Fra Danske Bank:
January saw high geopolitical tension not least over Donald Trump’s statements about Greenland and threat of tariffs on European countries.
Financial markets mostly reacted modestly, and the reaction faded as the issue seemingly died down, except for in the currency market, where the USD remained weakened.
Growth expectations rose and data mostly point to a continuation of stable inflation and labour markets in major economies, supporting risk assets in financial markets.
There seems to have been a slight slowdown in the Swedish economy in Q4 while Finnish growth finally bounced back. In Denmark, there will be a further fiscal boost in 2026, while the picture in Norway remains mixed.
Hurtige nyheder er stadig i beta-fasen, og fejl kan derfor forekomme.
