Expert economic research and news

Cherry Picking

Cherry-picking for FX carry

2 Feb 2012 | Anders Svendsen

We suggest an emerging FX carry basket based on our favourite currencies at the moment.

EuropeanUnion

EU summit is mostly work in progress

31 Jan 2012 | Anders Matzen

Three topics are worth mentioning about the EU summit Monday

Country_Sweden_building_3

Expect rising unemployment

27 Jan 2012 | Mikael Sarwe

Recent weak Swedish data motivates a downward revision in our Q4 GDP forecast. In turn, this will lead to lower employment and higher unemployment in 2012.

Energy_Oil2

Oil Market monthly - January 2012

1 Feb 2012 | Thina Margrethe Saltvedt
We expect oil prices will trade around the current level at USD 110/barrel if the verbal war between the West and Iran continues.
Paper

Deal announcement - UPM EUR 130 million divestment of packaging paper assets

1 Feb 2012
UPM-Kymmene Corporation ("UPM") has announced the signing of the sale of packaging paper assets to Swedish Billerud.
Energy_WindTurbine

Deal Announcement - Sale of Mita-Teknik to Axcel

1 Feb 2012
Mita-Teknik and the Andersen family has announced the sale of a majority stake in Mita-Teknik to Axcel, a Danish private equity sponsor.
Country_Flag_Greece

A Greek haircut could go all the way

31 Jan 2012 | Anders Matzen
Greece seems to be very close to a deal on a voluntary debt rescheduling, which could be announced later this week.
Metals

Deal announcement - EUR 2.7bn acquisition of Inoxum by Outokumpu and EUR 1bn rights issue

31 Jan 2012
Outokumpu Oyj ("Outokumpu") has announced the combination of Outokumpu with Inoxum Group ("Inoxum"), the stainless steel unit of ThyssenKrupp AG, to create a new global leader in stainless steel.
Currency_SEK2

Moderate inflationary pressure in 2012

25 Jan 2012 | Mikael Sarwe
Inflationary pressure is deemed moderate this year, which opens up for further rate cuts from the Riksbank. The year starts with a 0.6% m/m dip in CPI in January.
Country_Sweden_books_flag

The Riksbank’s simple rule of thumb

24 Jan 2012 | Mikael Sarwe
The Swedish Riksbank follows labour market trends closely and has adjusted its repo rate in correlation to the unemployment rate in no less than 95% of cases over the last 10 years. Based on this, we have formulated a simple rule of thumb for the Riksbank.
Country_Germany

Euro PMI's point to stable ECB rates

24 Jan 2012 | Anders Matzen
Euro area PMI's surprised on the upside - driven by Germany.
EuropeanUnion

Euro sovereign downgrades - a crisis accelerator

16 Jan 2012 | Niels From
France and Austria’s top AAA ratings fell victim of the sovereign debt crisis Friday night, when S&P downgraded nine of 16 Euro countries.
Emerging Markets

Emerging Markets Outlook 2012

13 Jan 2012 | Anders Svendsen
Many interesting and globally important stories in easily digestable format.
Just news | Just research