Follow our expert insights about how the markets and inflation develop in the Nordics and globally.
Markets and investment
Our analysis of the main public infrastructure programmes in Europe points to a substantial step-up in investment due in 2026, which contrasts with the capital drain we’re seeing for US cleantech. This is driving investors’ sentiment for infrastructure, which, for the first time in years in Q2 2025, was higher in Europe than in the US, topped by the Nordics.
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Corporate insights
Despite global uncertainties, Sweden’s robust economic fundamentals pave the way for an increase in corporate transaction activity in the second half of 2025. Nordea’s view is that interest rates are likely to remain low, and our experts accordingly expect a pickup in deals.
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Economic Outlook
Some of the downside risks in the global economy have vanished since our spring forecast due to President Trump’s trade deals and the fiscal agreement in the US.
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Economy
As the summer of 2025 draws to a close, Nordea analyst Joel Lundh provides a comprehensive overview of the global economic landscape. From financial markets to world events, this article summarizes the key developments that have shaped the international economy in recent months.
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Markets and investment
Nordea Asset Management introduces a new fund for private and institutional investors who want to invest in Europe’s independent energy supply, industrial production and collective security.
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Economic Outlook
President Trump’s policy actions have caused a lot of volatility in the financial markets and the economic outlook since our previous forecast. Uncertainty is high, and, given Trump’s tendency to cause chaos, this is expected to continue.
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Sustainable banking
Social impact investing is when you as an investor choose your investments with the intention of generating measurable, beneficial social effects in addition to financial gains.
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Economy
China started the year 2025 with robust GDP growth. Nordea Chief Economist Tuuli Koivu also observed slightly better sentiment during her trip to the country in March. However, the intensified trade war between the US and China is going to hurt the growth and CNY outlook in the coming months.
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Economy
During market turbulence, US government bonds tend to be a “safe haven.” But the past week showed something completely different. On 9 April, when Trump’s new tariffs were to take effect, investors sold off US government bonds. Nordea Senior Strategist Sara Midtgaard takes a closer look.
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Insights
Trump’s newest round of tariffs hit financial markets and added to downside risks to the economy. Plenty of uncertainties remain, and the USD sentiment has taken a beating. The ECB will likely cut again, while the Fed may find the outlook trickier, writes Nordea Chief Analyst Jan von Gerich.
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Markets and investment
There has been much focus on whether Trump could force the US trading partners into a so-called “Mar-a-Lago Accord” to weaken the dollar. Chief Strategist Lars Mouland reflects on what such a deal could entail.
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Economy
Denmark is navigating current global uncertainty from a position of economic strength, according to experts at Nordea’s recent Danish Economic and Government Debt Symposium. Can consumer confidence and household spending catch up with the country’s economic resilience?
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