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DateAnalystsPDF
2018-07-18

Harald Magnus Andreassen
Synne Holbæk-Hanssen

Pdf Icon
  Macro Weekly 29/18

Macro Weekly

 

Last week

  • Trade war/politics
  • Global auto sales 
  • Chinese 
  • US 
  • EMU 
  • Bank of Canada
  • UK’s PM May 
  • Swedish
  • Norwegian 

This/next week

  • Preliminary July PMIs (next week)

»    June turned out better than assumed, even if Markit’s US PMI surprised on the downside (but the ISM PMIs were stronger), and the global composite recovered 2/3 of the abrupt March decline in the following three months

  • USA

»    The housing market is still going strong, by and large – but existing home sales and partly prices have slowed somewhat. We know where to look for impacts of higher interest rates

  • EMU

»    Manufacturing production has slowed amid weaker surveys – but they are still signalling growth well above trend. Germany has reported OK May growth

  • Norway

»    Unemployment is on the way down, both measured by NAV & the LFS

»    Retail sales rose sharply in May, and most likely fell back in June but the trend recent months will anyway be strong. Auto sales rose sharply in June

»    SSB’s manufacturing survey has recovered recent quarters, and is signalling above trend but did not continue upwards in Q1. In the Norges Bank’s Regional Network industries reported slower growth in Q2 but lifted their expectations while both the PMI and HNO’s survey have reported somewhat slower growth

 

 





DateAnalystsPDF
2018-07-09 Harald Magnus Andreassen
Synne Holbæk-Hanssen
Pdf Icon
  Macro Weekly 28/18

Macro Weekly



Last week

  • Trade war
  • Global composite PMI
  • US labour market
  • EMU unemployment
  • Norwegian house prices

This week

  • China 
  • GDP growth 
  • weakness in retail sales, manufacturing sector, investments, trade data, inflation, credit growth
  • USA
  • Inflation, business survey, retail sales, housing
  • EMU
  • Manufacturing production
  • Norway
  • CPI inflation




Previous Analysts 


DateAnalystsAnalysisPDF
2018-07-02 Harald Magnus Andreassen/Synne Holbæk-Hanssen Macro Weekly 27/18 Pdf Icon
2018-07-09 Harald Magnus Andreassen/Synne Holbæk-Hanssen Makro Weekly 28/18 Pdf Icon
2018-07-02 Harald Magnus Andreassen/Synne Holbæk-Hanssen Makro Weekly 27/18 Pdf Icon
2018-06-25 Harald Magnus Andreassen/Synne Holbæk-Hanssen Makro Weekly 26/18 Pdf Icon
2018-06-18 Harald Magnus Andreassen/Synne Holbæk-Hanssen Makro Weekly 25/18 Pdf Icon
2018-06-11 Harald Magnus Andreassen/Synne Holbæk-Hanssen Macro Weekly 24/18 Pdf Icon
2018-06-04 Harald Magnus Andreassen/Synne Holbæk-Hanssen Macro Weekly 23/18 Pdf Icon
2018-05-28

Harald Magnus Andreassen/Synne Holbæk-Hanssen

Macro Weekly 22/18 Pdf Icon
2018-05-22  Harald Magnus Andreassen/Synne Holbæk-Hanssen Makro Weekly 21/18 Pdf Icon
2018-05-14  Harald Magnus Andreassen/Synne Holbæk-Hanssen Macro Weekly 20/18 Pdf Icon
2018-05-07  Harald Magnus Andreassen/Synne Holbæk-Hanssen Macro Weekly 19/18 Pdf Icon





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