"Demographic trends lead us to be less concerned about further deterioration in the US labour market than the Fed currently appears to be." Read more from our latest Macro & Markets article by Sara Midtgaard here 👉 corporate.nordea.com/article/101618… #Nordea #Economy

Tune in to our latest Nordea Markets Insights DK podcast with Helge J. Pedersen, Anders Svendsen and Anders Aalund here (in Danish). 👉 nordea.com/da/nyhed/rente… #Økonomi #Nordea #Podcast

Tune in to our latest Nordea Markets Insights NO podcast with Kjetil Olsen and Ole Håkon Eek-Nielsen here (in Norwegian). 👉 nordea.com/no/nyheter/for… #Økonomi #Nordea #Podcast

"The Fed just stopped reducing its balance sheet, but increasing funding market stress suggest it might need to expand it soon." Read more from our latest Macro & Markets article by Philip Maldia Madsen here 👉 corporate.nordea.com/article/101706… #Nordea #Economy

"We still see markets pricing in too many cuts from Fed, the ECB is probably done cutting and the USD will eventually weaken." Read more from our latest Macro & Markets article here 👉 corporate.nordea.com/article/101826… #Nordea #Economy

"In the euro area, the ECB will continue to reduce its bond holdings, which supports gradually rising overnight rates and higher bond term premia." Read more from our latest Macro & Markets article by Jan von Gerich here 👉 corporate.nordea.com/article/101944… #Nordea #Economy

Tune in to our latest Nordea Markets Insights DK podcast with Helge J. Pedersen and Jan Størup Nielsen here (in Danish). 👉 soundcloud.com/insightsdanmar… #Økonomi #Nordea #Podcast

Tune in to our latest Nordea Markets Insights FI podcast with Tuuli Koivu, Juho Kostiainen and Jan von Gerich here (in Finnish). 👉 nordea.com/fi/uutiset/kor… #Talous #Nordea #Podcast

"The ECB’s monetary policy account further implied that the ECB is happy with the current setup in monetary policy, but central bankers appear worried about risks to financial stability stemming especially from the US." Read more here 👉 corporate.nordea.com/article/102028… #Nordea #ECB

Tune in to our latest Nordea Markets Insights DK podcast with Helge J. Pedersen and Anders Svendsen here (in Danish). 👉 nordea.com/da/nyhed/vigti… #Økonomi #Nordea #Podcast

"Sentiment improves but risks still loom on the horizon." Read more from our latest Macro & Markets article by Philip Maldia Madsen here 👉 corporate.nordea.com/article/102144… #Nordea #Economy

The ECB will not tweak policy next week, but the risk assessment and forecasts will be interesting, especially in light of the recent increase in market rate pricing. corporate.nordea.com/article/102184…

"The ECB will remain firmly on hold at its meeting next week, and the main focus will be on the new forecasts and the ECB’s risk assessment." Read more from our latest ECB Watch article by Tuuli Koivu and Jan von Gerich 👉 corporate.nordea.com/article/102184… #ECB #Nordea #Economy

"Fed cut rates. The dot plot is unchanged and indicates another cut next year. The weak jobs market is still a big worry for the Fed." Read more from our latest Fed Watch article by Ole Håkon Eek-Nielsen here 👉 corporate.nordea.com/article/102221… #Nordea #Economy #Fed

Tune in to our latest Nordea Markets Insights DK podcast with Helge J. Pedersen and Philip Maldia Madsen here (in Danish). 👉 nordea.com/da/nyhed/fed-l… #Økonomi #Nordea #Podcast

"We now see both ECB and Fed done cutting. There is more to come for the upside in yields and the downside in USD." Read more from our latest Macro & Markets article here 👉 corporate.nordea.com/article/102248… #Nordea #Economy

Tune in to our latest Nordea Markets Insights FI podcast with Tuuli Koivu, Juho Kostiainen, Jan von Gerich and Jade Halme here (in Finnish). 👉 nordea.com/fi/uutiset/jou… #Economy #Nordea #Podcast

Tune in to our latest Nordea Markets Insights DK podcast with Helge J. Pedersen and Josephine Cetti here (in Danish). 👉 nordea.com/da/nyhed/2025-… #Økonomi #Nordea #Podcast

"The ECB kept the monetary policy setup unchanged and took another step away from cutting rates." Read more from our latest ECB Watch article by Tuuli Koivu and Jan von Gerich here 👉 corporate.nordea.com/article/102273… #Nordea #ECB #Economy

Tune in to our latest Nordea Markets Insights NO podcast with Kjetil Olsen and Ole Håkon Eek-Nielsen here (in Norwegian). 👉 nordea.com/no/nyheter/job… #Økonomi #Nordea #Podcast