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We have today published the May-edition of our Global Monetary Conditions Monitor. Argentina has been added to the countries covered in the Monitor.
The populists are losing and we have to thank ECB-chief Mario Draghi for that.
The CPI inflation increased to 2.7% y/y in April, a rise from 2.3% y/y in March. This exceeds the consensus expectations of 2.6%
We don't think we can beat the market, but we can make FX forecast that is as good as the market. What do you think?
We have decided to make the Global Monetary Conditions Monitor available to researchers, academics and universities at a reduced price. As of today, we will offer single subscriptions to academic institutions, think tanks, and individual researchers for EUR 1,000 for a 12-month subscription.
Swedish inflation surprised significantly on the upside in April. This should be a wake-up call for the Riksbank, but will it also now move in a more hawkish direction?
April Core inflation (CPI-ATE) was 1.7%y/y in April – slightly down from 1.8%y/y in March (seasonally adjusted). Read our comments and see our updated inflation forecast for Norway.
The big story in the markets overnight has been the drop in oil prices. We believe the decline in oil prices primarily is about Fed rate hikes.