Follow our expert insights about how the markets and inflation develop in the Nordics and globally.
Markets and investment
At China’s Party Congress in October, Xi Jinping continued to strengthen his role as China’s leader, and his position is now much stronger than that held by his predecessors. However, it is not clear what this implies for the Chinese economy.
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Podcast
In Nordea Thematics annual treasury study, 160 Nordic large corporates have answered questions about what they consider to be the greatest risks and how they manage them.
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Economic Outlook
Although industrial production has been running at full capacity this year, manufacturing output and goods exports volumes are still below the levels seen in 2008. This is due to the fact that production capacity has fallen and the share of value added to the economy by manufacturing has decreased permanently.
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Economic Outlook
Economic growth was strong in the first half of the year but is showing signs of weakness towards the end of the year. High energy prices are sapping consumers’ purchasing power at the same time as the slowdown in global economic growth is hampering exports. Meanwhile, falling housing sales will slow down construction.
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Economic Outlook
Rate hikes and high inflation are putting a damper on the Swedish economy, and unemployment will rise. A stabilisation is expected during 2024, but the recovery will be slow as the economy gradually adjusts to higher interest rates.
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Economic Outlook
Swedish home prices are falling rapidly as households adjust to surging mortgage rates. The situation is not as serious as in the 1990s, but there is risk of a sharp price correction.
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Economic Outlook
Overheating in the US, the tight COVID stance and real estate sector slowdown in China, the energy market crisis in Europe and geopolitical risks are all denting growth prospects. At the same time, inflationary pressures are strong and will continue to be central banks’ main headache in the coming months.
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Press releases
The energy crisis has hit the European economy hard, and the risk of a recession in the Euro area is real. Inflation has reached the highest level since the early 1980s, and central banks seem determined to fight it through aggressive monetary policy, says Helge Pedersen, Nordea Group Chief Economist.
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Podcast
Retail sales have been migrating online from stores for years. The pandemic gave a big boost to this migration, which has now eased off. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck talk about what will come next, how the online share of retail sales could resume its structural growth trend, with demographics as a key driver.
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Meet our talents
What's it like to work on a huge trading floor at Nordea? What kind of people work there, and what do they actually do? It all became clear for our curious visitors as we opened the doors to our trading floor, offering them the rare opportunity to learn, see and feel for themselves – and give them answers to all their questions. It was a success – a great day, for our guests and for us.
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Podcast
In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck talk about how this will affect corporate borrowers, and how they can prepare.
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Economic Outlook
The tight labour market, record-high demand for workers and recent inflation spike suggest that wage growth will be higher going forward. We revise up our wage forecast, and the Riksbank faces new challenges.
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