260928 - Fortsatt ränteuppgång inför viktig datavecka
Summary
Handelsbankens morgonrapport diskuterar stigande oljepriser och räntor mot bakgrund av spänningarna mellan USA och Iran samt Trumps avvisade förslag. Starka globala inköpschefsindex tyder på att ekonomin klarar pressen, medan Riksbanken höjer sin ränteprognos till 2,5 procent. Veckan inleds med fokus på amerikansk arbetsmarknadsdata, europeisk inflation och Riksbankens protokoll.
Topics discussed
Introduction and morning report welcome
Oil prices, Iran proposal, and Trump's response
US diesel export ban and refinery attacks
Xi Jinping visit and US-China trade truce
Tariff reductions and global activity data
Purchasing Managers' Index in Europe and US
Riksbank decision and interest rate outlook
Inflation forecast and market reaction to Riksbank
Erik Terén interview and other central banks
US bond yields and Fed rate hike expectations
European bond yields and French spread
US and European stock market performance
Currency movements and gold prices
Upcoming US economic data and labor market
European inflation, Swedish data, and week ahead
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