Nordic & Swiss Economics Update Riksbank signals greater chance of a rate cut The Swedish Riksbank pushed back the date at which it expects to start raising interest rates and signalled that the probability of a rate cut in the near term has grown. We continue to think that low... 9th April 2014 · 1 min read
Europe Commercial Property Update Where next for Stockholm office yields? The fact that office yields in Stockholm have fallen below retail yields looks like a mispricing that will be reversed in due course. The good news, however, is that the Swedish economy and occupier... 2nd April 2014 · 1 min read
Europe Economics Update Disparity in Nordic inflation rates to be sustained for now February’s consumer prices figures for the Nordic countries revealed a continued disparity between subdued inflation rates in Sweden and Denmark on the one hand and much stronger price pressures in... 11th March 2014 · 1 min read
Nordic & Swiss Economics Update Disparity in Nordic inflation rates to be sustained for now February’s consumer prices figures for the Nordic countries revealed a continued disparity between subdued inflation rates in Sweden and Denmark on the one hand and much stronger price pressures in... 11th March 2014 · 1 min read
Europe Economics Weekly Stars still aligned for more ECB support Despite last week's stronger than expected euro-zone inflation figures, the combination of still very weak price pressures, the strong euro and recent falls in liquidity in the banking sector still... 3rd March 2014 · 1 min read
Europe Data Response Swedish & Danish GDP (Q4) The surge in Swedish GDP in Q4 confirms that the economy remains one of the region’s strongest performers. But while it has prompted us to revise up our GDP forecast we still think that growth will be... 28th February 2014 · 1 min read
Nordic & Swiss Data Response Swedish & Danish GDP (Q4 13) The surge in Swedish GDP in Q4 confirms that the economy remains one of the region’s strongest performers. But while it has prompted us to revise up our GDP forecast we still think that growth will be... 28th February 2014 · 1 min read
Europe Economics Update Rates hikes in Sweden remain a distant prospect The Swedish Riksbank reiterated at its meeting today that it does not expect to raise interest rates until early next year. But we think that the expected start date of its tightening cycle will... 13th February 2014 · 1 min read
Nordic & Swiss Economics Update Rates hikes in Sweden remain a distant prospect The Swedish Riksbank reiterated at its meeting today that it does not expect to raise interest rates until early next year. But we think that the expected start date of its tightening cycle will... 13th February 2014 · 1 min read
Europe Economics Update Should Sweden be worried about deflation? Sweden is less at risk from a prolonged and damaging bout of deflation than the euro-zone, despite the fact that CPI inflation is currently lower in the former. 5th February 2014 · 1 min read
Nordic & Swiss Economics Update Should Sweden be worried about deflation? Sweden is less at risk from a prolonged and damaging bout of deflation than the euro-zone, despite the fact that CPI inflation is currently lower in the former. 5th February 2014 · 1 min read
Europe Economic Outlook Deflation dangers cast shadow over recovery The European economy looks set for another year of weak growth in 2014, with the euro-zone likely to do little more than stagnate. Against that background, the European Central Bank (ECB) is likely to... 15th January 2014 · 1 min read
Europe Economics Weekly The pitfalls in the euro-zone’s road to recovery Although our forecast for euro-zone GDP growth in 2014 of 0.5% is now only a little more downbeat than the consensus estimate, there remain plenty of risks that could yet derail the region's recovery... 6th January 2014 · 1 min read
Europe Economics Update Swedish Riksbank likely to soften its stance further The Swedish Riksbank's decision to reduce interest rates is unlikely to have a major positive impact on the economy. We expect GDP to continue to grow at a lacklustre pace, suggesting that the... 17th December 2013 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank likely to soften its stance further The Swedish Riksbank’s decision to reduce interest rates is unlikely to have a major positive impact on the economy. We expect GDP to continue to grow at a lacklustre pace, suggesting that the... 17th December 2013 · 1 min read
Europe Data Response Swedish & Danish GDP (Q3) Sweden’s much weaker than anticipated rise in GDP in Q3 increases the pressure on the Riksbank to soften its monetary policy stance. 29th November 2013 · 1 min read
