Investments: Japanese investors bought US and German bonds in October. and sold France.
Dec 08, 2023
ECB Watch: Shortcut
Dec 07, 2023
Norges Bank Preview: To hike, or not to hike...
Dec 07, 2023
The Riksbank: Next step
Dec 06, 2023
EUR rates: six rate cuts in 2024
Dec 06, 2023
Final DGB auction of 2023
Dec 05, 2023
Swedish November PMI: Surfacing
Dec 01, 2023
The Finnish economy is contracting on most fronts
Nov 30, 2023
NOK Update: Ending at a high
Nov 30, 2023
Swedish Tendency Survey: Sticky price plans
Nov 29, 2023
EUR rates: There and Back Again
Nov 29, 2023
Swedish Q3 GDP: Contraction
Nov 29, 2023
NO Regional Network: Lower activity
Nov 28, 2023
Nordic Card Data - October 2023
Nov 24, 2023
Macro & Markets: Too much of a good thing
Nov 24, 2023
Riksbank flash-comment: On hold
Nov 23, 2023
EM Traffic Light November 2023
Nov 23, 2023
Riksbank review: On hold - peak policy rate
Nov 23, 2023
EUR rates: Positioning for lower rates
Nov 22, 2023
DGB Market Update: Extending Duration
Nov 20, 2023
Macro & Markets: Extreme mood swings
Nov 17, 2023
Swedish Labour Market: On the soft side
Nov 17, 2023
Nordea XCCY publication: Q4-2023
Nov 15, 2023
EUR rates: Inflation victory
Nov 15, 2023
Denmark in technical recession
Nov 14, 2023
Swedish October inflation review: Core coming down
Nov 14, 2023
Macro & Markets: Fear Of Missing Out
Nov 10, 2023
NO Rate forecast: Norges Bank will hike to 4,5%
Nov 10, 2023
Near-zero inflation in Denmark
Nov 10, 2023
NO Inflation Review: December hike is on
Nov 10, 2023
Global Bond Investments: Japanese investors reentered strongly the US Treasury market in September
Nov 09, 2023
EUR rates: Will the ECB deliver?
Nov 09, 2023
NOK Update: EURNOK above 12 for a 3rd time
Nov 08, 2023
Major forecasts: Firmly on hold
Nov 07, 2023
Swedish October inflation preview: Temporary uptick
Nov 07, 2023
DGB Market Update: For Feinschmeckers
Nov 07, 2023
Sweden: Forecast review - fading resilience
Nov 06, 2023
Macro & Markets: Dodging a debt disaster
Nov 03, 2023
Norges Bank Review: A December hike is not given
Nov 02, 2023
FOMC Review: Unsure
Nov 01, 2023
Swedish October PMI: Less bad
Nov 01, 2023
EUR rates: More cuts priced
Nov 01, 2023
Euro-area flash inflation: Lower headline, high core
Oct 31, 2023
Swedish Q3 flash GDP: Stagnation
Oct 30, 2023
Bonds & bold: The game of Mikado is getting easier
Oct 27, 2023
Macro & Markets: Back to the 70s?
Oct 27, 2023
Swedish retail sales: Marked downturn
Oct 27, 2023
ECB Watch: Permanent pause
Oct 26, 2023
EUR rates: ECB trades
Oct 25, 2023
NOK Update: Weighted down by rising yields
Oct 24, 2023
EM Traffic Light October 2023
Oct 23, 2023
Nordic Card Data - September 2023
Oct 20, 2023
Macro & Markets: High forever
Oct 20, 2023
Swedish Labour Market: Weak
Oct 20, 2023
ECB Watch: Limited need for new decisions
Oct 19, 2023
China: Stabilisation, but at lower levels
Oct 19, 2023
DGB curve is steep relative to Germany
Oct 16, 2023
Swedish September inflation review: On the high side
Oct 13, 2023
ECB Watch: At the peak
Oct 12, 2023
EUR rates: From the frying pan...
Oct 11, 2023
NO Inflation Review: No hike for Christmas
Oct 10, 2023
Global Bond Investments: Japanese foreign investment activity continued at a low level in August
Oct 10, 2023
Another big drop in Danish inflation
Oct 10, 2023
Swedish August GDP: Better than feared
Oct 10, 2023
Macro & Markets: Will this time be different?
Oct 06, 2023
Bonds & bold: The rally in the selloff
Oct 06, 2023
Swedish Covered Bonds 6-Oct-23
Oct 05, 2023
Swedish September inflation preview: below 4%
Oct 05, 2023
EUR rates: Pain
Oct 04, 2023
Major forecasts: High five
Oct 03, 2023
Bond Watch: Real yield available for a change
Oct 03, 2023
Swedish September PMI: Autumn gloom
Oct 02, 2023
DGB 2.25 2033 looks cheap
Oct 02, 2023
Macro & Markets: Rapid re-pricing continues
Sep 29, 2023
NOK Update: Higher NOK sales not a game changer
Sep 29, 2023
Euro-area flash inflation: Coming down
Sep 29, 2023
EUR rates: Bear steepening
Sep 27, 2023
Swedish Tendency Survey: Sideways September
Sep 27, 2023
Macro & Markets: A peek at the peak
Sep 22, 2023
Riksbank review: A rate hike with a soft edge
Sep 21, 2023
Norges Bank Flash: Hawkish hike
Sep 21, 2023
Norges Bank Review: Another hike is not a given
Sep 21, 2023
Riksbank flash-comment: SEK support confirmed
Sep 21, 2023
Swedish Labour Market: Turning point
Sep 20, 2023
Government budget deficit will increase next year
Sep 20, 2023
Sweden Budget Bill 2024 review
Sep 20, 2023
EUR rates: Done
Sep 20, 2023
EM Traffic Light September 2023
Sep 20, 2023
FOMC Review: Still searching for the right level
Sep 20, 2023
Nordic Card Data - August 2023
Sep 20, 2023
Sweden Budget Bill Preview: Slightly expansionary
Sep 18, 2023
Riksbank preview: SEK support
Sep 15, 2023
Swedish inflation expectations: Under control
Sep 15, 2023
Macro & Markets: Disinflation or Reinflation?
Sep 15, 2023
Norges Bank Preview: The last hike, probably
Sep 15, 2023
Norges Bank Regional network: Points to Soft landing
Sep 14, 2023
ECB Watch: Dovish hike
Sep 14, 2023
Opening of new green DGB 2.25 2033
Sep 13, 2023
Swedish Labour Market: Less demand in August
Sep 12, 2023
SEK covereds: Supply update August
Sep 11, 2023
NO inflation review: Last hike in sight
Sep 11, 2023
Swedish August inflation preview: Below 5%
Sep 11, 2023
QuantPack: Swedish Covered Bonds 11September2023
Sep 11, 2023
Danish inflation moves lower again
Sep 11, 2023
Sweden: Decent growth in July
Sep 08, 2023
Macro & Markets: What if we are too optimistic?
Sep 08, 2023
EUR rates: open-minded ECB pause
Sep 06, 2023
Nordea Economic Outlook: Not there yet
Sep 06, 2023
ECB Watch: Hawkish hold?
Sep 06, 2023
New call on the Riksbank: The policy rate at 4.25%
Sep 06, 2023
Major forecasts: Patience is key
Sep 04, 2023
Swedish August PMI: Bad news
Sep 01, 2023
Macro & markets: Both good and bad noise
Sep 01, 2023
Euro-area flash inflation: Stubborn
Aug 31, 2023
NOK Update: Not what some were hoping for
Aug 31, 2023
ECB Watch: Stagflation worries
Aug 31, 2023
EUR rates: USD liquidity drain
Aug 30, 2023
Nordea XCCY publication: Q3-2023
Aug 30, 2023
Swedish Q2 GDP: Upward revision, but still bad
Aug 29, 2023
Macro & Markets: Flying high
Aug 25, 2023
SEK rates weekly: SE(e)K and you will find
Aug 25, 2023
Swedish Labour Market: Strong July
Aug 25, 2023
Bonds & bold: Slowing down
Aug 25, 2023
Nordic Card Data - July 2023
Aug 22, 2023
Macro & Markets: Steeper for longer
Aug 18, 2023
SEK rates weekly: A hard place
Aug 18, 2023
Norges Bank Review: One more to come
Aug 17, 2023
Swedish Labour Market: Fading resilience
Aug 15, 2023
Swedish July inflation review: Back on track
Aug 15, 2023
Norges Bank Preview: Sticking to the plan
Aug 15, 2023
Macro & Markets: Soft landing dreams
Aug 11, 2023
SEK rates weekly: Bond issuance about to level up
Aug 11, 2023
Sharp monthly increase in Danish consumer prices
Aug 10, 2023
Sweden: Production and consumption down in June
Aug 10, 2023
NO inflation review: Points to a 25bp hike
Aug 10, 2023
NOK Update: Inflation is key
Aug 09, 2023
Swedish July inflation preview: Slight relief
Aug 08, 2023
SEK rates weekly: Risk appetite extends hiking cycle
Aug 04, 2023
Bonds & bold: There is something in the air
Aug 04, 2023
Macro & Markets: Welcome back
Aug 04, 2023
SEK covereds: Supply update July
Aug 03, 2023
QuantPack: Swedish Covered Bonds 3August2023
Aug 03, 2023
Swedish July PMI: Stuck in contraction
Aug 01, 2023
Euro-area flash inflation: Higher service inflation
Jul 31, 2023
NOK Update: No summertime sadness
Jul 31, 2023
Swedish Q2 flash GDP: Ouch
Jul 28, 2023
ECB Watch: The peak is here or at least near
Jul 27, 2023
FOMC Review: Data dependent
Jul 26, 2023
EM Traffic Light July 2023
Jul 26, 2023
ECB Watch: Another hike but then what?
Jul 24, 2023
Nordic Card Data - June 2023
Jul 21, 2023
China: Challenges ahead!
Jul 17, 2023
ECB Watch: More, more, more
Jul 13, 2023
Global Bond Investments: Japanese investors returned as net buyers of US Treasury bonds in May
Jul 10, 2023
Riksbank minutes: Pressured by core inflation
Jul 10, 2023
NO Inflation Review: New record-high core
Jul 10, 2023
Swedish June inflation preview: All eyes on services
Jul 07, 2023
Swedish May GDP: Stagnation
Jul 07, 2023
Swedish June PMI: Rebound in gloomy territory
Jul 03, 2023
Auction in DGB25 and DGB33
Jul 03, 2023
Nordic Card Data - May 2023
Jun 30, 2023
NOK Update: Continuing on a bumpy ride
Jun 30, 2023
Euro-area flash inflation: Sticky
Jun 30, 2023
Macro & Markets: Holiday hiking
Jun 30, 2023
Strong growth in the Danish economy
Jun 30, 2023
Riksbank flash-comment: 25bp hike
Jun 29, 2023
Swedish Tendency Survey: Encouraging price plans
Jun 29, 2023
Sweden retail sales: Smaller bounce
Jun 29, 2023
NO rate forecast update: Nibor at 5% before year-end
Jun 26, 2023
Macro & Markets: Fed confirms more hikes are coming
Jun 23, 2023
Norges Bank Flash: Norges Bank means business
Jun 22, 2023
Riksbank preview: Keeping all doors open
Jun 22, 2023
New call on the Riksbank: The policy rate at 4.00%
Jun 22, 2023
Major forecasts: Back to work
Jun 20, 2023
Macro & Markets: No time to pause
Jun 16, 2023
Norges Bank Preview: A tough call
Jun 16, 2023
SEK rates weekly: Policy Perpetuum Mobile
Jun 16, 2023
ECB Watch: Hiking very likely to continue in July
Jun 15, 2023
Swedish Labour Market: New records
Jun 15, 2023
NO Regional Network flash: Not a reason to hold back
Jun 15, 2023
Swedish inflation expectations: Stability
Jun 15, 2023
FOMC Review: Higher but slower
Jun 14, 2023
Monetary policy with varying braking power
Jun 13, 2023
Housing market review Q2 2023 - Releasing the brakes
Jun 12, 2023
Swedish April GDP: Lost in revision
Jun 09, 2023
SEK rates weekly: You can hike but you can't hide
Jun 09, 2023
Riksbank's Business Survey: Mixed picture
Jun 09, 2023
Macro & Markets: More needs to be done...
Jun 09, 2023
NO Inflation Review: Not looking good
Jun 09, 2023
EM Traffic Light June 2023
Jun 08, 2023
EUR rates: Relentless steepening
Jun 08, 2023
ECB Watch: Not sufficiently restrictive yet
Jun 07, 2023
SEK covereds: Supply update May
Jun 07, 2023
QuantPack: Swedish Covered Bonds 7June23
Jun 07, 2023
Auction in DGB25 and DGB33
Jun 06, 2023
Macro & Markets: Latent lags
Jun 02, 2023
SEK rates weekly: The Riksbank's SEKret sauce
Jun 02, 2023
Swedish May PMI: Another low
Jun 01, 2023
Euro-area flash inflation: Peak core
Jun 01, 2023
NOK Update: More pain for NOK ahead
May 31, 2023
Swedish Tendency Survey: Mixed
May 30, 2023
Swedish Q1 GDP: Better than expected
May 30, 2023
Sweden retail sales: Rebound
May 26, 2023
Bonds & bold: Cheap gold and expensive risk
May 26, 2023
Macro & Markets: Inflation was not dead after all
May 26, 2023
SEK rates weekly: SEK the Enforcer
May 26, 2023
Swedish Labour Market: Another strong read in April
May 25, 2023
Swedish housing market: Sideways
May 25, 2023
EUR rates: The waiting game
May 24, 2023
Auction in DGB25, DGB33 and DGB34i
May 22, 2023
Nordic Card Data - April 2023
May 19, 2023
Macro & Markets: Dealing with the ceiling
May 17, 2023
DGB24/DGB25 switch today
May 16, 2023
Danish economy continues to grow, but more slowly
May 15, 2023
Swedish April inflation review: Coming down
May 15, 2023
Macro & Markets: Cut it out!
May 12, 2023
Global Bond Investments: Japanese investors increased their US Treasury holdings in March
May 11, 2023
NO Review: Inflation surprises still lurk around
May 10, 2023
Riksbank minutes: Cautiously optimistic
May 09, 2023
Nordea Economic Outlook: The Inflation Standoff
May 09, 2023
Nordea XCCY Monthly: May edition
May 08, 2023
Major forecasts: Premature peak predictions
May 08, 2023
Macro & Markets: Into the final stretch
May 05, 2023
SEK rates weekly: Confuse-a-short
May 05, 2023
ECB Watch: No time to push pause
May 04, 2023
Norges Bank Review: 25bp and more to come
May 04, 2023
Bonds & bold: Go with the float
May 04, 2023
NO rate forecast update: 4% rate top
May 04, 2023
FOMC Review: Peak rate in sight
May 03, 2023
QuantPack: Swedish Covered Bonds 3May23
May 03, 2023
NO Update: Q&A on NOK and Norges Bank
May 03, 2023
SEK covereds: Supply update April
May 03, 2023
Euro-area flash inflation: Too high core inflation
May 02, 2023
Swedish April PMI: Sluggish
May 02, 2023
NOK Update: EURNOK at 12 in sight
Apr 28, 2023
SEK rates weekly: The return of the forecasters
Apr 28, 2023
Sweden retail sales: Lower, again
Apr 28, 2023
Swedish Tendency Survey: Lower inflation
Apr 27, 2023
EM Traffic Light April 2023
Apr 27, 2023
Swedish Q1 flash GDP: Resilience
Apr 27, 2023
Riksbank review: Dovish hike
Apr 26, 2023
ECB Watch: Undecided
Apr 26, 2023
Swedish Labour Market: Strong start of 2023
Apr 26, 2023
Riksbank flash-comment: 50bp hike
Apr 26, 2023
DGB31/DGB33 switch at interesting levels
Apr 25, 2023
SEK rates weekly: The Riksbank to spring again
Apr 21, 2023
Macro & Markets: Is the banking crisis over already?
Apr 20, 2023
Riksbank preview: Another big lift
Apr 19, 2023
China: Post-covid rebound
Apr 18, 2023
Sweden Spring Bill Review: Restraint
Apr 17, 2023
Bonds & bold: Make covered bonds boring again
Apr 14, 2023
Macro & Markets: In Limbo
Apr 14, 2023
Nordic Card Data - March 2023
Apr 14, 2023
Sweden Spring Bill Preview: Obedience
Apr 13, 2023
NO Inflation: May rate hike on track
Apr 11, 2023
Swedish housing market: False dawn
Apr 06, 2023
Swedish February GDP: Slower descent
Apr 06, 2023
SEK covereds: Supply update March
Apr 05, 2023
Swedish March inflation preview: A worrying change
Apr 05, 2023
QuantPack: Swedish Covered Bonds 5Apr23
Apr 05, 2023
Swedish March PMI: Further down
Apr 03, 2023
Swedish Pay Talks: As expected
Apr 03, 2023
Finland: Seeking new direction
Apr 02, 2023
Macro & Markets: Crunch time
Mar 31, 2023
Strong Danish growth in 2022
Mar 31, 2023
Euro-area inflation: lower but stickier
Mar 31, 2023
SEK rates weekly: Release the QT-hounds
Mar 31, 2023
NOK Update: Lower Norges Bank sales, again
Mar 31, 2023
Can borrower buybacks go much lower?
Mar 30, 2023
Sweden retail sales: From bad to worse
Mar 29, 2023
Swedish Pay Talks: A lost decade
Mar 29, 2023
Marginal increase in foreign ownership of callable bonds in February. Foreign buying of the new DGB33
Mar 28, 2023
Major forecasts: Eyes wide shut
Mar 28, 2023
Bond Watch: Green light for the new EU issuance
Mar 27, 2023
EM Traffic Light March 2023
Mar 27, 2023
Swedish Pay Talks: Initial wage bid on the high side
Mar 26, 2023
SEK rates weekly: Exhalation
Mar 24, 2023
Norges Bank Flash: 25bp hike and more to come
Mar 23, 2023
FOMC Review: Dots unchanged but more uncertain
Mar 22, 2023
SEK rates weekly: Terrible, just terrible
Mar 17, 2023
ECB Watch: Finally truly driven by incoming data
Mar 16, 2023
Swedish inflation expectations: Relief
Mar 16, 2023
China: Restoring confidence
Mar 13, 2023
Nordea XCCY Monthly. March edition
Mar 13, 2023
Bonds & bold: Why two is greater than one
Mar 10, 2023
Swedish inflation February preview: Stress test
Mar 10, 2023
Danish inflation: Headline down, core up
Mar 10, 2023
Macro & Markets: I don't feel a thing
Mar 10, 2023
ECB Watch: Heavy hiking
Mar 09, 2023
Swedish GDP: A good start
Mar 09, 2023
NOK Update: Will Norges Bank come NOK to the rescue?
Mar 08, 2023
Nordic Card Data - February 2023
Mar 08, 2023
Finland: Housing market review - Reaching a trough
Mar 06, 2023
QuantPack: Swedish Covered Bonds 6Mar23
Mar 06, 2023
SEK covereds: Supply update February
Mar 06, 2023
Macro & Markets: Inflation remains the Gordian knot
Mar 03, 2023
EUR rates: 4% is the new 3%
Mar 02, 2023
Euro-area flash inflation: Sticky
Mar 02, 2023
Swedish February PMI: Sideways below 50
Mar 01, 2023
NOK Update: NOK will remain weak for now
Feb 28, 2023
Reduction in foreign ownership of Danish callable bonds and foreign buying of DGB's in January
Feb 28, 2023
Sweden retail sales: Sideways, which means bad
Feb 27, 2023
SEK rates weekly: Not a great week for the Riksbank
Feb 24, 2023
NO Rate forecast: Norges Bank hikes to 3.75%
Feb 23, 2023
DKK Quant Packs: To what extent are Borrower buybacks driven by the housing market turnover?
Feb 23, 2023
Major forecasts: Peak rates not even in sight yet
Feb 23, 2023
Households: Heavy interest burden on thin ice
Feb 23, 2023
EM Traffic Light February 2023
Feb 22, 2023
Swedish Inflation Flash Comment
Feb 20, 2023
New call on the Riksbank: The policy rate at 3.75%
Feb 20, 2023
Riksbank minutes: Prepared to take further action
Feb 20, 2023
Swedish Labour Market: Rebound in January
Feb 17, 2023
Macro & Markets: Higher for longer
Feb 17, 2023
EUR rates: pricing out cuts
Feb 16, 2023
Swedish inflation preview: The January challenge
Feb 15, 2023
Nordea XCCY Monthly. February edition
Feb 13, 2023
SEK rates weekly: A brave new world?
Feb 10, 2023
NO: Higher inflation calls for higher rates
Feb 10, 2023
NO Rate forecast: Norges Bank to hike to 3.5%
Feb 10, 2023
Bonds & bold: What a ride - time to get off?
Feb 10, 2023
Riksbank review: Not done yet
Feb 09, 2023
Nordic Card Data - January 2023
Feb 08, 2023
Ahead of the Riksbank: Thin ice
Feb 07, 2023
NGB: Syndication preview February 2023
Feb 06, 2023
Macro & Markets: Dissonance
Feb 03, 2023
SEK covereds: Supply update January
Feb 02, 2023
QuantPack: Swedish Covered Bonds 2Feb23
Feb 02, 2023
ECB Watch: Peak ECB rates not around the corner
Feb 02, 2023
EUR rates: What goes up... may stay high
Feb 01, 2023
Swedish January PMI: Less bad
Feb 01, 2023
Euro-area flash inflation: Delayed
Feb 01, 2023
FOMC Review: Staying With The Game Plan
Feb 01, 2023
Bond Watch: Where is the sweet spot?
Jan 31, 2023
Swedish Q4 flash GDP: The downturn has begun
Jan 30, 2023
Swedish Labour Market: Decline in December
Jan 27, 2023
SEK rates weekly: A bit higher yields please
Jan 27, 2023
Bonds & bold: The prepayment game is on
Jan 27, 2023
Macro & Markets: Cutting rates or cutting corners?
Jan 27, 2023
Sweden retail sales: Back to a bad trend
Jan 27, 2023
Swedish Tendency Survey: January gloom
Jan 26, 2023
ECB Watch: Hawkish views continue to dominate
Jan 26, 2023
Nordea Economic Outlook: The Balancing Act
Jan 25, 2023
Riksbank - new call: policy rate at 3.25%
Jan 25, 2023
SEK rates weekly: Too rapid inversion of 2/5s
Jan 20, 2023
Macro & Markets: Markets agree to disagree
Jan 20, 2023
Norges Bank Flash: Unchanged now, next hike in March
Jan 19, 2023
DKK Quant Packs: The effect of declining volatility
Jan 19, 2023
Norges Bank Preview: On hold until March
Jan 18, 2023
Major forecasts: Peaks and troughs
Jan 18, 2023
China: Full of surprises
Jan 17, 2023
Swedish December inflation review: Electric shock
Jan 13, 2023
Macro & Markets: The tug of war will continue
Jan 13, 2023
Housing market: Autumn chills
Oct 10, 2022
Sweden: A quiet summer
Aug 07, 2022