Sweden
We explore the eight major themes that will define economic and market trends for Europe next year.
European inflation will decline through 2023, which will greatly help households and consumption. But can European inflation remain low after that?
What is the outlook for the European housing market amid rising mortgage rates and the energy crisis? Does housing represent a systemic risk? Can households weather the storm? And what are the opportunities, if any?
The ECB will continue to lift rates due to sticky inflation and a tight labor market. Will it be enough to push long-term German yields higher?
The Riksbank Plays Catch Up…
Executive Summary Central banks are aggressively tightening policy around the world. Their ability to rein in inflation without causing a recession depends upon the level of the real neutral rates. Australia, Canada, New Zealand, and Sweden have elevated r-stars, but the picture changes…
Executive Summary Our negative view on the summer rally is coming to fruition, with equities falling back on the negative geopolitical, macro, and monetary environment. China is easing policy ahead of its full return to autocratic government this fall. Yet the Fourth Taiwan Strait Crisis has…
Listen to a short summary of this report. Executive Summary Chart 1The Dollar Has Broken Below The First Line Of Support
The Dollar Has Broken Before The First Line Of Support…
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary German GeoRisk Indicator
German GeoRisk Indicator…