Podcasts about riksbank

Stocks in the US were spooked by what seemed like an imminent US involvement in Israel's offensive against Iran.Firing between Israel and Iran continued overnight. Iran used a hypersonic missile, while no attacks were seen from the US. Risk recovered and oil waned off highs.US officials signalled that the next 24 to 48 hours would be critical in determining whether a diplomatic solution with Iran is possible - or if the president might resort to military action instead, according to ABC.APAC stocks were mostly lower following the softer handover from Wall Street; US equity futures recovered from earlier lows.European equity futures are indicative of a slightly softer cash open, with the Euro Stoxx 50 future down -0.3% after cash closed with losses of 1.0% on Tuesday.Highlights include UK CPI, US Building Permits, Housing Starts, Jobless Claims, Fed, Riksbank & BCB Policy Announcements, speakers include ECB's Nagel, Elderson, Lane, de Guindos, Panetta, BoC's Macklem; Fed Chair Powell, Supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

What if a single mistake by the European Central Bank could send Europe into a recession? Ricardo Reis, one of the most awarded Portuguese economists of his generation, dismantles the myths around inflation and shows why keeping it under control is a delicate art - with inevitable costs.In this episode of It's Not That Simple, the professor of Economics at the London School of Economics, dismantles the idea that this variable can be easily controlled - especially when political decisions, public expectations, and global shocks intersect.In this conversation, Ricardo Reis reminds that the pandemic and the war in Ukraine were two major tests for monetary policy. In 2020, central banks feared deflation and lowered interest rates. In 2021, people spent more than expected - and inflation surged. When the second shock hit - the war - expectations were already unanchored. «It was this accumulated error that made 2022 inflation more persistent».The response - raising rates - worked. «Inflation fell without unemployment rising, but it would have dropped faster if there had been a recession». That's the dilemma that Reis knows well, because he is also an academic consultant to the Bank of England, the Riksbank and the Federal Reserve Bank of Richmond.And now? The worst is behind us, but expectations have changed. The trust  in the ECB is no longer what it once was.Beyond that, the tariffs imposed by the US on imported goods are the next test, according to the professor. «They'll generate domestic inflation and a recession», but the risk is global, as they trigger trade wars and could force Europe to retaliate. Could the result be a recession in Europe, as well?

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss a variety of topics covering thoughts around the impact of de-dollarisation on Euro govie and swap markets, the May BoE meeting and UK rates as well as the Riksbank and Norges Bank meetings this week.     Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategist Khagendra Gupta, European Rates Strategist     This podcast was recorded on 09 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4981304-0, https://www.jpmm.com/research/content/GPS-4980024-0 & https://www.jpmm.com/research/content/GPS-4980028-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

De europæiske aktiemarkeder står til at åbne ugen neutralt. Aktiekurserne er generelt steget de seneste mange dage både i Europa og USA. Investorerne køber aktier på de mere forsonende toner i toldkrigen og på modstandsdygtige nøgletal. Vi har endnu ikke fået konkrete handelsaftaler, men intet dårligt nyt bliver set som godt nyt lige nu. På onsdag har vi Fed-møde, og så vil EU komme med et forhandlingsudspil på told til USA. I dag får vi ISM service fra USA. MarkedsfokusAktierne er steget ni dage i trækPowell står fast over for TrumpBoE-rentenedsættelse, mens Riksbank og Norges Bank er på hold

The focus this week turns to central banks. We discuss the Fed staying on-hold amid likely more pressures from Trump, and the uncertain outlook for US tax policy which is becoming a top legislative priority. We also discuss our expectations for the Bank of England, Norges Bank and Riksbank which could have diverging decisions but some risk of a dovish tone, as well as Beijing's latest stance on de-escalation and stimulus prospects. All eyes will be on the data to gauge how much of the tariffs are already starting to have an impact, on how these central banks factor in the uncertainty, and on any progress on the trade talks where things also remain influx. Chapters: US (01:56), Europe (10:58), China (14:42), Asia (20:00).

US President Trump said it depends on China how soon tariffs can come down and they have spoken to 90 countries regarding tariffs already.US President Trump said if they don't have a deal, they will set tariffs and could set the tariff for China over the next two or three weeks, while he suggested that there is daily direct contact between US and China.White House Economic Advisor Hassett said the USTR has 14 meetings scheduled this week with foreign trade ministers and there are 18 written offers from trade ministers, while he stated China is open to talks.APAC stocks were ultimately mixed despite the positive handover from Wall Street - the risk momentum waned overnight as trade uncertainty lingered owing to the mixed signals from the US.Overnight, US equity futures marginally eased, DXY slightly softened, spot gold and 10yr UST futures rebounded from the prior day's troughs.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures down U/C after the cash market closed with gains of 2.8% on Wednesday.Looking ahead, highlights include German Ifo, US Durable Goods, Jobless Claims, IMF/World Bank Spring Meeting; Speakers including ECB's Lagarde & Lane, Fed's Kashkari, BoE's Lombardelli & Riksbank's Seim; Supply from Italy, UK & US; Earnings from Alphabet, Intel, American Airlines, Freeport, Southwest Airlines, PepsiCo, Dow Chemical, Merck, Valero, PG&E, T-Mobile, Vale, Eni, Anglo American, Weir, BNP Paribas, Sanofi, Orange, STMicroelectronics, Air Liquide, Renault, Carrefour, Michelin, SGS, Roche & Nestle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

April's here, the snow is (mostly) gone, and the fintech news is blooming — sort of. In this episode, your favourite fintech trio Ville, Pål, and Janne return with a fresh batch of Nordic headlines, greetings from the Baltic Fintech Days, hot takes, and at least one minor existential crisis.Here's what went down:Ville got us started with some light apocalyptic vibes, as we unpacked Sweden's Riksbank prepping for war — seriously. The central bank is testing offline payments and backup systems in case of internet outages or full-on conflict. Political aspects aside, the landscape of offline payments is definitely a fascinating technical and governance dilemma.Janne brought some much-needed positivity with the news that Raisin has landed in Finland. The savings platform promises better deposit rates and a bit of healthy competition in the local market. But is the Finnish public ready to move their money for a few more basis points? Or will it take free buckets?Pål closed things out with a look at ReceiptHero's new B2B partnership with Fennoa. It's a big step for digital receipts and accounting automation — and a small victory in Pål's long-standing war on paper. Spoiler: he's still very much winning.As always, things went slightly off the rails (looking at you, Janne), but we somehow brought it all back. Tune in for fintech insights, occasional wisdom, and the only podcast where Nordic monetary policy and mushroom hunting might share airtime.Episode hosted by Pål Krogdahl & Ville SointuEpisode produced and edited by Femi Apanishile- Email us on Hello@FintechDaydreaming.com- Fintech Daydreaming home page - https://www.FintechDaydreaming.com- Fintech Daydreaming on Twitter - https://twitter.com/FintechDaydream- Fintech Daydreaming on LinkedIn - https://www.linkedin.com/company/fintech-daydreaming- Pål Krogdahl - https://www.linkedin.com/in/krogdahl/- Ville Sointu - https://www.linkedin.com/in/ville-sointu-54682b/- Femi Apanishile - https://www.linkedin.com/in/femi-apanishile-935a74a1/

APAC stocks were ultimately mixed with cautiousness seen after Trump's latest tariff salvoThe US is to impose 25% tariffs on all cars made outside of the US effective on April 2ndTrump reiterated that reciprocal tariffs are also set for next week but stated they will be lenientEuropean equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.5% after the cash market closed with losses of 1.2% on WednesdayDXY lower after yesterday's session of gains, EUR is firmer despite Trump tariff plans, GBP is attempting to nurse recent lossesUkraine and the US discussed a halt of strikes on civilian facilities, but the US did not get support on this from RussiaLooking ahead, highlights include US GDP & PCE Final (Q4), Jobless Claims, Japanese Tokyo CPI, Norges Bank & Banxico Policy Announcements, BoJ SOO, BoE's Dhingra, Riksbank's Bremen, Fed's Collins & Barkin, ECB's Schnabel, de Guindos & Lagarde, Norges Bank's Bache, Supply from UK & USRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Federal Reserve keeps rates on hold as anticipated. Chairman Jerome Powell signalled he was easing off on the growth forecast and slightly raising inflation projections. However, markets shrugged off any concerns and now expect two more potential rate cuts this year. The PBOC also maintains rates for the fifth straight month with the BoE and the Riksbank set to follow suit. The SNB is likely to cut once again later today. Nvidia CEO Jensen Huang talks to our colleagues Stateside, spelling out the firm's A.I. infrastructure building plan. U.S. President Donald Trump hails his phone call with Ukrainian counterpart Volodomyr Zelenskyy, saying peace talks remained on track. Moscow and Kyiv still accuse each other of undermining any partial ceasefire with attacks energy installations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fed maintained rates & dots, cut growth & lifted inflation projections. To slow the balance sheet runoff. Powell emphasized uncertainty, a wait-and-see approach.Trump posted "The Fed would be MUCH better off CUTTING RATES as U.S.Tariffs start to transition... into the economy"APAC stocks mixed, US futures saw a dovish reaction to the FOMCDXY pulled back, EUR/USD & GBP/USD briefly above 1.09 and 1.30 respectivelyFixed income bid post-FOMC though further gains were somewhat capped given the Tokyo holidayCrude firmer following the risk tone and factoring some geopolitical updates while XAU hit a new USD 3057/oz record highLooking ahead, highlights include US Philly Fed Index, Jobless Claims, Japanese CPI, German Producer Prices, BoE, SNB, Riksbank & SARB Policy Announcements, Speakers including ECB's Lagarde & Lane, SNB's Schlegel, Riksbank's Thedeen, BoC's Macklem & BoE's Bailey. Supply from Spain, France & US, Earnings from PDD, Jabil, Accenture, Micron, Nike, FedEx, RWE & Lanxess.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded higher following the positive handover from Wall St where tech clawed back some of the DeepSeek-related losses.European equity futures indicate a positive open with Euro Stoxx 50 future up 0.8% after the cash market closed with gains of 0.1% on Tuesday; boosted by pre-market earnings from ASML.DXY is a touch lower, JPY, EUR and GBP are all marginally firmer vs. the USD, AUD lags post-CPI.Microsoft (MSFT) is probing if a DeepSeek-linked group improperly obtained OpenAI data, according to FT.Looking ahead, highlights include Spanish GDP (Q4), US Advance Goods Trade Balance, NZ Trade Balance, Fed, BoC, Riksbank & BCB Policy Announcements, Fed Chair Powell, BoC's Macklem & Rogers, Riksbank's Thedeen, BoE Governor Bailey, Supply from UK & Germany, Earnings from ASML, Volvo AB, Santander, Tesla, Meta, Microsoft, IBM, T-Mobile, Danaher, General Dynamics & VF Corp.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Buen día para el fabricante de semiconductores ASML que se dispara en bolsa tras publicar unos resultados mejores de lo esperado en el cuarto trimestre y unos pedidos muy superiores a lo previsto, que ascendieron a 7.088 millones en el cuarto trimestre. Volvo ganó en el cuarto trimestre del año 944 millones de euros, lo que supone un descenso de sus ingresos del 10,5% con respecto al mismo trimestre de 2023. La decisión este miércoles del Banco Central de Suecia, el Riksbank, de reducir los tipos en 25 puntos básicos hasta el 2,25%, estaba más que anticipada por los analistas. Sin embargo, el Riksbank ha sido muy reservado en su declaración de política monetaria y no ha dado ninguna pista sobre qué hará en el futuro. El pesimismo económico entre los consumidores alemanes aumenta ligeramente a principios de año, según el índice de clima de consumo GfK. Tanto las expectativas económicas y de ingresos como la disposición a comprar bajan en enero. En cambio, la disposición a ahorrar registra ligeros aumentos. Y en clave nacional, la economía española lideró el crecimiento de la eurozona en 2024. Entrevistaremos a Ricardo Benitez, presidente y fundador de GAIN, la firma que representa a Invest Puerto Rico en España. En nuestra Tertulia de Cierre de Mercados nos acompañarán Carlos Puente, analista político, e Isabel Giménez, directora de la Fundación de Estudios Bursátiles y Financieros.

S&P futures are indicating a higher open, up +0.41% as markets attempt to recover from yesterday's sharp selloff following the Federal Reserve's hawkish tone on rate cuts for 2025. Asian markets closed broadly lower today, and European markets are recording sharp declines in early trades. In Asia, the Bank of Japan left rates unchanged as expected. In Europe, the Riksbank cut rates by 25 basis points and signaled potential further cuts in the first half of 2025.Companies Mentioned: General Mills, Sonoco Products, Apple, WM Technology

The Fed cut rates by 25bps, as expected, to 4.25-4.5% in an 11-1 split, with Hammack voting to leave rates unchanged; the median dot plot for 2025 and 2026 FFR forecasts were lifted above expectations.Fed Chair Powell said the decision was a "closer call", but the "right call", suggesting there was a discussion surrounding holding rates at this meeting, and that "extent and timing language" shows Fed is at or near the point of slowing rate cuts, and the slower pace of cuts reflects expectation. APAC stocks traded with losses across the board amid the fallout from the hawkish Fed, as sentiment from Wall Street reverberated to the region.BoJ maintained its rate at 0.25% as expected, with an 8-1 vote; Board Member Tamura dissented, advocating for a 25bps hike to 0.50%; eyes on Governor Ueda's presser.European equity futures are indicative of a softer open following the late selling stateside, with the Euro Stoxx 50 future -1.6% after cash closed +0.3% on Wednesday. Looking ahead, highlights include US Jobless Claims, Philly Fed Index, NZ Trade Balance, Japanese CPI, BoE, Riksbank, Norges, CNB, Banxico Policy Announcements, BoJ Governor Ueda, Norges Bank's Bache, Riksbank's Theeden, Supply from the UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this week's market update I am going to focus on the path of interest rates, as over this past week midst the US election we got a swathe of Central Bank rate decisions. The RBA held the cash rate on Tuesday, but the Fed, the Bank of England, Sweden’s Riksbank and the Hong Kong … Continue reading "A Dark Shadow Hangs Over Rate Cut Decisions Now!"

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss their thoughts on European rate markets following a busy week of events with the US election, Riksbank, Norges Bank and BoE meetings and the collapse of the German coalition government. Speakers: Francis Diamond, Rates Strategy Aditya Chordia, Rates Strategy Khagendra Gupta, Rates Strategy This podcast was recorded on 8 November 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4836095-0,  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Wall Street closes at record highs following Donald Trump's historic win to become the 47th U.S. President. The Dow rallies by 1,500 points thanks to bank stocks after Democratic nominee Kamala Harris concedes the election. In Germany the fragile governing ‘traffic light' coalition collapses as Chancellor Olaf Scholz fires Finance Minister Christian Lindner over major economic policy disagreements. The move paves the way for a January confidence vote and a likely snap election in March. The race for the U.S. House of Representatives' majority remains finely poised. The GOP are just nine seats short of a clean sweep of Congressional power. And investors await rate decisions from the Fed, BoE, Riksbank and Norges Bank all due later today.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

APAC stocks held a mostly positive bias as the dust settled from the US election, participants also digested Chinese trade data.European equity futures are indicative of a firmer cash open with the Euro Stoxx 50 future +0.3% after the cash market closed lower by 1.4% on Wednesday.DXY has pulled back onto a 104 handle with antipodeans leading the fight back vs. the USD, USD/JPY sits on a 154 handle.German Chancellor Scholz dismissed Finance Minister Lindner and will call for a confidence vote on January 15th which could allow elections by the end of March.Looking ahead, highlights include German Industrial Output, EZ Retail Sales, US Initial Jobless Claims, Wholesale Inventory, Riksbank, Norges Bank, BoE & Fed Policy Announcements, ECB's Lane, Schnabel, Elderson, BoE Governor Bailey & Fed Chair Powell, Supply from Spain & France.Earnings from Hochtief, Munich Re, Heidelberg Materials, Rheinmetall, Delivery Hero, Daimler Truck, Lanxess, Euronext, Engie, SES, Veolia Environment, Legrand, Zealand Pharma, GN Store Nord, Banca Monte dei Paschi di Siena, Azimut Holding, Leonardo, Nexi, Cellnex, Grifols, Telefonica, BT Group, Hiscox, Taylor Wimpey, National Grid, J Sainsbury, ITV, Hikma Pharmaceuticals, ArcelorMittal, PG&E Corp, Duke Energy Corp, Becton Dickinson and Co, Air Products and Chemicals Inc, Airbnb Inc, Ralph Lauren Corp, Moderna Inc & Warner Bros Discovery Inc.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly positive as Chinese markets continued to rally following the stimulus boost.Australian monthly CPI matched estimates and slowed to a 3-year low, although core inflation remained above the 2%-3% target.European equity futures are indicative of a lower cash open with the Euro Stoxx 50 future -0.3% after the cash market closed up by 1.1% on Tuesday.USD is broadly flat vs. peers, EUR/USD is eyeing 1.12 to the upside, Cable has pulled back onto a 1.34 handle.Israeli Defence Minister Gallant said they have more strikes ready against Hezbollah; added they must continue until they achieve their goal.Looking ahead, highlights include US Building Permits, Riksbank & CNB Policy Announcements, Speakers including BoE's Greene, Riksbank's Thedeen & Fed's Kugler, Supply from UK, Italy, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

It's been a busy week in the US, the Fed surprised many Economists by kicking off its cutting cycle with a 50bp cut. Is it a speedy descent for US rates from here? Also coming up this week, Europe is at the center of the action with several important data releases - we have flash PMIs, Spanish and French inflation and central bank meetings in Sweden and Switzerland. Then, it's the latest from Asia with Australia's RBA decision, Tokyo CPI and BOJ minutes.   Chapters: US (01:16), Europe (04:30), Asia (08:53)

Ricardo Reis, an LSE professor who advises the Richmond Fed, the Bank of England and the Riksbank, tells MNI the Fed is likely to take an incremental approach to rate cuts. 

APAC stocks traded mixed and only partially took impetus from the tech-led gains stateside amid a lack of major macro drivers.European equity futures indicate a slightly positive open with Euro Stoxx 50 future up 0.1% after the cash market finished with gains of 0.6% on Monday.DXY remains sub-102, JPY has given back some gains vs. the USD, Cable is unable to breach 1.30.ECB's Rehn said the recent increase in negative growth risks in the euro area has reinforced the case for a September rate cut.Looking ahead, highlights include German Producer Prices, EZ HICP (F), Canadian CPI, Riksbank & CBRT Policy Announcement, Comments from Riksbank's Thedeen, Fed's Bostic & Barr, Supply from Germany, Earnings from Antofagasta, Lowe's & Medtronic.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others.  Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee.  This podcast was recorded on 4th June 2024. Since the recording several of the measures discussed by the presenters in the podcast have been enacted.  In this podcast the teams discuss the outlook for inflation and growth: will inflation continue to decline? What is the risk of recession?   Interest rates. After the rate cuts by the SNB and the Riksbank, which other Central Banks will cut rates and will the ECB/BoE diverge from the US Federal Reserve?  What the implications for the key asset classes; fixed income, equities, currencies and commodities?   Should we worry about geopolitics?  What impact might the situations in China, Russia/Ukraine, Middle East, EU/UK elections and the possibility of a Trump presidency have on major markets?  If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org.   Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/ 

Two developed market central banks have already cut - Riksbank and SNB - and the BoC, ECB and BoE should follow suit over the next couple of months. But the higher for longer theme is dominating the US rates market. The divergence in macro and policy is the major theme in rates markets. The other important theme is that despite Fed cuts being priced out, risk assets continue to perform well with the S&P making new highs and credit spreads at cycle tights.Participants:Jason Daw (Desk Strategy), Head of North America Rates StrategyIzaac Brook (Desk Strategy), US Rates StrategyPeter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsLori Calvasina (Research),Head of U.S. Equity StrategyResearch Analyst opinions are their published views, independent of those expressed by Desk Analysts

Sweden is a beautiful Scandinavian country famed for its beautiful people, flat-packed furniture, PewDiePie and meatballs. Now of course if you hadn't guessed by the channels title we are only here to look Sweden's economy, and it is a remarkable one at that. Sweden is home to one of the highest standards of living in the world and is often held in extremely high regard when it comes to workers rights and general quality of life indicators such as working hours, happiness rates and life expectancy. It is also a nation with a rich history of setting the trend for other economies to follow, Sweden is home to the Riksbank founded in 1668 it is the oldest central bank in the world, blazing the path for monetary policy that dictates every major economy in the world today. So how did it get here. We have explored rich nations with strong welfare systems that seem to do everything right on the channel before… most notably Norway, Sweden's little brother the to west… But Sweden is slightly different in the sense that it was not blessed with the Norwegian sea and its abundance of oil and gas, so it was not able to build up a sovereign wealth fund with oil profits like Norway was and so on paper it is citizens are poorer than Norway's but their quality of life seems exactly the same. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sweden's Riksbank followed the Swiss National Bank's leadership with an interest rate cut. The move was generally though not universally expected by financial markets. The press conference implied that lower inflation was driving interest rates lower, and that more rate cuts may be forthcoming later this year.

Sweden's Riksbank is expected to cut interest rates at its meeting today (this is a widespread but not a universal expectation). Swedish inflation is some way above 2%, but the trend has been for slower price increase. In cutting rates, the Riksbank would simply be following inflation lower (as with the earlier Swiss rate cut).

As US markets tread cautiously in anticipation of forthcoming inflation data, the spotlight shifts to Sweden's unexpected interest rate cut by the Riksbank, signalling potential ripples across commodities and mining sectors. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

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James Nelligan, Khagendra Gupta and Morten Lund discuss our main economics, Rates, and FX views in Sweden and Norway ahead of the central bank meetings. This podcast was recorded on 02 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4680274-0 ,  https://www.jpmm.com/research/content/GPS-4680274-0 , https://www.jpmm.com/research/content/GPS-4688989-0 , https://www.jpmm.com/research/content/GPS-4678480-0 , https://www.jpmm.com/research/content/GPS-4687572-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

A round-up of the main headlines in Sweden on March 27th 2024. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio Play. Presenter: Michael WalshProducer: Kris Boswell

APAC stocks traded mixed after the subdued handover from Wall St heading into quarter-end and Easter.European equity futures indicate a slightly softer open with the Euro Stoxx 50 future -0.1% after the cash market closed up 0.4% on Tuesday.DXY is a touch firmer on a 104 handle, USD/JPY printed a fresh 33yr high, FX markets are otherwise contained.BoJ's Tamura said that based on the current economic and price outlook, the BoJ is likely to maintain accommodative monetary conditions for the time being.Looking ahead, highlights include Spanish CPI, Retail Sales, EZ Business Sentiment, Riksbank & SARB Policy Announcement, BoJ SOO, Comments from ECB's Cipollone, Elderson & Fed's Waller, Supply from Italy, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Morten Lund, Khagendra Gupta and James Nelligan preview the upcoming Norges and Riksbank meetings and discuss our views in the FX and Rates market. This podcast was recorded on 20 March 2024. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

US futures are indicating a higher open as of 04:45 ET. European equity markets have opened mixed, following mixed trading in Asian markets. Markets are digesting the FOMC decision. The statement removed tightening bias, as was widely expected, and noted employment and inflation moving into better balance. Meanwhile, Riksbank and BoE policy decisions are due in Europe. Riksbank has left policy on hold and said the policy rate is likely to be lowered earlier than indicated in November. BoE set for a steady hand, leaving the focus on guidance.Companies Mentioned: Disney, Alibaba, Adidas

A round-up of the main headlines in Sweden on February 1st 2024. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio Play Presenter: Roza BicerProducer: Michael Walsh

The Fed kept rates unchanged and removed the reference to possible additional rate hikes but also downplayed near-term cuts.APAC stocks were mixed after the losses on Wall St owing to banking sector fears and Fed Chair Powell's pushback against a March rate cut.Chinese Caixin Manufacturing PMI data topped forecasts, China's Finance Ministry said it will implement structural tax cuts in 2024.European equity futures indicate a steady open with Euro Stoxx 50 future -0.1% after the cash market closed down 0.3% on Wednesday.DXY is back above 103.50 after rebounding post-FOMC, EUR/USD hovers around 1.08 and AUD lags across the majors.Looking ahead, highlights include EZ & Italian CPI, US IJC, Riksbank & BoE Policy Announcements, Comments from ECB's Lagarde & Lane, BoC's Macklem & Rogers, BoE's Bailey post-announcement press conference, Supply from Spain & France, Earnings from Julius Baer, Roche, Sanofi, BNP Paribas, Shell, Deutsche Bank, Apple, Merck, Amazon & Meta.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (2:15), we have ISM manufacturing, non-farm payrolls and the FOMC meeting. In Europe (05:42) it's the Bank of England and Riksbank's policy decisions, euro area GDP and flash inflation. Then it's the latest from Asia (11:46) with Australia CPI, China PMI, Indonesia CPI as well as global markets all to discuss.

We hear from 16-year-old Sara Mansour who along with her family managed to return from Gaza last week, as well as the head of consular services at Sweden's foreign ministry, who says an estimated 200 Swedes are still trying to get out. Swedish Radio's economics commentator Kristian Åström also gives his analysis on the Riksbank's decision to hold off on increasing its key interest rate. And while Sweden's raising the minimum salary needed for a work permit, Denmark is lowering its threshold — listen to find out why.Presenters: Michael Walsh and Joshua WorthProducer: Dave Russell

APAC stocks were subdued for most of the session before edging higher in holiday-quietened conditions owing to market closures in the US and Japan.DXY marginally softened, EUR/USD nursed the prior day's losses, and Antipodeans were firmer with NZD/USD the outperformer.Israel's military said they do not know when the ceasefire will take effect; Iran's Foreign Minister said if the truce between Hamas and Israel does not continue, the war will spread.German Federal government decided to discontinue the programme for inflation-linked bonds with no further inflation-linked Federal securities to be issued from 2024Looking ahead, highlights include French, German, EZ & UK PMI (Flash), Japanese CPI, Riksbank, SARB & CBRT Policy Announcements, ECB Minutes & Banxico Minutes, Speeches from Riksbank Thedeen, ECB's Schnabel & Cipollone, US Thanksgiving Holiday.The Newsquawk desk will operate a normal service on Thursday 23rd November until 18:00GMT/13:00EST, upon which the desk will close and then re-open later at 22:00GMT/17:00EST for the beginning of the Asia-Pacific session.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The USD continues to weaken with the market betting on a Fed pivot as inflation cooled more than expected last week and more indicators are suggesting the US economy is slowing down. We also cover FOMC Minutes, initial jobless claims, and Black Friday. In Europe, this week is going to be a key test of the turnaround narrative with fresh PMI figures and IFO survey, while we also keeping an eye on UK budget and Riksbank. Finally, in Asia FX traders should have a focus on RBA Minutes and the stabilisation/strengthening of the Chinese Yuan, with Charu Chanana and Peter Garnry. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:30), we have the FOMC minutes, durable goods orders and the Thanksgiving holiday. In Europe (06:04), it's the UK Autumn budget, European flash PMIs and the Riksbank meeting. Then it's the latest from Asia (11:56) with Japan, Singapore and Malaysia CPI, Indonesia policy rate decision, and the RBA minutes as well as global markets all to discuss.

APAC stocks traded mixed amid a higher yield environment and after this week's central bank frenzy culminated with a lack of surprises from the BoJ.BoJ kept monetary policy settings unchanged and made no change to forward guidance with the central bank to patiently continue monetary easing.European equity futures are indicative of a softer open with the Euro Stoxx 50 future -0.3% after the cash market closed down 1.5% yesterday.DXY remains firm on a 105 handle, JPY lags post-BoJ with USD/JPY around the 148 mark, Cable is sub-1.23.Australian unions agreed to endorse recommendations made by the industrial umpire to end the dispute with Chevron.Looking ahead, highlights include French, German, EU, UK & US PMIs (Flash), Canadian Retail Sales, UK CBI Trends, BoJ Governor Ueda, ECB's de Guindos, Riksbank's Thedeen, Fed's Daly, Cook & Kashkari.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Fed kept rates unchanged and provided more hawkish dot plots; signalled a further rate hike this year and fewer cuts next year.APAC stocks were pressured in the aftermath of the FOMC's hawkish pause; US futures are also softer (ES -0.3%) European equity futures are indicative of a lower open with Euro Stoxx 50 future -1.0% after the cash market closed up 0.8% yesterday.DXY has held onto its post-FOMC gains, USD/JPY has advanced as high as 148.45, antipodeans lag peers.Brazil Central Bank cut the Selic rate by 50bps to 12.75%, as expected; anticipates further reductions of the same magnitude in the next meetings.Looking ahead, highlights include US IJC, Existing Home Sales & EZ Consumer Confidence (Flash), BoE, SNB, Riksbank, Norges Bank, CBRT & SARB Policy Announcements, ECB's Lagarde, Schnabel & Riksbank's Thedeen, Supply from Spain, France & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are pressured as the region reacts to the FOMC, US futures are lower but action is slightly more containedDXY is off 105.68 best but remains supported, GBP pressured and sub-1.23 ahead of the BoE with pricing still near 50/50CHF collapses as SNB leaves rates unchanged, SEK pressured on the initial Riksbank announcement before appreciating on FX hedging & NOK benefits from Norges Bank guidance for another hikeBrief move higher on the SNB for EGBs/USTs has dissipated with hawkish FOMC undertones persisting pre-BoECommodities pressured in-fitting with the broader risk tone and USD action, TTF hindered further on an Offshore Alliance Woodside updateLooking ahead, highlights include US IJC, Existing Home Sales & EZ Consumer Confidence (Flash), BoE, CBRT & SARB Policy Announcements, ECB's Lagarde & Schnabel. Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US futures are pointing to a higher open as of 04:05 ET. European equity markets have opened in the negative territory, following weaker levels in Asian markets. Fed Fund Futures now show 99% chance of hold on Wednesday, though attention is on whether there will be another hike and how long rates will remain restrictive. BoE is expected to hike by another 25bps on Thursday, but majority of economists now think it is likely to be peak of its cycle. SNB and Riksbank are on track to increase rates. BOJ will likely hold on Friday although analysts are not ruling out tightening comment on YCC.Companies Mentioned: Liberty Global, Warner Bros Discovery, Blackstone, ITV. Lithia Motors, Pendragon PLC, Evergrande

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:58), we have the FOMC meeting, flash PMIs, the Philadelphia Fed, housing starts, Canada CPI and retail sales. In Europe (07:20), it's the BOE, SNB, Riksbank and Norges bank as well as UK CPI and retail sales, German PPI and flash PMIs for September. Then it's the latest from Asia (19:15) with the BOJ, BI, BSP and CBC meetings, Korean exports, Japan CPI, RBA minutes, NZ GDP as well as the Macro Notes of the Week all to discuss (13:57).

European bourses & US futures are under pressure, though the latter comparably more contained pre-data/Fed speakDXY dips but retains an underlying bid while JPY outperforms after jawboning, CAD soft pre-BoC as crude pullsbackA session of consolidation for crude after Tuesday's pronounced upside, metals feature spot gold near unchanged while base peers have lifted from lows in-line with ChinaEGBs pressured by hawk-Knot after fleeting data-induced upside, USTs more containedLooking ahead, highlights include US ISM Services, NBP & BoC Policy Announcements, Fed's Collins & Logan, BoE's Bailey, Cunliffe & Dhingra, Riksbank's Thedeen.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mostly in the red following the subdued handover from Wall Street where sentiment was clouded by the higher yield environment.European equity futures are indicative of a lower open with Euro Stoxx 50 future -0.4% after the cash market closed down 0.3% yesterday.DXY has held on to a bulk of yesterday's gains, USD/JPY remains on a 147 handle, EUR/USD languishes firmly below 1.08.Japanese top currency diplomat Kanda warned that officials won't rule out any options in response to FX moves.Looking ahead, highlights include German Industrial Orders, EZ, German, French, Italian, UK Construction PMI, US ISM Services, NBP & BoC Policy Announcements, Fed's Collins & Logan, BoE's Bailey, Cunliffe & Dhingra, Riksbank's Thedeen, Supply from UK & Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Link to slide deck: https://bit.ly/40Fq1It   - The Saxo Q1 2023 Outlook Today we look at the choppy market action as yesterday's sell-off has been in turn partially reversed by a strong report from Disney after the close, with the company's stock jumping on cost-cutting and job cut announcements. We also wonder whether Uber's guidance and performance suggest a phase shift in the company's and other companies' potential. In commodities, we look at crude oil, natural gas, gold and grains. FX traders are awaiting for clarity on the identity of the new BoJ governor, while SEK has jumped on a hawkish Riksbank surprise as we were recording the podcast. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX. . Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here. Click here to open an account with Saxo   - Intro and outro music by AShamaluevMusic